Clarity member pricing - United Kingdom

Scroll down to see our membership levels.

Learn more and book on to the NextGen Advisory Blueprint here.

Or if you want guidance, book a short call here.

Trusted by:

Monthly

Annual

Platform
Portfolio View
A snapshot of all your clients’ data on one screen
Benchmarking
Ability to benchmark your clients by sector and location
Business Diagnostic Review
“Advisory Lite” - quickly identify your clients’ profit & cash improvement potential and co-create an action plan for each client
Expert-Driven AI
Use AI to help you select clients, analyse data, and generate action plans
Agendas
To help you deliver meetings and accountability calls
DealFlow
2 Boards for pipeline management of Advisory and Funding opportunities
Financial Planning Module
Instantly create financial plans (based on agreed action plan numbers) and sense check from a cashflow perspective
Financial Performance Review Module
Instantly see how your clients are doing against their plans, what’s working and what’s not
Service Maps
Accountability, Insights and Planning service lines prebuilt for you
DealFlow
Ability to create custom pipeline management boards
Advanced Expert-Driven AI
Use advanced AI to get insights on budget vs actual performance and recommended actions.
Business Success Programme
Deliver multi-year strategic planning sessions with clients using our business success programme, calculators, Purpose , Legacy Objective and Core Values, Business Modelling, Strategy, Planning, OKRs, One Page Plan etc
Advanced Functionality
Reports, Agendas, Task Management, Meeting Mode and Workflows
Resources
Additional resources to help you communicate, market, sell and deliver profitable services
Bespoke Implementation
A bespoke built implementation plan for your firm to work with you every step of your initial journey
Coaching and Mentoring
Ongoing coaching, mentoring and accountability to help you deal with any challenges and achieve your goals
Implementation
Free access to QuickStart online or join the NextGen Advisory Blueprint
Free access to the Clarity Success Academy online or join the NextGen Advisory Blueprint
Build a customised plan with our experienced Member Success Team - and free access to the NextGen Advisory Blueprint
Support
Access to Account Management for regular check-ins
Access to group training sessions
Access to our dedicated Member Success Team
One-to-One mentoring for the firm, coaching and monthly accountability calls
Access to enhanced education and support
Specialist group training
Multiple resources to market, sell and deliver business advisory
Upgrades
Mentoring, coaching and accountability

Platform
Portfolio View
A snapshot of all your clients’ data on one screen
Benchmarking
Ability to benchmark your clients by sector and location
Business Diagnostic Review
“Advisory Lite” - quickly identify your clients’ profit & cash improvement potential and co-create an action plan for each client
Expert-Driven AI
Use AI to help you select clients, analyse data, and generate action plans
Agendas
To help you deliver meetings and accountability calls
DealFlow
2 Boards for pipeline management of Advisory and Funding opportunities
Financial Planning Module
Instantly create financial plans (based on agreed action plan numbers) and sense check from a cashflow perspective
Financial Performance Review Module
Instantly see how your clients are doing against their plans, what’s working and what’s not
Service Maps
Accountability, Insights and Planning service lines prebuilt for you
DealFlow
Ability to create custom pipeline management boards
Advanced Expert-Driven AI
Use advanced AI to get insights on budget vs actual performance and recommended actions.
Business Success Programme
Deliver multi-year strategic planning sessions with clients using our business success programme, calculators, Purpose , Legacy Objective and Core Values, Business Modelling, Strategy, Planning, OKRs, One Page Plan etc
Advanced Functionality
Reports, Agendas, Task Management, Meeting Mode and Workflows
Resources
Additional resources to help you communicate, market, sell and deliver profitable services
Bespoke Implementation
A bespoke built implementation plan for your firm to work with you every step of your initial journey
Coaching and Mentoring
Ongoing coaching, mentoring and accountability to help you deal with any challenges and achieve your goals
Implementation
Free access to QuickStart online or join the NextGen Advisory Blueprint
Free access to the Clarity Success Academy online or join the NextGen Advisory Blueprint
Build a customised plan with our experienced Member Success Team - and free access to the NextGen Advisory Blueprint
Support
Access to Account Management for regular check-ins
Access to group training sessions
Access to our dedicated Member Success Team
One-to-One mentoring for the firm, coaching and monthly accountability calls
Access to enhanced education and support
Specialist group training
Multiple resources to market, sell and deliver business advisory
In-platform Upgrades
Mentoring, coaching and accountability

Compliance Plus

£299Per Month
Free licence for your firm
Unlimited users
Up to 100 clients
£2/m per additional client

£500/m

Compliance Plus

£239Per Month
Free licence for your firm
Unlimited users
Up to 100 clients
£2/m per additional client

Annually

£500/m

POPULAR

Business Advisor

£749Per Month
Free licence for your firm
Unlimited users
Up to 250 clients
£2/m per additional client

£500/m

POPULAR

Business Advisor

£599Per Month
Free licence for your firm
Unlimited users
Up to 250 clients
£2/m per additional client

Annually

£500/m

Strategic Partner

£1499Per Month
Free licence for your firm
Unlimited users
Up to 500 clients
£2/m per additional client

Included

Strategic Partner

£1199Per Month
Free licence for your firm
Unlimited users
Up to 500 clients
£2/m per additional client

Annually

Included

Clarity’s pricing is designed to generate significant profit for your firm from day one, with flexible membership levels that grow with you – so you get everything you need, and only when you need it.

Learn more and book on to the NextGen Advisory Blueprint here.

Or if you want guidance, book a short call here.

*All prices are in GBP£ and are subject to sales tax based on country jurisdictions.

Multi Office, with HQ overview, Enterprise and Solo membership are also available. Please contact us here.