Pricing
Includes Training and Migration Support
Migration can feel challenging at first, but we guide you every step of the way.
Within weeks, you’ll see why our clients say the effort was more than worth it.
PRO
(Per User)
CRM, Planning & Client Portal
£99
/month*
Includes 1 User
Add User +£99/m.
Unlimited Clients
*Excluding VAT
Company/Adviser CRM
White-labelled Client Portal
Client Mobile App
Your custom URL, Logo and brand
Full CRM, Fact-finds, Onboarding, Risk Profiling, Reviews, Documents, Cases, Checklists, Reports, Tasks, Emails, KYC/AML and a lot more
Goal Planning, Cashflow Planning, Portfolio Valuations, Fee Management and a lot more
PRO Unlimited
(AuA level)
Unlimited Users
From £299
/month*
Includes Unlimited Users
Fixed cost based on AuA
Unlimited Clients
*Excluding VAT
All features shown in Pro Plan Per User model
AuA - Monthly Subscription*
Up to £100 million - £299
£100 to £250 million - £699
£250 to £500 million - £1,499
£500m to £1 billion - £2,999
> £1 billion - Contact us
Up to £100 million - £299
£100 to £250 million - £699
£250 to £500 million - £1,499
£500m to £1 billion - £2,999
> £1 billion - Contact us
CUSTOM
Networks, Large Institutions and International Firms
Contact us
Unlimited Users
Unlimited Clients
Custom Contracts
Bespoke price
Bespoke Project Implementation
Custom Integrations and Custom Deployments
Hybrid Digital Advice Solutions, and Other Custom solutions
Your Company Mobile App in IOS and Android. Client Portal embedded into your website.
AdviceObjects AI add-on is £79/m per user in all pricing models. It includes Meetings AI, Ask anything from your data AI and much more.
Plan comparison
Training for everyone
Branding and Interface
Branded portals
Custom portal URLs
Your Logo
Own domains
Security & Compliance
2FA Authentication
Separate Database per Firm
Data Encryption
Login and Device Logs
Audit Activity Logs
BCP & DR Process
Startup
$99
/month
Analytics
Realtime analytics
Reports
AI data predictions
Support
Email and chat support
Growth
$199
/month
Analytics
Realtime analytics
User analytics
Funnel optimization
Reports
AI data predictions
Inregrations
Data enrichment
Support
Help center
Email and chat support
Enterprise
$399
/month
Analytics
Realtime analytics
User analytics
Funnel optimization
Reports
Automated reports
AI data predictions
Advanced charts
Inregrations
20+ integrations
Seamless data sync
Data enrichment
Support
Help center
Email and chat support
Premium support