Investor Compass – Plans

Compare
Plans

Pro

Business

Enterprise

Users

Advisers

Pro

1 to 9

Business

10 to 99

Enterprise

100 and above

Price per user per year

Pro

$1,185

Business

$1,550

Enterprise

Contact Us

Free assistant users

Pro

Up to 5

Business

1 per adviser

Enterprise

Unlimited

Users

Advisers

Pro

1 to 9

Business

10 to 99

Enterprise

100 and above

Price per user per year

Pro

£770

Business

£935

Enterprise

Contact Us

Free assistant users

Pro

Up to 5

Business

1 per adviser

Enterprise

Unlimited

Users

Advisers

Pro

1 to 9

Business

10 to 99

Enterprise

100 and above

Price per user per year

Pro

€925

Business

€1,225

Enterprise

Contact Us

Free assistant users

Pro

Up to 5

Business

1 per adviser

Enterprise

Unlimited

Users

Advisers

Pro

1 to 9

Business

10 to 99

Enterprise

100 and above

Price per user per year

Pro

$1,540

Business

$1,870

Enterprise

Contact Us

Free assistant users

Pro

Up to 5

Business

1 per adviser

Enterprise

Unlimited

Users

Advisers

Pro

1 to 9

Business

10 to 99

Enterprise

100 and above

Price per user per year

Pro

£770

Business

£935

Enterprise

Contact Us

Free assistant users

Pro

Up to 5

Business

1 per adviser

Enterprise

Unlimited

Pricing excludes applicable sales taxes.

INVESTMENT SUITABILITY

Risk Tolerance

Pro


Business


Enterprise


Composure and Confidence

Pro


Business


Enterprise


Financial Situation and Risk Capacity

Pro


Business


Enterprise


Goal Affordability and Financial Planning

Pro


Business


Enterprise


Knowledge and Experience

Pro


Business


Enterprise


Suitable Investment Risk

Pro


Business


Enterprise


Mapped Fund Selection

Pro


Business


Enterprise


Sustainable Investing Preferences

Pro


Business


Enterprise


Client Report

Pro


Business


Enterprise


Behavioural insights

Personalised prescriptions

Pro


Business


Enterprise


Advanced Financial Personality

Pro

-

Business


Enterprise


Advanced Sustainable Investing

Pro

-

Business


Enterprise


Client Vulnerability

Pro

Coming soon

Business

Coming soon

Enterprise


Bespoke Behavioural Nudges

Pro

-

Business

-

Enterprise


Customisation

Configurable client experience

Pro

Use your logo and custom colours

Business



Add or remove assessment modules

Pro

-

Business


Enterprise


Multiple languages

Pro

-

Business


Enterprise


User groups and permissions

Pro

-

Business


Enterprise


Custom wording

Pro

-

Business

-

Enterprise


Data centre location

Pro

-

Business

-

Enterprise


Data insight

Adviser dashboard

Pro


Business


Enterprise


MIS / compliance dashboard

Pro

-

Business

Coming soon

Enterprise


Marketing dashboard

Pro

-

Business

-

Enterprise

Coming soon

Integrations and support

Onboarding

Pro

Self-serve

Business

Initial configuration support and a "train the trainer" workshop

Enterprise

Additional support for customisation and a live user webinar

Technical support

Pro

Online help centre and support ticketing system

Business

Everything in Pro plus phone support for tech admin

Enterprise

Everything in Business plus an SLA for response and resolution times

API integrations

Pro

-

Business

Access to our API store to build custom integrations

Enterprise

Developer support to build custom integrations

Contract and billing

Setup cost

Pro

-

Business

From £5,000

Enterprise

From £25,000

Payment

Pro

Direct debit or credit card

Business

Invoice

Enterprise

Invoice and purchase order

Contract

Pro

Terms of service

Business

Terms of service

Enterprise

Custom