Pricing
-
Starter
£95/ mo*Single user licence with an annual usage limit of 250 credits.
Plan includes:
- Risk management videos
- Engagement videos
- Full reporting
-
Increased viewing limits -
Branded webforms -
Custom complete screen -
Campaign tracking -
Client tags -
Client opt outs -
Enhaced security options -
Priority support -
Host your own box sets*
*Excl VAT and £99 setup fee
Usage limits apply -
Team
£159/ mo*Team licence with 4 system users, 500 credit annual limit.
Includes all Starter features plus:
- Risk management videos
- Engagement videos
- Full reporting
- Increased viewing limits
- Branded webforms
- Custom complete screen
-
Campaign tracking -
Client tags -
Client opt outs -
Enhaced security options -
Priority support -
Host your own box sets*
*Excl VAT and £99 setup fee
Usage limits apply£295/ mo*Team licence with 8 system users, 1,500 credit annual limit.
Includes all Starter features plus:
- Risk management videos
- Engagement videos
- Full reporting
- Increased viewing limits
- Branded webforms
- Custom complete screen
-
Campaign tracking -
Client tags -
Client opt outs -
Enhaced security options -
Priority support -
Host your own box sets*
*Excl VAT and £245 setup fee
Usage limits apply -
Enterprise
From £495/ mo*Speak to us for integration and
larger usage licences.Includes all Team features plus:
- Risk management videos
- Engagement videos
- Full reporting
- Increased viewing limits
- Branded webforms
- Custom complete screen
- Campaign tracking
- Client tags
- Client opt outs
- Enhaced security options
- Priority support
- Host your own box sets*
*additional fees apply
Trusted by top companies
Better informed clients
Our interactive & impartial video experiences break down topics so your clients can learn at a pace to suit them and underscore your client centric approach and brand values.
Reduces business risk
Our reports evidence client engagement and understanding on higher risk areas, helping protect you against complaints and achieve regulatory compliance.
Video library
These topics have been selected by experts as posing particular risks to advisers' businesses. Start using them with clients today to help you achieve regulatory compliance and protect yourself from potential future complaints.
These topics are ideal for creating awareness and action around important financial topics for clients, professional connections and referrals. An engaging, professional and efficient way of enhancing and projecting your brand.
I am sure that the FCA would consider firms providing independent, unbiased information to clients in advance of a first meeting as a good practice approach.
Our impact
Thanks ,
We'll be in touch shortly. Need to talk to us sooner? Email [email protected] and we'll be happy to help.
Oops...
Something went wrong. Please refresh the page and try again or email [email protected] and we'll be happy to help.
Thanks ,
We'll be in touch shortly. Need to talk to us sooner? Email [email protected] and we'll be happy to help.
Oops...
Something went wrong. Please refresh the page and try again or email [email protected] and we'll be happy to help.
Oops...
Something went wrong. Please refresh the page and try again or email [email protected] and we'll be happy to help.
- Plans which have access to box sets which have a cost to assign have an annual usage limit described as credits.
- Assigning a box set uses up a credit and counts towards your annual usage limit.
- You can upgrade to a larger plan at any time if you reach your usage limit sooner than expected