Pricing plans
coreDashboard & onboarding
£60 month + VAT
1st individual adviser licence
- Fully branded dashboard
- Data integration/uploads*
- Full KPI monitoring
- Performance and bonus dashboard for employed IFAs
- IFA to paraplanner business submission
- Target setting
- Company and individual delegation
- Company performance MI dashboard
- Business valuations and planning calculator
- Create and edit new users
- Control of functionality of users
- Dedicated account manager
- Full support
subDashboard & onboarding
£40 month + VAT
Additional individual adviser licence
- Only applies with a core subscription
- Fully branded dashboard
- Data integration/uploads*
- Full KPI monitoring
- Performance and bonus dashboard for employed IFAs
- IFA to paraplanner business submission
- Target setting
- Full support
bespokeBespoke dashboard development
£POA one off + VAT
1st individual adviser licence
- Only applies with a core subscription and in addition to
- Fully branded personalised dashboard
- 3rd party data integration/uploads (if applicable)
- Access to developer
- Build testing and support
- Dedicated account manager
- Full support
* If your data provider has not previously been integrated then a one-off setup fee will be charged. If your data provider requires maintenance to remain integrated then an additional monthly fee will be charged.
Try it for yourself
We understand that sometimes you need to see it to believe it. That’s why we offer a FREE 7-day preview so you can experience ifaDASH hands-on.