Membership Tiers

Register Interest Only • No Payment Required

The Essentials
£0

Free

A manual dashboard to replace your spreadsheet.

  • Manual Asset Tracking
  • Net Worth Calculator
  • Liability Audit
  • Single-User Encryption
The Automator
£7.19

Individual+

Stop entering data. Start seeing the picture.

  • Everything in Free
  • Live Bank Sync
  • Auto-Categorisation
  • The Wealth Report
  • Smart Document Vault
  • Access to 40+ features
Billed Annualy
The Couple
£11.99

Partners

Total alignment. Total privacy.

  • Everything in Individual+
  • 2x User Seats
  • The Privacy Toggle
  • Household View
  • Shared Goals
Billed Annualy
The Legacy
£19.99

Family

organise the whole household, for today and tomorrow.

  • Everything in Partners
  • Advisor Access (Read-Only)
  • Kids' Accounts (Junior ISAs)
  • Trust & Entity Tagging
  • The Legacy Protocol
Billed Annualy