Discounts are available for multiple licences. Use our calculator below to work out how much it would cost for your firm.
This includes:
✅ FREE ancillary Paraplanner licence with every Adviser licence ✅ Risk profiling questionnaire ✅ Capacity for loss questionnaire ✅ Risk assessment of funds and/or portfolios ✅ Risk mapping of your investment proposition ✅ Deep analysis of client portfolios ✅ Cost and charges projections ✅ White-labelled client reports ✅ Quick investment research tool
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