Sole Practitioner

As a sole practitioner working with a select number of clients, the VFD Consultant / Advisor Portal provides you with options that would not suit a larger practice with many clients. Select the package that best suits your need from the following:

PLAN LEVEL

ALL INCLUSIVE

Platinum

Gold

Silver

Bronze

Investment

£349 / mo.

£149 / mo.


£99 / mo.

£65 / mo.

£35 / mo.

Client Reporting

VFD Pro Portal

Demonstration Reports

New Reports - Early access

Business Development Reports

Business Overview Report

Business Intelligence Dashboard

Practice Branded Portal

Practice Branded Demo Reports

Connection Types (included in plan)*

Compliance+

Maximum
10 connections of any type

4*

3*

2*

1*

Advisor Lite

1*

1*

1*

Advise & Grow

1*

1*

Grow & Exit

1*

*Additional connections can be added as required up to a maximum of 10, cost of each connection type can be found here.

Need more than 10 connections, upgrade to a Practice Plan at any time, click here for more information.

Training & Support

Academy User Access

1 user

1 user

1 user

1 user

1 user

Technical Training (2 per month)

In Person Technical Support

Video Support Guides

Client Engagement & Promotion

Practice Directory Listing

FiMBO Training Material

Client Opportunity Interviews

4 per year

4 per year

INVESTMENT

£349

per month

£149

per month

£99

per month

£65

per month

£35

per month

Please note:

  • ‘Sole Practitioner’ plans are available to Accountants and Business Advisors operating in a solo capacity.
  • 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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