Features & Pricing

It’s the question everyone wants to know. We built the dream service, and you agree it’s exactly what you need. But what you really want to know is – how much will it cost me?

 

  • Lite

    £100 + VAT per month

    Includes system access and one user license.

    Additional users £45 + VAT.

    Book a Demo >

    • Full system use, including tracking of KPIs and adviser T&C
    • AML, GDPR, complaints handling and whistleblowing tests
    • Access to editable resource and CPD content in the Knowledge Base
    • Technical query support
    • File checks*
    • Access to training events*
    • Discounts on various systems and software
    • PI insurance preferential terms
    • Compliance calendar
    • Annual financial knowledge test
    • Newsletters and updates
    • Full CPD support
    • Full initial assessment of documents, systems and processes
    • Full annual review of compliance process
    • Personalised quarterly checks in with your Compliance Consultant
    • Support creating your Centralised Investment Proposition
    • Support compiling your Platform Due Diligence
    • Discounted rates on training events

    (Monthly rolling subscription, no long-term commitment)

    Start your Free Trial >

  • Managed

    £295 + VAT per month

    Includes system access and one user license.

    Additional users £45 + VAT.

    Book a Demo >

    • Full system use, including tracking of KPIs and adviser T&C
    • AML, GDPR, complaints handling and whistleblowing tests
    • Access to editable resource and CPD content in the Knowledge Base
    • Technical query support
    • File checks*
    • Access to training events*
    • Discounts on various systems and software
    • PI insurance preferential terms
    • Compliance calendar
    • Annual financial knowledge test
    • Newsletters and updates
    • Full CPD support
    • Full initial assessment of documents, systems and processes
    • Full annual review of compliance process
    • Personalised quarterly checks in with your Compliance Consultant
    • Support creating your Centralised Investment Proposition
    • Support compiling your Platform Due Diligence
    • Discounted rates on training events

    (Minimum 12 month contract, monthly rolling thereafter)

    Start your Free Trial >

  • Bespoke

    Subject to Requirements

     

     

    Discuss Further >

    • Whitelabelled use of our technology, to support your existing internal compliance framework
    • Ability to personalise your own user levels and system controls
    • Ability to set your own KPIs and system features
    • Full support with system set up and implementation
    • Regular check ins with compliance consultant
    • AML, GDPR, complaints handling and whistleblowing tests
    • Access to the Knowledge Base
    • Newsletters and updates
    • Compliance calendar
    • CPD logging

    Book a Demo >

* additional fees apply

Are you thinking of going directly authorised for the first time?

Our 'Going it Alone' package is hands-on support for those embarking on the directly authorised journey. It covers advice, support, guidance, tools and practical help, to ensure you have everything you need to make your important decisions and get up and running as efficiently as possible.

Apply

for Authorisation

Build

a Business Plan

Create

your Client Proposition

File checks

Our file checks fall under three categories.

  • Simple

    £45 + VAT

    such as new investment, protection, mortgage cases

  • Moderate

    £95 + VAT

    such as replacement business (pensions or investments)

  • Complex

    £145 + VAT

    such as financial planning or occupational reviews, or checks incorporating more than one piece of advice

© Apricity Compliance Ltd. All rights reserved. Registered in England & Wales at Beehive, Lingfield Point, Darlington, DL1 1RW / No: 10824977.

Design by Tony McBride, website by Outlines Design.