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 | Advisor Lite | Compliance+ | Overview | Business Development |
How do you want to help your client? | Exit Planning, Valuation & Due Diligence | Growth Planning & Reporting | Comprehensive Management Reporting | Future Focused Client Meetings | Monthly Overview Report | Practice Development |
Enhanced Performance Reports | ||||||
Business Overview Report | ||||||
Performance Analysis Report | ||||||
Performance Trend Report | ||||||
Board Summary Report | ||||||
Board Detail Report | ||||||
Management 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) | ||||||
Funding Proposal | ||||||
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 | ||||||
ALL INCLUSIVE | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
PLATINUM | 1* | 1* | 1* | 25* | Unlimited | Unlimited |
GOLD | 1* | 1* | 10* | Unlimited | Unlimited | |
SILVER | 1* | 3* | Unlimited | Unlimited | ||
BRONZE | 1* | Unlimited | Unlimited | |||
Cost for additional connections | £100 / mo. | £50 / mo. | £10 / mo. | £3.50 / mo. | Included | |
Potential ROI: Client Fee Income | £1,500 to £5,000+ per month | £1,000 to £4,000 per month | £250 to £500 per month | £50 to £150 per month | 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
Please note:
- 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.
Connection Discounting:
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% |
