VFD Pro Plan Options

VFD Pro offers a range of plans for those practices who want to take their advisory services to the next level. These can be tailored to meet the needs of your team, Partners, Managers, Client Managers, Accounting Technicians and Bookkeepers.

Each plan level provides access to a range of VFD Pro reports and business planning models. Once you have decided your plan level you can add further client connections as required – read more.

PLAN LEVEL

ALL INCLUSIVE

Platinum

Gold

Silver

Bronze

Practice Investment

£749 / mo.

£299 / mo.

£199 / mo.

£129 / mo.

£69 / mo.

Client Reporting

VFD Pro Portal

Demonstration Reports

New Reports - Early access

Business Development Reports

Business Overview Reports

Business Intelligence Dashboard

Practice Branded Portal

Practice Branded Demo Reports

Connection Types (included in plan)*

Compliance+

Unlimited

25*

10*

3*

1*

Advisor Lite

Unlimited

1*

1*

1*

Advise & Grow

Unlimited

1*

1*

Grow & Exit

Unlimited

1*

*Additional connections can be added as required - volume discounts apply. Cost of each connection type can be found here.

Training & Support

Academy User Access

5 users

5 users

3 users

1 user

1 user

Practice Owners Peer Network

Technical Training (2 per month)

In Person Technical Support

Video Support Guides

Client Engagement & Promotion

Practice Directory Listing

FiMBO Training Material

Client Opportunity Interviews

12 per year

12 per year

6 per year

4 per year

PRACTICE INVESTMENT

£749

per month

£299

per month

£199

per month

£129

per month

£69

per month

Please note:

  • The ‘All Inclusive’ Plan is for an initial term of 12 months, after which it will be reviewed.
  • ‘Platinum / Bronze / Silver / Gold Plan’ provided on a 1 month rolling basis.
  • Annual payment benefits from a 20% discount on the annualised monthly rates.
  • All prices are subject to VAT.
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