Basic Plan
We provide a wide range of onboarding tools for your clients so you can concentrate on more important stuff.
15-day free trial
All basic functionality
Co-pilot for Advisers
£9.99
/month
-50%
£20pcm
£1,000 setup fee, reduced to £500 if contract signed before the end of the 30-day free trial period.
Book a Demo
Optional add-ons
Add-on
End-to-end LOA processing
We provide a wide range of onboarding tools for your clients so you can concentrate on more important stuff.
£40 per LOA
Add-on
Automated KYC Checking
We have integrations with wide range of industry leaders in Investments, Pensions and Protection. Executing your client’s goals with advance.
£10 per client
Add-on
Paraplanning
You can regularly schedule your clients to review their finances and their financial goals. All the updated data will be highlighted for you as well as the new projesctions.
£300 — £600
Add-on
Digital Marketing support
We have integrations with wide range of industry leaders in Investments, Pensions and Protection. Executing your client’s goals with advance.
Priced per campaign
Add-on
AI-driven Virtual Adviser eco-system
You can regularly schedule your clients to review their finances and their financial goals. All the updated data will be highlighted for you as well as the new projesctions.
Priced per request
Platfrom for IFAs made by IFAs
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