Investor Compass – Plans

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Plans

Partner Ecosystem

Suitability

Available via our current partner eco-system*

Standalone

Suitability

Our award-winning client suitability solution accessed via standalone web-app

Bespoke

Suitability

Our API-led solution that integrates with your current tech stack for full flexibility

Pricing

Minimum Price

Partner Ecosystem

No Minimum

Standalone

£10,000

Bespoke

£25,000

Monthly Price (Per Adviser)

Partner Ecosystem

£85

Standalone

N/A

Bespoke

N/A

Annual Price (Per Adviser)

Partner Ecosystem

£1,020

Standalone

£1,020

Bespoke

On Enquiry

Per Client/Investor Pricing

Partner Ecosystem

-

Standalone

-

Bespoke

Available

Volume Discounts

Partner Ecosystem

-

Standalone

Available

Bespoke

Available

Pricing excludes applicable sales taxes.

* We are actively working to extend our eco-system, so please let us know if there is a specific back-office solution that we're not currently integrated with.

Features

Risk Tolerance

Partner Ecosystem


Standalone


Bespoke


Composure and Confidence

Partner Ecosystem


Standalone


Bespoke


Financial and Risk Capacity

Partner Ecosystem


Standalone


Bespoke


Goal Affordability and Financial Planning

Partner Ecosystem


Standalone


Bespoke


Knowledge and Experience

Partner Ecosystem


Standalone


Bespoke


Suitable Investment Risk

Partner Ecosystem


Standalone


Bespoke


Mapped Fund Selection

Partner Ecosystem


Standalone


Bespoke


Sustainable Investing Preferences

Partner Ecosystem


Standalone


Bespoke


Client Report

Partner Ecosystem


Standalone


Bespoke


Behavioural insights

Also available as standalone product via API.

Personalised Prescriptions

Partner Ecosystem


Standalone


Bespoke


Advanced Financial Personality

Partner Ecosystem

-

Standalone

-

Bespoke

✓ (additional fees apply)

Bespoke Behavioural Nudges

Partner Ecosystem

-

Standalone

-

Bespoke

✓ (additional fees apply)

Data insight

Adviser Dashboard

Partner Ecosystem

-

Standalone

-

Bespoke


Data for MIS/Compliance

Partner Ecosystem

-

Standalone

-

Bespoke


Data for Marketing

Partner Ecosystem

-

Standalone

-

Bespoke


Contract and billing

Minimum Contract Length

Partner Ecosystem

1 month

Standalone

12 months

Bespoke

24 months

Setup Cost

Partner Ecosystem

-

Standalone

-

Bespoke

Yes

Payment

Partner Ecosystem

Dependent on Partner

Standalone

Invoice/Direct Debit

Bespoke

Invoice/Purchase Order

Contract

Partner Ecosystem

Terms of Service

Standalone

Terms of Service

Bespoke

Custom