Pricing & Plans
Simple, advisor-friendly pricing for independent advisors and wealth management firms. Early access pricing available for design partners.
Showing annual contract pricing, per month.
Trusted Platform with Proven Results
Advisor & Wealth Manager Plans
Starter
£149 / month
Solo IFAs & 1–2 person teams who want deterministic research views and repeatable documentation.
- Deterministic research views (validated verdicts, portfolios, backtests)
- Simple watchlist & portfolio tracking for core holdings
- Evidence-backed outputs with FCA-ready audit trails
- Compliance exports for audit & file notes
- Secure, role-based access for your firm
- Email support
- Sensible usage quotas for solo advisers
Professional
£349 / month
Small advisory firms (typically 2–5 advisors) who want shared documentation workflows and governance at team scale.
- Everything in Starter
- More capacity for deterministic verdicts, portfolio analysis & reports
- Client-ready PDF/HTML reports & scheduled sends
- Tiered alerts to monitor portfolios without creating noise
- Priority email support
Enterprise
Custom / month
For large firms (20+ advisors) and institutions that need custom quotas, governance and integration support.
- Everything in Professional
- Higher quotas on deterministic research & reports
- Optional pilots for advanced workflows and integrations
- Dedicated account manager & enterprise support
- Custom SLAs, reporting and alerts
👉 Early access pricing available for design partners. All plans include FCA-ready audit trails, evidence traceability, and compliance exports. Pricing based on team size and usage requirements—contact us for a custom quote.
B2B Pilot Program
Test our platform with a structured 6-8 week program. Clear success KPIs around documentation and governance, weekly check-ins, and full credit toward annual subscription.
What’s included under the hood
- Validated Phase 5/Phase 6 engines on EODHD data
- FastAPI, Redis cache, Postgres
- Prometheus metrics & dashboards
- Stripe Checkout & webhooks
- Subscriptions, metering, trials
- PDF invoices & audit logs
- JWT auth, RBAC & evidence packs
- Webhook verification & rate limits
- VAT support
Plan Comparison
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Deterministic Research & Verdicts | ✓ | ✓ | ✓ |
| Portfolio Tools | ✓ | ✓ | ✓ |
| Client-Ready Reports | ✓ (view & basic exports) | ✓ (PDF/HTML & scheduled) | ✓ (PDF/HTML & scheduled) |
| Alerts | — | ✓ | ✓ |
| FCA-Ready Audit Trails | ✓ | ✓ | ✓ |
| User Accounts | 1–3 advisors | 5–15 advisors | 20+ advisors |
| Support | Priority Email | 24/7 + Account Manager | |
| API Access | — | — | — (pilots only) |
All plans include evidence traceability, compliance exports, and FCA-ready documentation.