Workspace
Move to our CRM, with Weave AI available as an optional add-on.
Starts at£387/ month
(3 adviser seats included)
Minimum subscription
- Connected client and household records
- Visual pipeline and new business tracking
- Fee reconciliation and payment tracking
- Annual reviews and ongoing client servicing
- Client portal and document management
- Team tasks and firm workflows
- Business reporting and custom fields
- Audit trails and activity history
- Extra adviser seat
- £129 / month
- Paraplanner or admin seat
- £59 / month