Pricing

Simple pricing based on FCA-registered adviser status, not feature restrictions. Adviser and Auxiliary licences include the same full capabilities, with up to 2 Auxiliary licences per Adviser.

Adviser Licence

£99/mo

For FCA-registered advisers. Includes full modelling, presentation, and audit capabilities.

  • Unlimited client models
  • Consumer Duty reporting
  • Stochastic forecasting
  • Live support

Auxiliary Licence

£59/mo

For paraplanners and assistants. Includes the same full platform capabilities.

  • Scenario construction
  • Tax wrapper optimisation
  • Draft report generation
  • Data import tools

Practice Calculator

Estimate your monthly investment.

Seat ratio: up to 2 Auxiliary licences per Adviser licence.

4
2

Maximum with current adviser count: 8

5h

Based on £100/hr adviser charge rate

Monthly Licence Cost£514
Value of Time Saved+£2000
Net Monthly ROI£1486