From your initial conversation to reporting, forecasting and exit planning, select the optimum plan for your clients.

What level of support will you provide for clients?

    • Future Focused Discussions: use Compliance+
    • Full Management Reporting: use Advisor Lite
    • Planning and Forecasting: use Advise & Grow
    • Exit Planning and Support: use Grow & Exit

      Including in all plans at no extra cost:

      • Business Overview Reporting: use Business Overview
      • To Support Sales Discussions: use Business Development*

      *Demonstrate and discuss with clients / prospects – use the Business Development connection for 30 days for any client

      Reports & Analysis

      Grow & Exit

      Advise & Grow

      Advisor Lite



      How do you want to help your client?

      Exit Planning, Valuation & Due Diligence

      Growth Planning & Reporting

      Comprehensive Management Reporting

      Future Focused Client Meetings

      Monthly Overview


      Connection Cost (vol. discounts apply) 

      £100 / mo.

      £50 / mo.

      £10 / mo.

      £3.50 / mo.


      Enhanced Performance Reports

      Business Overview Report

      Performance Analysis Report

      Performance Trend Report

      Board Summary Report

      Board Detail Report

      Management Report

      Customer Analysis Report

      Marketing ROI Report

      Supplier Analysis Report

      Business Growth Advisory

      Client Discussion Model

      Business Growth Model  

      Client Segmentation Model

      Customer Targeting Model

      Forecast Model (by Customer)

      Forecast Model (by Nominal)

      Funding Proposal

      Performance vs Forecast Plan

      Non Financial KPI Model

      Business Data Model

      Opportunity Exception Reports

      Customer Exception Report

      Utilities Exception Report

      Telecoms Exception Report

      Exit Value Accelerator (EVA)

      Business Valuation Model

      Exit Planning Model

      Performance vs Plan

      Due Diligence Report

      Please note:

      Connection Discounting : Compliance+

      Compliance+ PackagePackage Cost per Month
      10 connections£35
      25 connections£75
      50 connections£135
      100 connections£240
      200 connections£420
      400 connections£780
      401 + connectionsPOA

      Connection Discounting: Advisor Lite / Advise & Grow / Grow & Exit

      Number of ConnectionsDiscount Applied
      1 to 9 connections0%
      10 to 49 connections30%
      50 to 99 connections40%
      100 to 249 connections50%
      250 to 499 connections60%
      500 to 10,000 connections70%