Simple pricing, no surprises
Per-user, per-month. No setup fees, no hidden costs. Pick the plan that fits your firm and upgrade any time.
Pipeline
Win more new business
For firms focused on growing. See where every lead stands and make sure nothing slips.
What's included
- Lead tracking
- Visual pipeline management
- Task management and reminders
- Team visibility across pipeline
- Reporting and metrics
Clients
Keep every client looked after
For firms managing ongoing clients. Reviews, compliance, fees, and servicing in one place.
What's included
- Everything in Pipeline
- Fee reconciliation
- Client portal
- Advanced reporting
- Compliance workflows
- Annual review scheduling
- Audit trails and activity history
- Document storage and management
- Full client lifecycle management
- Priority access to new integrations
Intelligent
Let AI handle the paperwork
Everything in Clients, plus AI that drafts suitability reports and answers questions about your data.
What's included
- Everything in Clients
- AI assistant
- AI suitability report drafting
- AI-powered client insights
All plans include UK data hosting, encryption, daily backups, and role-based access. Your data is always protected.
How pricing works
Per user, per month
You pay for the people who need access. Add or remove users any time as your team changes.
Billed monthly
No long-term contracts. Pay monthly and cancel any time.
One plan per firm
Everyone at your firm uses the same plan. Each plan builds on the one below, so there's nothing to mix and match.
No surprises before you start
We provide clear terms covering billing, data handling, and service levels before you onboard.
Common questions
Which plan should I choose?
Pipeline is for firms focused on winning new business. Clients adds ongoing servicing, compliance, and fee reconciliation. Intelligent adds AI on top for suitability reports and an assistant that knows your data. Most firms start on Clients.
Can I switch plans later?
Yes. If your needs change, you can move from any plan to a higher one. We’ll help migrate your data and adjust billing accordingly.
Is there a minimum number of users?
No minimum. You can start with one user and add more as needed.
What’s included in the price?
The per-user price includes access to all features in your chosen plan, support, and regular updates. There are no additional fees for data storage within normal usage.
Want to discuss pricing?
Book a call and we'll walk you through the options, answer your questions, and help you work out what fits your firm.