We try to keep our product offering simple, and offer three plans that allow us to grow with you. The key difference between the Start, Grow, and Scale plans is the level of Assets Under Management (AUM) they support.
Price: £499/month
Best for: Small family offices and advisors
Assets Under Management (AUM): Up to £100 million
Users: 1 included (additional users: £299/month each)
Clients: Unlimited
Support: Unlimited support with 48-hour response time
Key Features: