Adviser Login 

Adviser Service Subscription - Diamond Club Offers
2-5 Advisers
per month
12 months
200 credit limit
2-5 adviser logins
6-9 Advisers
per month
12 months
300 credit limit
6-9 adviser logins
Multi-Adviser Plans
Step 2:  Select the plan that suits your needs, from the offers provided below:
Most Popular
Need help choosing?  
For our pricing guide click here
2 Advisers
per month
12 months
150 credit limit
2 adviser logins

Return to Single Adviser Plans

How do credits work?  
All subscriptions are duration based, for either a 3 month period or 12 month period. Credit usage is essentially a maximum usage limit, so at the end of the subscription period any remaining credits will expire.

On entering the client’s age, gender and name, one credit will be used. Once entered, there is no limit on the amount of research and/or reports you may do for that client for up to a year or until the subscription period expires. If you reach your maximum limit before the subscription period ends, it’s easy to upgrade your usage to a higher level.
More than nine advisers?  
If you have more advisers than what the 6-9 Adviser Plan caters for, then contact us for more information about larger packages.

How do monthly payments work?  
Monthly payment subscriptions are paid by direct debit setup via GoCardless. Subscriptions are for a 12 month period, therefore a 3 month cancellation fee applies if cancelled within the subscription period.
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