Choose from one of our great value plans below.

The site is free to use for consumers and there's a 90 day free trial for all professional accounts.

Consumer

FREE

Info Fact-find report

Info Full financial summary

Info Share info with advisers

Info Save on adviser fees

Info 1Gb document storage

Adviser Pro

£45 per month

Info Up to 7 advisers

Info Up to 3,500 clients

Info Fact-find report

Info Full financial summary

Info Store client documents

Adviser Plus

£35 per month

Info Up to 3 advisers

Info Up to 1,500 clients

Info Fact-find report

Info Full financial summary

Info Store client documents

Adviser Basic

£25 per month

Info A single adviser

Info Up to 500 clients

Info Fact-find report

Info Full financial summary

Info Store client documents

How do the adviser plans differ?

The plans differ solely by the number of advisers and clients. There are different levels to support the number of colleagues you have and how many clients you service.

How does the free trial work?

For finance professionals we only charge your credit card after 90 days of using the service. If you close your account at any time in those 90 days you won't be charged a thing.

How long am I signing up for?

You pay for each month that you use the service but you can cancel at any time. If you do cancel you will be charged for the current month but you won't be charged again.

Can I change my adviser plan?

You can change your plan at any time. If you upgrade you will be charged pro-rata for the current month. If you are downgrading your next bill will reflect the lower rate.

Why is it free for consumers?

We will be creating a paid plan for consumers in time. This will offer more features, such as more storage space for documents and access to real-time valuations.

What web browser can I use?

We support Chrome, Firefox, Safari or, if you really have to, Internet Explorer (v8+). You can try it in another browser but we can't guarantee that it'll work!