Annual Commitment
Pay as you go

Pay Monthly Pay Annual

11 Plus Advisers - Enterprise Solutions

Let's Talk

Annual Commitment

Up to 10 Advisers

Trial

21 Days

Features

Pre-meeting workflow 'mini fact find'
Personalised Fact Find
Detailed Scoping Tool
Master goals list including values-based goal capture
Risk Profiling & Portfolio Preferences
Pre-Assessment Questionnaire
Consents and Acknowledgements (FSG, Privacy Policy, Digital Communication, Sensitive Data Storage - TFN, Director's ID, HIN/SRN, CRN)
Client Review workflow
Comprehensive file noting with attachments (inc. audio files)
Live tracking of client progress
Scheduling Integration (Calendly, Microsoft Bookings, Google Calendar)
Two-factor verification and authentication (via sms, email & authenticator app)
Document Generation (3rd Party Authorities, Engagement Letters, Fact Find Snapshots, Consents Form and more)
Secure Document Vault
eSignature with Certificate of authenticity
Comprehensive Audit Logs
External Paraplanner & Support Staff Access
White Labelling

Customisation & Configuration

Customised White-labelled Fact Find
Customised client login widget

Start Trial

Core

^$119

Monthly / adviser
(ex GST)

Everything in Trial, Plus

Features

Customised White-labelled Fact Find
Customised client login widget
White-labelled emails
Customised Scope of Advice
Customised Pre-Assessment Questionnaire
Customised Portfolio Preferences
Customised Risk Profile

Start Trial

Integrate

^$169

Monthly / adviser
(ex GST)

Everything in Core, Plus

Integration

Xplan
Voyant
Worksorted
Fin365
Navexa

Start Trial

11 Plus Advisers - Enterprise Solutions

Let's Talk

Annual Commitment

Up to 10 Advisers

Trial

21 Days

Features

Pre-meeting workflow 'mini fact find'
Personalised Fact Find
Detailed Scoping Tool
Master goals list including values-based goal capture
Risk Profiling & Portfolio Preferences
Pre-Assessment Questionnaire
Consents and Acknowledgements (FSG, Privacy Policy, Digital Communication, Sensitive Data Storage - TFN, Director's ID, HIN/SRN, CRN)
Client Review workflow
Comprehensive file noting with attachments (inc. audio files)
Live tracking of client progress
Scheduling Integration (Calendly, Microsoft Bookings, Google Calendar)
Two-factor verification and authentication (via sms, email & authenticator app)
Document Generation (3rd Party Authorities, Engagement Letters, Fact Find Snapshots, Consents Form and more)
Secure Document Vault
eSignature with Certificate of authenticity
Comprehensive Audit Logs
External Paraplanner & Support Staff Access
White Labelling

Customisation & Configuration

Customised White-labelled Fact Find
Customised client login widget

Start Trial

Core

^$1285

Monthly / adviser
(ex GST)

Everything in Trial, Plus

Features

Customised White-labelled Fact Find
Customised client login widget
White-labelled emails
Customised Scope of Advice
Customised Pre-Assessment Questionnaire
Customised Portfolio Preferences
Customised Risk Profile

Start Trial

Integrate

^$1825

Monthly / adviser
(ex GST)

Everything in Core, Plus

Integration

Xplan
Voyant
Worksorted
Fin365
Navexa

Start Trial

11 Plus Advisers - Enterprise Solutions

Let's Talk

Pay as you go

Up to 10 Advisers

Trial

21 Days

Features

Pre-meeting workflow 'mini fact find'
Personalised Fact Find
Detailed Scoping Tool
Master goals list including values-based goal capture
Risk Profiling & Portfolio Preferences
Pre-Assessment Questionnaire
Consents and Acknowledgements (FSG, Privacy Policy, Digital Communication, Sensitive Data Storage - TFN, Director's ID, HIN/SRN, CRN)
Client Review workflow
Comprehensive file noting with attachments (inc. audio files)
Live tracking of client progress
Scheduling Integration (Calendly, Microsoft Bookings, Google Calendar)
Two-factor verification and authentication (via sms, email & authenticator app)
Document Generation (3rd Party Authorities, Engagement Letters, Fact Find Snapshots, Consents Form and more)
Secure Document Vault
eSignature with Certificate of authenticity
Comprehensive Audit Logs
External Paraplanner & Support Staff Access
White Labelling

Customisation & Configuration

Customised White-labelled Fact Find
Customised client login widget

Start Trial

Core

^$149

Monthly / adviser
(ex GST)

Everything in Trial, Plus

Features

Customised White-labelled Fact Find
Customised client login widget
White-labelled emails
Customised Scope of Advice
Customised Pre-Assessment Questionnaire
Customised Portfolio Preferences
Customised Risk Profile

Start Trial

Integrate

^$199

Monthly / adviser
(ex GST)

Everything in Core, Plus

Integration

Xplan
Voyant
Worksorted
Fin365
Navexa

Start Trial

Annual Commitment
Pay as you go

Pay Monthly Pay Annual

11 Plus Advisers - Enterprise Solutions

Let's Talk

Annual Commitment

Up to 10 Advisers

Trial

21 Days

Core

^$119

Monthly / adviser
(ex GST)

Integrate

^$169

Monthly / adviser
(ex GST)

Features

Trial

Core

Integrate

Pre-meeting workflow 'mini fact find'
Personalised Fact Find
Detailed Scoping Tool
Master goals list including values-based goal capture
Risk Profiling & Portfolio Preferences
Pre-Assessment Questionnaire
Consents and Acknowledgements (FSG, Privacy Policy, Digital Communication, Sensitive Data Storage - TFN, Director's ID, HIN/SRN, CRN)
Client Review workflow
Comprehensive file noting with attachments (inc. audio files)
Live tracking of client progress
Scheduling Integration (Calendly, Microsoft Bookings, Google Calendar)
Two-factor verification and authentication (via sms, email & authenticator app)
Document Generation (3rd Party Authorities, Engagement Letters, Fact Find Snapshots, Consents Form and more)
Secure Document Vault
eSignature with Certificate of authenticity
Comprehensive Audit Logs
External Paraplanner & Support Staff Access
White Labelling

Integrations

Xplan
Voyant
Worksorted
Fin365
Navexa

Customisation & Configuration

Customised White-labelled Fact Find
Customised client login widget
White-labelled emails
Customised Scope of Advice

$695

$695
Customised Pre-Assessment Questionnaire

$695

$695
Customised Portfolio Preferences

$695

$695
Customised Risk Profile

$895

$895

Start Trial

11 Plus Advisers - Enterprise Solutions

Let's Talk

Pay as you go

Up to 10 Advisers

Trial

21 Days

Core

^$149

Monthly / adviser
(ex GST)

Integrate

^$199

Monthly / adviser
(ex GST)

Pre-meeting workflow 'mini fact find'
Personalised Fact Find
Detailed Scoping Tool
Master goals list including values-based goal capture
Risk Profiling & Portfolio Preferences
Pre-Assessment Questionnaire
Consents and Acknowledgements (FSG, Privacy Policy, Digital Communication, Sensitive Data Storage - TFN, Director's ID, HIN/SRN, CRN)
Client Review workflow
Comprehensive file noting with attachments (inc. audio files)
Live tracking of client progress
Scheduling Integration (Calendly, Microsoft Bookings, Google Calendar)
Two-factor verification and authentication (via sms, email & authenticator app)
Document Generation (3rd Party Authorities, Engagement Letters, Fact Find Snapshots, Consents Form and more)
Secure Document Vault
eSignature with Certificate of authenticity
Comprehensive Audit Logs
External Paraplanner & Support Staff Access
White Labelling

Integrations

Scheduling
Xplan
Worksorted
Fin365

Customisation & Configuration

Customised White-labelled Fact Find
Customised client login widget
White-labelled emails
Customised Scope of Advice

$695

$695
Customised Pre-Assessment Questionnaire

$695

$695
Customised Portfolio Preferences

$695

$695
Customised Risk Profile

$895

$895

Start Trial

Cookies on this website

21 Days

$119

$169

21 Days

$1285

$1825

21 Days

$149

$199

21 Days

$119

$169

21 Days

$1285

$1825

21 Days

$149

$199

^$119

^$169

^$1285

^$1825

^$149

^$199

^$119

^$169

^$1285

^$1825

^$149

^$199