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Pricing Plan
Pay Monthly Pay Annual

11 Plus Advisers - Enterprise Solutions

Let's Talk

ONBOARDING & SETUP

€400 One-time
  • Comprehensive Practice and User Onboarding: profile setups and configurations tailored to your needs.
  • White Label Package: Custom theme colours, practice logo, advisor signatures, profile pictures, Terms of Business upload, and branded emails.
  • Additional Training: Two 45-minute training sessions for further assistance and support.
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 (Terms of Business, Privacy Policy, Digital Communication, Sensitive Data Storage - PPSN)
  • 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
iFactFind

€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
    €400
  • Customised Pre-Assessment Questionnaire
    €400
  • Customised Portfolio Preferences
    €400
  • Customised Risk Profile
    €550
Integration
  • Voyant
Start Trial

11 Plus Advisers - Enterprise Solutions

Let's Talk

ONBOARDING & SETUP

€400 One-time
  • Comprehensive Practice and User Onboarding: profile setups and configurations tailored to your needs.
  • White Label Package: Custom theme colours, practice logo, advisor signatures, profile pictures, Terms of Business upload, and branded emails.
  • Additional Training: Two 45-minute training sessions for further assistance and support.
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 (Terms of Business, Privacy Policy, Digital Communication, Sensitive Data Storage - PPSN)
  • 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
iFactFind

€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
    €400
  • Customised Pre-Assessment Questionnaire
    €400
  • Customised Portfolio Preferences
    €400
  • Customised Risk Profile
    €550
Integration
  • Voyant
Start Trial
Pay Monthly Pay Annual

11 Plus Advisers - Enterprise Solutions

Let's Talk

ONBOARDING & SETUP

€400 One-time
  • Comprehensive Practice and User Onboarding: profile setups and configurations tailored to your needs.
  • White Label Package: Custom theme colours, practice logo, advisor signatures, profile pictures, Terms of Business upload, and branded emails.
  • Additional Training: Two 45-minute training sessions for further assistance and support.
Annual Commitment
Up to 10 Advisers
Trial

21 Days

iFactFind

€119

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 (Terms of Business, Privacy Policy, Digital Communication, Sensitive Data Storage - PPSN)
  • 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
  • Voyant
Customisation & Configuration
  • Customised White-labelled Fact Find
  • Customised client login widget
  • White-labelled emails
  • Customised Scope of Advice
    €400
  • Customised Pre-Assessment Questionnaire
    €400
  • Customised Portfolio Preferences
    €400
  • Customised Risk Profile
    €550
Start Trial

11 Plus Advisers - Enterprise Solutions

Let's Talk

ONBOARDING & SETUP

€400 One-time
  • Comprehensive Practice and User Onboarding: profile setups and configurations tailored to your needs.
  • White Label Package: Custom theme colours, practice logo, advisor signatures, profile pictures, Terms of Business upload, and branded emails.
  • Additional Training: Two 45-minute training sessions for further assistance and support.
Pay as you go
Up to 10 Advisers
Trial

21 Days

iFactFind

€149

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 (Terms of Business, Privacy Policy, Digital Communication, Sensitive Data Storage - PPSN)
  • 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
  • Voyant
Customisation & Configuration
  • Customised White-labelled Fact Find
  • Customised client login widget
  • White-labelled emails
  • Customised Scope of Advice
    €400
  • Customised Pre-Assessment Questionnaire
    €400
  • Customised Portfolio Preferences
    €400
  • Customised Risk Profile
    €550
Start Trial