A Solution Built Around Your Business
Every client gets a tailored solution. The question is how far you want to take it.
We priced FINEST Planner the way professional software should be priced. You pay for what you use. If you are a sole practitioner managing 30 clients, your monthly cost is minimal. If you are running a practice of 500 clients, the platform cost is a fraction of what a single client engagement generates. As your business grows, your platform grows with you. No surprises. No bloated subscriptions. Just fair, transparent pricing that makes sense at every stage.
Individual Practitioners and Firms
Starter
Just getting started.
Up to 50 clients
£29 per month
- Full platform access
- Up to 50 client records
- Automated onboarding workflows
- Secure document vault
- Compliance and review tracking
- AI insights
- UK based support
Growth
Building momentum.
51 to 200 clients
£79 per month
- Everything in Starter
- Up to 200 client records
- Custom workflow configuration
- Branded client onboarding
- Priority support
- Quarterly review
Professional
Established practice.
201 to 500 clients
£149 per month
- Everything in Growth
- Up to 500 client records
- Dedicated account manager
- Bespoke service package setup
- Advanced reporting
- Integration support
Scale
High volume practice.
501 to 1,000 clients
£249 per month
- Everything in Professional
- Up to 1,000 client records
- White label branding option
- Multi-branch support
- Custom integrations
- Implementation team
Enterprise
No limits.
1,000 plus clients
Priced on scope
- Everything in Scale
- Unlimited client records
- Full custom configuration
- Dedicated project team
- SLA agreement
- Executive support
Networks and Organisations
If you represent a network of advisers or a professional organisation looking to deploy FINEST Planner across your membership, we offer straightforward per-seat pricing. One invoice. One relationship. Every adviser in your network gets full platform access and you get a network-wide administration dashboard showing all advisers, all clients, all activity, and all compliance across your entire organisation in one place.
Small Network
10 to 50 advisers.
10 to 50 advisers
£35 per adviser per month
- Full platform access per adviser
- Network administration dashboard
- Consolidated billing
- Onboarding support
- UK based support
Mid Network
51 to 100 advisers.
51 to 100 advisers
£28 per adviser per month
- Everything in Small Network
- Dedicated account manager
- Custom workflow templates
- Priority support
- Quarterly network review
Large Network
100 plus advisers.
100 plus advisers
£22 per adviser per month
- Everything in Mid Network
- White label branding option
- Full custom configuration
- Implementation team
- SLA agreement
- Executive support
Need Something Built From Scratch?
Some organisations need more than a configured platform. They need something designed and built entirely around their requirements, something they own outright when it is finished.
FINEST Planner takes on a small number of bespoke build projects each year. We scope, design, and build your custom platform. You own the finished product. Ongoing support and maintenance is available separately.
Not Sure Which Is Right for You?
Every enquiry starts with a conversation. Tell us about your firm, your client base, and what you are trying to achieve and we will recommend the right solution. No pressure. No obligation. Just a straightforward discussion about your business.
Common Pricing Questions
Yes. You can upgrade from Monthly Subscription to Configured Solution or Enterprise at any time. We will handle the transition and ensure no disruption to your existing client data or workflows.