Choosing the Right System Please call our Sales team who will be happy to talk through the differences between each option to help decide which is best for you. Alternatively, our Case Calculator can help you to assess which version of the system is right for you. Don't worry too much about your future needs, as you are able to switch between options at a later stage. This will involve a change to your monthly rental amount and a pro-rata adjustment to the unused cases you have remaining at the time of the switch.

Working for Other Advisers

The standard software licence does not permit firms to offer services to other regulated firms or pay introductory fees. Please contact our Sales team for more information on the software solution we can offer to advisers working in this area.

Systems for Product Providers

In addition to the three options above, Product Providers can opt for the "Enterprise" version of the system. This system is specially customised for providers and contains everything needed to produce large volumes of reports for IFAs or Direct Sales forces. Please contact our Sales team for more information.