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Small or large, we have a plan to support your business and clients

  • Individual

    £ 159 / mo

    Ideal for individual advisers and small firms looking to engage and educate selective clients with accredited video journeys.

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  • Business

    £ 295 / mo

    Our most popular plan is designed for firms wishing to reach and educate higher volumes of clients across a range of topics.

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  • Large business

    £ 495 / mo

    A higher usage plan ideal for larger firms looking to make video core to their client engagement and advice strategy.

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All plans are min 12 month contract and exc VAT. Looking for Enterprise licensing? Click here

Journey credits

To spend anually on topics

500
Setup fee

One time charge

£99
£248
£495
Setup fee

We charge a one time setup fee to ensure to help you get up and running with your account.

System users

Advisers, planners, etc.

2
4
8
System users

Systems users are the Admins who access the Adviser Portal software.

Support

Online, email & phone

Priority
Support

All plans come with our best-in-class support via webchat, email and phone. Higher level plans come with dedicated contacts and priority response times.

Educational journey topics

Final Salary
Guaranteed Income
Flexible Income

Adviser Portal features

Client reports
Client reports

All plans come with automatically generated and downloadable reports. Reports include journey progression, questions and evidence invitations being sent.

Auto reminders
Auto reminders

Automatically send email reminders to clients and journey creators at predefined intervals.

Signup forms
Signup forms

Allow new clients to sign up via your website and social campaigns generating a lead.

Email templates
Email templates

Each journey has it's own email invitation template which is configurable as a master template and at the time of send.

User roles
User roles

Different levels of system user access allow for better integration to existing workflows.

Video forms
PLUS
PLUS
Video forms

Engage prospects on your website with embedded video and convert them to a lead with the built in form.

Find out more
Adviser forms
PLUS
PLUS
Adviser forms

A purpose build form allowing advisers and other users to invite clients to journeys without being an Adviser Portal user directly.

MFA
PLUS
PLUS
MFA

Secure your account with multifactor authentication. System users will be challenged with a code to gain access to the Adviser Portal.

API
Optional
API

Integrate Money Alive's media into an existing project via our Media API. Further API functionality is coming soon.

MI dashboards
Optional
MI dashboards

Custom built analytics dashboard based on your on KPI's and company vocabulary.