Features and Pricing

Our range of services are detailed below, providing you with options from simply adding on our technology to support your existing processes, right through to additional wrap-around guidance to help you every step of the way. Along with clear and transparent fees, no matter your compliance needs, we have a solution that is right for you.

 

From T&C, to file checks, to training support, we have a range of additional services to support your firm, whether or not you are an Apricity client.

T&C

A solid, tailored Training & Competency scheme will embed learning, development, knowledge sharing, high quality files and good practice standards for all advisers in the firm. But...

Despite this, we know many firms just do not have the time, resources or expertise to create and implement such a scheme.

Enable: by Apricity is our service designed to support just this. We can take away the hassle of creating and implementing a T&C framework, and help train your advisers to full competency and assessing for Certification under SM&CR.

Enable brochure

File checks

Ok, it's important to listen up here... we typically complete and return regular file checks in 3 working days. Yep, you read that right. 3.

We know this is market leading. We know this blows the socks off the turnaround times of most other businesses. But we also know it matters to you. And to your clients. Delaying their planning under a pile of paperwork and bureaucracy will never be an Apricity thing.

We also apply common sense.

Sometimes we need to come back to you for a bit more information. That might slow things down. But it'll also mean we can help you by checking it properly.

We don't assume that if something's not on the file it doesn't exist. We chat with you, ask for anything we need, and review the case when we have all the available documents.

It's the Apricity way.

Additional services

Regulations may be pretty standard, but we know your firm is anything but. Each advice business has its own strengths, and its own areas where that bit of additional support can really help power it to the next level. Whether you need help with:

-- FP Extras

Growth planning

-- FP Extras

PROD support

-- FP Extras

Client propositions

-- FP Extras

SM&CR reviews

-- FP Extras

Staff training

-- FP Extras

Exit strategy planning

We have the knowledge and experience to provide the support you need, all with our no-nonsense, friendly approach.

For details of our File Check fees, and to find out all of the other ways we can support you and your firm, download the Apricity brochure here.

LET’S TALK

Just select a time to chat and we’ll be happy to help.

-- FP Extras