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Sole Trader
For individual advisers running their own practice.
- 1 adviser included
- Up to 75 active cases
- Branded client portal
- Document collection & e-signatures
- Form assignments & templates
- Automated email reminders
- Compliance audit trail
Get startedMost popularFirm
For growing firms with a team of advisers.
- Up to 5 advisers (£39/seat/mo extra)
- Unlimited active cases
- Everything in Sole Trader
- AI risk flags on every case
- AI document analysis
- AI suitability note generator
- Custom branding & white-label
- Priority support
Get started Network
For DA networks and large mortgage firms. Custom pricing.
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All prices exclude VAT.