Redefine your client journey
Simple pricing that fits your business
Redefine your client journey
Simple pricing that fits your business
Connect
£
159
per month (not registered for VAT)
Activate your clients with a digital wealth portal.
CONNECT features include
- Online client portal for clients to track their finances
- Contextual prompts to promote your services
- Practice dashboard featuring basic analytics
5 Pro client subscriptions included
Recommended
Enhance
£
219
per month (not registered for VAT)
Optimise your workflows and dive into new revenue streams.
CONNECT features, plus
- Digital document signing with built-in push notifications
- Customisable surveys & campaigns with advanced analytics
- Integrations with leading industry platforms
- And much more!
10 Pro client subscriptions included
Accelerate
£
419
per month (not registered for VAT)
Scale your firm to new heights with powerful client data.
ENHANCE features, plus
- Advanced branding opportunities
- Dedicated account manager to help optimise your business
- Sponsored client event to help promote your portal (up to £300)
- And much more!
40 Pro client subscriptions included
Mobile First
ACCELERATE features, plus
- Premium branded mobile app, customisable to fit your needs
- Your own page in the App Store and Google Play Store
- Premium priority support
- And much more!
150 Pro client subscriptions included
All plans are billed monthly over a 12 month period. Compare plans or ask us about our enterprise solutions.
All plans come with these benefits
Unlimited Starter client accounts
Branded marketing content
Launch Consultant for quick takeoff
Email and phone support