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

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