Pricing
You pay for each adviser. Seats for administrators, paraplanners and compliance staff who are not advisers are free. Prices exclude VAT.
Core
£129 per adviser a month- Households, people and plans
- Cases from workflow templates, with the compliance gate
- Letters of authority with drafted chases
- Fact-find, risk, capacity for loss and vulnerability
- Fees ledger, splits and exceptions
- Reviews and the review record
- Client portal, questionnaires and e-signature
- File check before compliance sign-off
Complete
£249 per adviser a month- Everything in Core
- Fact-find filled in from meeting notes or a transcript
- Provider replies read into the plan record
- Suitability report drafts
- Review letter drafts
- File check that reads the report against the fact-find
A firm with three advisers
A firm with three advisers, an administrator and a paraplanner pays for the three advisers. The administrator's and paraplanner's seats are free on both plans.
Reports written by our paraplanning service are charged per report on top, at about £95 for a standard report.
Core
3 advisers at £129£387
1 administrator£0
1 paraplanner£0
A month£387
A year£4,644
Complete
3 advisers at £249£747
1 administrator£0
1 paraplanner£0
A month£747
A year£8,964
Core and Complete compared
| Feature | Core | Complete |
|---|---|---|
| Households, people and plans | Yes | Yes |
| Cases with workflow templates and the compliance gate | Yes | Yes |
| Letters of authority with drafted chases | Yes | Yes |
| Fact-find, knowledge and experience, capacity for loss | Yes | Yes |
| Fees ledger, splits and exceptions | Yes | Yes |
| Reviews and the review record | Yes | Yes |
| Client portal, questionnaires and e-signature | Yes | Yes |
| File check of the case record | Yes | Yes |
| Fact-find drafted from meeting notes | Yes | |
| Provider replies read into plan data | Yes | |
| Suitability report and review letter drafts | Yes | |
| File check that reads the report against the fact-find | Yes |