Compare Partner Plans
Find your perfect match
Compare Partner Plans
Find your perfect match
| Connect | Enhance | Accelerate | Mobile First | |
| Activate your clients with a digital wealth portal. | Optimise your workflows and dive into new revenue streams. | Scale your firm to new heights with powerful client data. | Stand out from the crowd with a powerhouse digital brand. | |
| Price per firm per month (not registered for VAT) | £159 | £219 | £419 | Contact Us |
| Branded Client Wealth Portal (Desktop & Mobile App) | ||||
| Starter client subscriptions (included) | Unlimited | Unlimited | Unlimited | Unlimited |
| Pro client subscriptions (included) | 5 | 10 | 40 | 150 |
| Pro client subscriptions (additional) | £10 per client, per month | |||
| Automated monthly client reports | ||||
| Practice Portal (Firm Efficiency Tools) | ||||
| Staff licences for the Practice Portal | 10 | 20 | 40 | Unlimited |
| To-Dos (tasks & reminders) | ||||
| Multi-factor Authentication | ||||
| Document storage for clients (£13 for additional 50GB bundles) | 50GB | 100GB | 200GB | 200GB |
| Digital document signing (£115 per year for an additional 3000 documents) |
3000 documents | Unlimited | Unlimited | |
| Payment gateway | ||||
| Revenue Generation & Analytics | ||||
| Firm analytics (Practice dashboard) | ||||
| Client surveys | ||||
| Advanced analytics (survey responses & reports) | ||||
| Themed campaigns | ||||
| Marketing & Branding | ||||
| Customisable client report covers | ||||
| Marketing Hub (branded marketing materials) | ||||
| Sponsored client event (up to £300) |
||||
| Advanced Mobile Branding | ||||
| Custom branded mobile app | ||||
| Your page on the Apple App Store & Google Play Store | ||||
| Onboarding & Support | ||||
| Launch Consultant | ||||
| Partner Enablement Manager | ||||
| Priority support channel (email & phone) | ||||
Partner plans are a 12 month commitment, except for Mobile First which is 24 months. Click here to compare client subscriptions. For more information about the portal or our pricing plans contact us.