Flexibility to suit your needs
All of our Subscription Plans include the equivalent value of users as part of the minimum subscription fee – you only pay more when total usage exceeds the minimum fee for your chosen plan. And that’s not all, every Subscription Plan enjoys the potential of volume discounts ranging from 5% to 20% off your total invoice. Just choose the plan that's right for you, safe in the knowledge that you can upgrade, any time.
Every product is available as part of your Subscription, with the functionality increasing in scope as you go. For example, if you have a client on Cash Flow Pro, all Fact Find and Wealth Track functionality is included. You can shift clients between product types to suit the service or capability required, at any time! All of our out-of-the-box integrations with XPLAN, Docusign, Midwinter etc are included in the price. No tricks, just great value.