Pricing plans

core

Individual Licence

£75 per month + VAT

Monthly minimum charge £375 + VAT which includes 5 licences

• Branded dashboard
• Data integration/uploads *
• 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
• Online support

bespoke

Bespoke development

£POA

• Only applies with a core subscription and in addition to
• Branded personalised dashboard
• 3rd party data integration/uploads (if applicable)
• Access to developer
• Build testing and support
• Dedicated account manager
• Online support