No contracts, no per client fees, no hidden extras. Just pay as you go!
Only pay per adviser in your company
- Manage unlimited clients
- Connect with clients and give them access to their own plans for no extra cost.
- Cancel anytime - No long-term contracts, just a monthly pay as you go subscription.
For 1 - 4 advisers £62.50 per adviser, per month
For more than 4 advisers £50 per adviser, per month
It's really that simple.
Try it for free for 2 weeks
Plus 3 months at half-price
All prices ex VAT. No obligations & no credit card required.
Frequently Asked Questions
Q. How do you handle billing?
RetireEasy LifePlan Professional is a monthly subscription which is invoiced at the start of each calendar month. All invoices are payable in 7 days. Any delay in payment may result in a suspension of service.
Q. Can I cancel anytime?
You can cancel your RetireEasy LifePlan Professional subscription at any time. There is no minimum term or notice period.
Q. Can I increase or reduce the number of advisers on my account?
Yes via your advisor dashboard you can add or remove advisers from your account. Clients assigned to an adviser who is being removed, will automatically become unassigned, so you can easily assign them to another adviser.
We calculate your monthly invoice amount based on the number of advisers you have on your account in the previous calendar month.
Q. Will I need training to use this product?
No, the product is incredibly intuitive to use and you are guided throughout by informative tooltips. Should you ever need help however, we will be more than happy to organise a personalised webinar session to discuss any particular questions you may have.
Q. Is custom rebranding included in the price above?
No. For your own customised version of the product complete with your branding including logo and colours please contact us here and we will provide you with a quotation.