Reporting & Modules
What level of support will you provide for clients?
- 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
- To Support Sales Discussions: use Business Development*
*Demonstrate and discuss with clients / prospects – use the Business Development connection for 30 days for any client
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.
- If you only want to use Compliance+ you can do so from £35 per month for 10 clients. See below for volume discounts.
- The minimum monthly price to use the VFD Pro reporting and analysis suite is £35 per month. Click here for further details.
- 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 a 20% discount on the annualised monthly rates.
- All prices are subject to VAT.
Connection Discounting : Compliance+
|Compliance+ Package||Package Cost per Month|
|401 + connections||POA|
Connection Discounting: Advisor Lite / Advise & Grow / Grow & Exit
|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%|