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Book Demo

Value for Money

It is our ambition to be the most comprehensive and best value practice management system for independent financial advisors in the United Kingdom.

One Price

All features. One Price. No Contract.

MONTHLY SUBSCRIPTION PER USER

£ 75 + VAT

  • One price all features.
  • No setup fees
  • No contract. Cancel anytime with two clear calendar months notice.
  • Free, unlimited one-on-one training.
  • Includes personal UK hours support.
  • Custom reports and extracts may incur additional charges.
  • Launch offer of free data migration assistance.
  • Roles & Permissions
  • Quick Onboarding & Setup
BOOK DEMO
Serving wealth managers since 1996.
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