Single user licence with an annual usage limit of 250 credits.
*Excl VAT and £99 setup fee
Usage limits apply
Team licence with 4 system users, 500 credit annual limit.
*Excl VAT and £99 setup fee
Usage limits apply
Team licence with 8 system users, 1,500 credit annual limit.
*Excl VAT and £245 setup fee
Usage limits apply
Speak to us for integration and
larger usage licences.
*additional fees apply
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.
Our reports evidence client engagement and understanding on higher risk areas, helping protect you against complaints and achieve regulatory compliance.
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.