Pricing
Priced for the size of your desk. Not the size of your ambition.
Every plan includes the connected client record, compliance evidence and audit trail. Choose the level of workflow and reporting your team needs.
Desk
For small brokerages running one or two products.
£249
per month
See a 30-minute walkthroughNo card needed. We reply the same working day.
- Up to 5 users
- Client onboarding and CRM
- Compliance checks
- Document management
- Standard dashboard
- Email support
Brokerage
Most brokerages of 6 to 25 start here
For growing desks that need workflow and a client portal.
£749
per month
Start a configured pilotNo card needed. We reply the same working day.
- Up to 25 users
- Everything in Desk
- Custom workflows per product
- Branded client portal
- Application pack generation
- API access
- Priority support
Enterprise
For multi-office firms with their own integration roadmap.
Custom
annual agreement
Talk to usNo card needed. We reply the same working day.
- Unlimited users
- Everything in Brokerage
- Bespoke dashboards and reporting
- Dedicated integration support
- Single sign-on
- Named account manager
What happens next
A 30-minute call
We look at the products you broker and how your files move today. No slide deck.
A configured pilot
A sandbox set up around your own workflow, so the evaluation uses real cases rather than sample data.
Migration and go live
We quote onboarding, configuration and data migration once we know the size of your pipeline.
- No card needed
- Same working day reply
- No obligation
UK hosted
Client data stays in the United Kingdom.
Full audit trail
Every check, document and decision is time stamped.
Built for UK GDPR
Retention, access and consent handled inside the client record.
API first
Connects to the tools your desk already runs on.
Compare plans
Swipe sideways to compare plans.
Pricing questions
Is there a setup fee?
Onboarding, configuration and data migration are quoted once we understand the size of your pipeline and the products you broker.
Can we change plan later?
Yes. Plans move up or down at the start of a billing period, and your data and configuration carry over unchanged.
How is compliance verification charged?
AML, KYC and KYB checks are billed per verification at cost from the provider, so you only pay for the checks you actually run.
Do you offer a trial?
We run a configured pilot rather than a blank trial: a sandbox set up around your own products and workflow so the evaluation is realistic.