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| Cost and what is included | truth | professional | ||||||||||||||||||
| Our market leading financial planning programs with lifelong cash flow analysis, designed for maximum effectiveness when used with clients. |  |
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| Production of comprehensive financial plans or short compliance reports, linked to Microsoft Word. You have total control of the design, content and branding of all printed output. | |
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| Agenda, Minutes, Contact History plus Document Management (paperless office). | |
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| Back office and portfolio management software, including new business tracking, commission tracking, time ledger, standard letters, mail merge, model portfolios, asset allocation, performance charts and reports and Investment Valuation designer. | |
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| FREE training to ‘spend’ how you wish, whether it be on our hands-on software training courses or access to our Regional Mentoring Scheme. | 4 free days | 8 free days | ||||||||||||||||||
| Unlimited telephone support. We don’t operate a ticket queuing or call back system. Call one of our experts during office hours. Whoever answers the phone will answer your question. We pride ourselves on our unrivalled support. | |
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| Automatically receive all updates to the software online. With a wealth of Financial Planners already using our software, suggestions to improve the client experience are implemented regularly. We monitor upcoming changes to government legislation and change the software as required. | |
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| Free first year membership to the Institute of Financial Planning (for non-members only) | |
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| First licence (cost per month + VAT) | £197 | £297 | ||||||||||||||||||
| Additional licences (cost per month + VAT) | £75 | £75 |
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