Pricing
Less than two hours of adviser time a month.
The full suite is £299 per seat per month. At a £150 charge-out rate it pays for itself in the first two hours it saves each month; our estimate is that it saves around forty. Every app is available on its own.
Per seat, per monthExcluding VATNo minimum term, cancel monthlyYearly: two months free
Build your own
Tick the apps you want.
The total updates. When the apps you've chosen cost as much as the suite, you get the suite. One seat for each person who uses the apps.
Your selection
6 apps selected
Seats
per seat, per month
Includes onboarding, branding setup and support direct from the people who built the apps. Prices exclude VAT. Networks with 10+ advisers: ask about volume pricing.
See it in a demo firstSide by side
What each app costs, and what it gives back.
| App | The job it takes on | Hours back / adviser / month | Price / seat / month |
|---|---|---|---|
| Scrutineer Compliance file review | Review a compliance file | 10.5 hrs | £99 |
| Strata Annual client reviews | Write an annual review | 12.5 hrs | £89 |
| Carbon Client documents | Draft client documents | 7 hrs | £69 |
| Asclto Meeting intelligence | Review a client meeting | 6 hrs | £59 |
| Reckoner Savings advice | Evidence a savings recommendation | 2.5 hrs | £69 |
| Freeboard Adviser assessment | Assess adviser competency | 1.25 hrs | £49 |
| Full suite | All six | 39.75 hrs | £299 (£434 separately) |
Pricing questions
Straight answers.
Who needs a seat?
Everyone at your firm who signs in to the apps, whether adviser, paraplanner or administrator. Each seat can be used on up to two computers, such as a Mac in the office and a Windows laptop at home. Add or remove seats from your account at any time.
Is there a contract?
No. Billing is monthly with no minimum term. Cancel from your account at any time and you won't be billed again.
What's included in the price?
Onboarding, branding setup so every export carries your firm's identity, and support direct from the team that built the apps.
We're a network or a larger firm. Is there volume pricing?
Yes, from ten advisers. Get in touch and we'll quote for your adviser count.
Is VAT included?
No. All prices exclude VAT, which is added at 20% and shown on your VAT invoice.
Can we pay yearly?
Yes. Pay for ten months and get twelve. You can switch between monthly and yearly from your account.
See it before you decide.
Twenty minutes on Teams with Adam Booth, walking through the apps on a demo firm with its own clients, meetings and files. Nothing to prepare.