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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

£1,500 per day + VAT

 In addition to individual licence charges

  • Branded personalised dashboard
  • 3rd party data integration/uploads (if applicable)
  • Access to our development team
  • Build testing and support

Onboarding costs from £1,000 + VAT




* If your third-party data provider has not previously been integrated then an additional charge may apply. If your data provider requires maintenance to remain integrated then an additional monthly fee will be charged.

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