Pricing
Built for regulated firms
One platform with everything your firm needs — suitability, compliance, client management, and more. Flexible plans for firms of all sizes.
Flexible plans for firms of all sizes
Every plan includes the full Plannetic platform — no feature gates, no hidden extras. We offer 12, 24, and 36-month contract terms with volume pricing for larger teams. Contact us for a tailored quote.
- All features included on every plan
- Multi-seat pricing for teams
- Free trial setup available
- No credit card required to start
Everything you need, on every plan
All plans include the full Plannetic platform. No feature gates, no hidden extras.
Suitability reports
Generate FCA TR24/1 aligned suitability assessments with auto-scoring and consumer duty checks.
Client fact-find portal
Send clients a branded, guided questionnaire to collect financial data before meetings.
Investment profiling
Assess attitude to risk, capacity for loss, and investor persona in one 25-question flow.
E-signature workflows
Send documents for legally-binding electronic signatures with full audit trail.
Document management
Store, version, and organise client documents with template-based generation.
Complaint management
Track complaints end-to-end with FCA-aligned timelines, holding responses, and investigation reports.
Team management
Invite advisers and supervisors with role-based permissions and activity oversight.
Compliance logging
Automatic audit trail of every action — who did what, when, and on which client.
Client communications
Log calls, emails, and meetings against client records for a complete interaction history.
Branded firm portal
Your logo, colours, and domain on every client-facing page and email.
Frequently asked questions
How does the free trial work?
Submit the quick trial request form and the Plannetic team will contact you to activate your workspace. No credit card is required.
What happens when my trial ends?
You'll be prompted to choose a plan. Your data is preserved — you won't lose any work.
How do I get a quote?
Contact our team and we'll put together a tailored quote based on your firm size, number of advisers, and the contract term that suits you.
Can I change my plan later?
You can upgrade your contract term at any time. Contact us to discuss changes to your plan.
Is there a cancellation policy?
Plans are billed for the full contract term. Contact us if you need to discuss your contract.
Ready to modernise your practice?
Get in touch to discuss your requirements, or request a free trial to see Plannetic in action.