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The feedback you have provided is really useful, and I do appreciate it.
We do have a good number of firms already on our system already, which is going really well. Our system goes above and beyond your typical platform. We have built in AI assistants to set tasks, respond to emails, chase clients. We also have the FCA reports built into the system, so you can easily do your reports. Email and calendar integration, that is linked to clients.
We have an essentials plan at £39 per month, which is ideal for people just starting out. £89 per month for someone with 250 clients and £199 for unlimited clients. The £89 plan does not include the introducer portal, AI tools or compliance. The idea is the individual grows with the system. Instead of charging someone £99 per month, which most systems do for the minimum, we start lower and the system grows as they do.
If you have further feedback, I genuinely would love to hear it.
