Investor Compass Plans

Compare
Plans

Pro

Business

Enterprise

USERS

Advisers

1 to 9

10 to 99

100 and above

Price per user per year

£700

£850

£1,050

Free assistant users

Up to 5

1 per adviser

Unlimited

INVESTMENT SUITABILITY

Risk Tolerance




Composure and Confidence




Financial Situation and Risk Capacity




Goal Affordability and Financial Planning




Knowledge and Experience




Suitable Investment Risk




Mapped Fund Selection




Sustainable Investing Preferences




Client Report




Behavioural insights

Personalised prescriptions




Advanced Financial Personality

-



Advanced Sustainable Investing

-



Client Vulnerability

Coming soon

Coming soon


Bespoke Behavioural Nudges

-

-


Customisation

Configurable client experience

Use your logo and custom colours



Add or remove assessment modules

-





Multiple languages

-





User groups and permissions

-



Custom wording

-

-


Data centre location

-

-


Data insight

Adviser dashboard




MIS / compliance dashboard

-

Coming soon


Marketing dashboard

-

-

Coming soon

Integrations and support

Onboarding

Self-serve

Initial configuration support and a "train the trainer" workshop

Additional support for customisation and a live user webinar

Technical support

Online help centre and support ticketing system

Everything in Pro plus phone support for tech admin

Everything in Business plus an SLA for response and resolution times

API integrations

-

Access to our API store to build custom integrations

Developer support to build custom integrations

Contract and billing

Setup cost

-

From £5,000

From £25,000

Payment

Direct debit or credit card

Invoice

Invoice and purchase order

Contract

Terms of service

Terms of service

Custom

USERS

Advisers

1 to 9

Price per year

£700

Free assistant users

Up to 5

INVESTMENT SUITABILITY

Risk tolerance


Composure and Confidence


Financial Situation and Risk Capacity


Goals and Affordability


Knowledge and Experience


Suitable Investment Risk


Sustainable Investing Preferences


Client Report


Behavioural insights

Advanced Financial Personality

-

Advanced Sustainable Investing

-

Client Vulnerability

-

Bespoke Behavioural Nudges

-

Customisation

Configurable client experience

Logo only

Multiple languages

-

Custom wording

-

User groups and permissions

-

Data centre location

-

Data insight

MIS dashboard

-

Marketing dashboard

-

Integrations and support

Onboarding

Self-serve

Technical support

Online help centre and support ticketing system

API integrations

Choose from a growing list of pre-built connectors

Contract and billing

Setup cost

-

Billing cycle

Annual (monthly coming soon)

Payment options

Direct debit or credit card

Initial term

1 year

Contract

Terms of service

USERS

Advisers

10 to 99

Price per year

£850

Free assistant users

1 per adviser

INVESTMENT SUITABILITY

Risk tolerance


Composure and Confidence


Financial Situation and Risk Capacity


Goals and Affordability


Knowledge and Experience


Suitable Investment Risk


Sustainable Investing Preferences


Client Report


Behavioural insights

Advanced Financial Personality


Advanced Sustainable Investing


Client Vulnerability

Coming soon

Bespoke Behavioural Nudges

-

Customisation

Configurable client experience


Multiple languages



Custom wording

-

User groups and permissions

-

Data centre location

-

Data insight

MIS dashboard


Marketing dashboard

-

Integrations and support

Onboarding

Initial configuration support and a "train the trainer" workshop

Technical support

Everything in Pro plus telephone support for a tech admin

API integrations

Access to our API store to build custom integrations

Contract and billing

Setup cost

£5000

Billing cycle

Annual

Payment options

Invoice

Initial term

2 years

Contract

Terms of service

USERS

Advisers

50 or more

Price per year

£700

Free assistant users

Unlimited

INVESTMENT SUITABILITY

Risk tolerance


Composure and Confidence


Financial Situation and Risk Capacity


Goals and Affordability


Knowledge and Experience


Suitable Investment Risk


Sustainable Investing Preferences


Client Report


Behavioural insights

Advanced Financial Personality


Advanced Sustainable Investing



Client Vulnerability


Bespoke Behavioural Nudges


Customisation

Configurable client experience


Multiple languages



Custom wording


User groups and permissions


Data centre location


Data insight

MIS dashboard


Marketing dashboard

Coming soon

Integrations and support

Onboarding

Additional support for customisation and a live user webinar

Technical support

Everything in Business plus an annual user workshop

API integrations

Developer support to build custom integrations

Contract and billing

Setup cost

£25000

Billing cycle

Annual

Payment options

Invoice and purchase order

Initial term

2 years

Contract

Bespoke terms