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.

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While we think technology is great, we also know regulation can be overwhelming, and it is the person on the end of the phone, that can answer your questions in a straight forward way, that can make all the difference.

That's what our managed service does, providing wrap-around support to the software, with a team of experts on hand to guide you every step of the way.

£ 320 + VAT per month

Let's talk

Find out more about our managed service support in our brochure.

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Managed Service

Our philosophy

We believe compliance should be embedded in a firm, with every person working to the same goal, resulting in naturally compliant outcomes.

So, how do we help you achieve this ?

1. Quarterly reviews make sure you are up to date with changes in regulation and that you can prepare for anything on the horizon.

2. File checks are used to make sure your compliance is working as it should; any issues spotted in file checks are addressed at a company level, with process updates or training identified to reduce similar issues reoccurring.

You also get all the benefits of a Lite client, including:

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T&C Management.

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Annual Testing.

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Knowledge Base.

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Conduct Rules Training.

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CPD Tracking.

Plus, as a Managed client

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Full initial and annual assessment of documents, systems and processes.

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Initial face to face meeting.

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Dedicated consultant and personalised quarterly reviews.

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Support with RegData, variation of permissions, and Connect submissions.

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Technical helpdesk support.

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The first licence for Lite clients is

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The first licence for Managed clients is

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Each additional licence is

£1 per month

£320 per month

£50 per month

For each adviser licence subscribed to, you get a free administrator licence. They have their own logins, including their own testing, training, Knowledge Base access and CPD logging.

Clear and transparent pricing

Use the calculator below to find out the monthly cost for your firm. The standard fee on each service includes one adviser and one admin licence. For each additional adviser licence bought, an admin licence is included at no additional cost.

Select Desired Plan

Number of additional advisers (1 included)0
Number of additional admins0
Number of file checks (average cost)0
Your Price £1 /month

LET’S TALK

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

-- FP Managed Service