Pay for what you use, and nothing more.
Instead of high monthly fee, we charge a fair price based on how much you use our software. With no limits on users, or logins.
As part of our basic package, you get 50 free client profiles, where you can onboard clients, and run simulations. When you need to add more clients to the system, you flexibly scale your capacity.
Monthly
- Custom Branding
- Unlimited adviser accunts
- 50 free client profiles
- Add 25 additional client profiles for £25/month
Yearly
- Everything in our monthly plan, with a 10% discount
- Cancel anytime during your 60 day trial period
Common Questions:
Can I have a free trial of WealthOptic?
Yes. All professional users are entitled to a 60 day free trial to explore the software, and to try it live with clients.
What happens when I move from one pricing tier to another?
WealthOptic’s pricing is tiered based on live client profiles you have registered in the system. Everyone gets up to 50 profiles as part of the standard package, if you go over this bank we’ll automatically increase your billing, giving you access to an extra 25 profiles.
There is no upper limit, just fair usage based pricing, that works for both small and larger practices.
At what point does a client profile get added to my billing amount?
Client profiles only count towards your billing amount where they have a live financial plan stored in the system. This means you can invite an unlimited amount of prospects, at no cost.
Can I cancel at any time?
Yes you can cancel at any time, you’ll simply be billed up until the end of the current month.