Pricing And Features

Anonymous Signed Up
Guest Basic Standard Premium1
Free
Lets you get started right away without signing up till you're ready to generate your strategy or you want to save your work for later.
Free
The best way to get started in earnest. Create a plan, generate and optimise a strategy, analyse the results, and save your work for later.
£... /year
All basic features, plus more including the ability to manually edit your strategy and view scenarios numerically.
£... /year
All standard features, plus much more including multiple plans, partial optimisation, and unlimited reports.
Create plans
Create plans ✔ 1 plan ✔ 1 plan ✔ 1 plan ✔ Unlimited plans
  Add up to two plan members
Add up to two plan members
  Specify attitudes to risk, legacy, etc.
Specify attitudes to risk, legacy, etc.
  Enter tangible asset values (e.g. property)
Enter tangible asset values (e.g. property)
  Enter state pension
Enter state pension
  Enter annuities & Defined Benefit pensions
Enter annuities & Defined Benefit pensions
  Enter employments
Enter employments
  Enter self-employments
Enter self-employments
  Enter any other income
Enter any other income
  Enter asset values
Enter asset values
  Enter debts
Enter debts
  Enter life insurance policies
Enter life insurance policies
  Enter anticipated inheritance(s)
Enter anticipated inheritance(s)
  Enter present and future spending
Enter present and future spending
  Modify plan details
Modify plan details
  Modify financial assumptions
Modify financial assumptions
  Save plan for later
Save plan for later
  Optionally share plan with another user
Optionally share plan with another user
  Generate optimised strategy
Generate optimised strategy 2 credits at sign-up2 2 credits added at upgrade/extension2 5 credits added at upgrade/extension2
  Monte Carlo simulation
Monte Carlo simulation
  View detailed results of strategy
View detailed results of strategy
  Use the AI Assistant
Use the AI Assistant
  Sensitivity analysis
Sensitivity analysis ✔ Up to 2 ✔ Up to 2 ✔ Unlimited
  Survival analysis
Survival analysis ✔ Up to 2 ✔ Up to 2 ✔ Unlimited
  Scenarios: charts
Scenarios: charts
  Scenarios: underlying numerical analysis
Scenarios: underlying numerical analysis
  Scenarios: run without inflationary adjustment
Scenarios: run without inflationary adjustment
  Manually edit strategy
Manually edit strategy
  Download full plan report
Download full plan report
  Ads-free experience
Ads-free experience
  Access plans shared with you
Access plans shared with you
  Create an unlimited number of plans
Create an unlimited number of plans
  Make copies of your plans that you can modify independently
Make copies of your plans that you can modify independently
  Transfer plans to other users
Transfer plans to other users
  Modify default planning assumptions
Modify default planning assumptions
  Lock strategy setting(s) before optimising
Lock strategy setting(s) before optimising
  Prioritised access to fastest processing
Prioritised access to fastest processing
  Prioritised access to fastest processing
Download API Guide for integration using REST

1 If you already have a standard subscription, you'll receive a discount to your premium upgrade equal to the pro rata value of any unused subscription, less the pro rata value of related bonus credits, less a small handling charge: but the total price is capped at the standard premium price. However, if you have a multi-year standard subscription worth more in total than a premium subscription, then you'll only be charged the handling charge and your subscription expiry date will be brought forward.

2 You can top up your optimisation credits.

Start Login

Follow Us: Facebook X (Twitter) LinkedIn