Simple, transparent pricing.
Built to scale with your firm. No hidden fees, no long-term contracts. Every subscription includes adviser tooling for privacy notices, retention automation, and structured DSAR exports, so pricing stays simple while compliance depth grows with you.
Prices exclude VAT. VAT is not currently charged.
Clear Fact Founders
Everything you need to run your modern advisory firm.
Lifetime price lock on your base plan while you stay subscribed. Integrations Pack sold separately.
- Full pipeline and case management
- Unlimited secure client portals
- Automated fact-find data capture
- Includes 100 SMS Credits
Clear Fact Core
Everything you need to run your modern advisory firm.
- Full pipeline and case management
- Unlimited secure client portals
- Automated fact-find data capture
- Includes 100 SMS Credits
Need more texts?
Automated nudges get documents signed faster. Top up your SMS balance anytime, directly from your dashboard.
Have a larger team?
We offer custom onboarding and data migration for enterprise firms.
Contact Sales →