Choosing the Right Connection Type for Your Clients
From your initial conversation to reporting, forecasting and exit planning, select the optimum plan for your clients.
A connection type to meet every client need:
- Future Focused Discussions: use Compliance+
- Full Management Reporting: use Advisor Lite
- Planning and Forecasting: use Advise & Grow
- Exit Planning and Support: use Grow & Exit
Included in all plans at no extra cost:
- Business Overview Reporting: use Business Overview
Reports & Analysis
Grow & Exit
Advise & Grow
How do you want to help your client?
Exit Planning, Valuation & Due Diligence
Growth Planning & Reporting
Comprehensive Management Reporting
Future Focused Client Meetings
Enhanced Performance Reports
Business Overview Report
Performance Analysis Report
Performance Trend Report
Board Summary Report
Board Detail Report
Customer Analysis Report
Marketing ROI Report
Supplier Analysis Report
Business Growth Advisory
Client Discussion Model
Business Growth Model
Client Segmentation Model
Customer Targeting Model
Forecast Model (by Customer)
Forecast Model (by Nominal)
Performance vs Forecast Plan
Non Financial KPI Model
Business Data Model
Opportunity Exception Reports
Customer Exception Report
Utilities Exception Report
Telecoms Exception Report
Exit Value Accelerator (EVA)
Business Valuation Model
Exit Planning Model
Performance vs Plan
Due Diligence Report
Connections included in each VFD Pro subscription
Cost for additional connections
£100 / mo.
£50 / mo.
£10 / mo.
£3.50 / mo.
Potential ROI: Client Fee Income
£1,500 to £5,000+
£1,000 to £4,000
£250 to £500
£50 to £150
10% to 30%+ fee increase
‘Business Development’ connections are included with every subscription to support your sales discussions.
*Demonstrate and discuss with clients / prospects – use the Business Development connection for 30 days for any client
- Unless otherwise stated all connections are provided on a 1 month rolling basis.
- ‘Grow & Exit’ connections are provided on a minimum 12 month contract. Click here for alternative prices and options.
- Annual payment benefits from 12 months for the price of 10 months.
- All prices are subject to VAT.
The count of connections applies to Advisor Lite / Advise & Grow / Grow & Exit (this does not include Compliance+)
|Number of Connections||Discount Applied|
|1 to 9 connections||0%|
|10 to 49 connections||30%|
|50 to 99 connections||40%|
|100 to 249 connections||50%|
|250 to 499 connections||60%|
|500 to 10,000 connections||70%|