Pricing

Priced for practices, not marketing teams.

Straight per-seat pricing. No feature paywalls between you and your compliance obligations. Cancel any time.

Starter

Solo advisers & small firms — up to 5 users.

£99per firm / month
  • Up to 5 users
  • Lead capture (web, social, referrals)
  • Pipeline & CRM
  • Email follow-up sequences
  • Email support
Most popular

Growth

Growing firms — up to 20 users.

£249per firm / month
  • Up to 20 users
  • Everything in Starter
  • Segmentation & targeting
  • Seminars & referral engine
  • Reporting & dashboards
  • Priority support

Enterprise

Larger firms and networks — unlimited users.

£599per firm / month
  • Unlimited users
  • Everything in Growth
  • Integrations & API access
  • SSO & advanced RBAC
  • Data residency & SLAs
  • Dedicated success manager

Prices exclude VAT. UK / EEA data residency included on all plans.