Structured 6-8 Week Program

ExplainVest Pilot Program

Prove operational and documentation value before you commit. Get hands-on experience with our deterministic research and documentation platform in a structured pilot.

Clear KPIs

Measurable success criteria defined upfront: documentation time saved, compliance confidence, or workflow adoption

Dedicated Support

Weekly check-ins and onboarding support throughout the pilot

ROI Report

Comprehensive results review with performance metrics and recommendations

Program Structure

6-8 weeks from onboarding to results review

1

Week 1: Setup & Onboarding

  • Client portfolio import (CSV) and data integration
  • Client portfolio preferences and investment goals configuration
  • Training session (2 hours) covering key features
  • Define success KPIs (documentation time saved, compliance metrics, workflow adoption)
2-6

Weeks 2-6: Active Usage with Support

  • Weekly check-in calls (30 minutes) with dedicated success manager
  • Access to documentation workflows (research → proposal → compliance → client report)
  • Dedicated Deal Room workspace for collaboration
  • Scheduled reports (weekly) to track progress
  • Full access to deterministic research views and documentation features
7-8

Weeks 7-8: Results Review

  • ROI report generation with performance analysis
  • Win rate analysis vs baseline period
  • Client portfolio performance vs benchmark comparison
  • Success metrics review and recommendations
  • Long-term subscription options and pricing discussion

Success KPIs (Choose 2-3)

  • Documentation Time Saved
    Target: material reduction in time spent preparing suitability notes and client reports
  • Research & Compliance Efficiency
    Target: clear, repeatable workflow from research to documentation
  • Improved Documentation Quality
    Target: more consistent, transparent rationale and evidence across client files
  • Compliance Confidence
    Target: clearer audit trails and easier file reviews for compliance teams

Pricing & Investment

£1,000 – £2,000
One-time pilot fee (credited to subscription)
  • 6-8 weeks full access
  • Dedicated success manager
  • Comprehensive ROI report
  • No long-term commitment

Pilot fee credited toward annual subscription if you continue

Request Pilot Program

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Frequently Asked Questions

Who is the pilot program for?

Independent financial advisors (IFAs), wealth managers, portfolio managers, and institutional investors. Invitation-only access for qualified B2B customers.

Can I cancel midway?

Yes, but pilot fees are non-refundable. We recommend committing to the full 6-8 weeks to see measurable results.

Is the pilot fee credited?

Yes! If you subscribe to an annual plan after the pilot, the full pilot fee is credited toward your first year.

What happens after the pilot?

You receive a comprehensive ROI report and can choose to continue with a subscription or walk away with no obligations.