advisor partner pricing

Our partner pricing has be set up in a way to scale with your firm as it grows, to provide you with the marketing, training and implementation that suits your goals and to easily to roll out the Clarity conversation to all of your business owner clients. 
The advisor partner programmes cater to all types of firms;

whether you want to start having advisory conversations with your clients about growing and improving their business,

you have a small team but only the leaders of the firm currently deliver advice and you want 100% of your clients and team to benefit or

you have a large firm with an advisory department and want to create a sales funnel for them and free up some of their time for big ticket advice only.

The advisor partner programmes have been set up to give you the maximum benefit and a great return on investment regardless of your goals.

what our members say

Clarity is a great business advisory platform for having the right conversations with business owners and helping them to set clear goals and actions.
It's super easy to use, and means that the rest of the team can get involved, rather than me being the bottle neck. This ultimately means we can support more clients with the tailored help they need.

The support is amazing!

Sharon Pocock

Kinder Pocock

Clarity HQ is a great tool to start the advisory conversations and set some goals and action plans. Intuitive and a tool the team can use so great for developing the team into the advisory space too. Love the fact that all clients are on a dashboard and we can benchmark within our portfolio of clients and grade them too. Brilliant. The support from the Clarity team is top notch too... Massively supportive and encouraging.

Debbie Whitaker

Not Just Numbers

This is hands down the easiest software I've ever had to implement. Within just two weeks, I had spoken to six clients and generated an additional £42K GRF, at no extra cost!

I believe Clarity should get commission from various other advisory apps in the eco-system as it positions them so nicely, and really is a gateway for them!

Graeme Tennick

Graeme Tennick & Co Accountants

Scalable licencing for accountants, bookkeepers, coaches and mentors.

All prices are in GBP and are excluding any relevant sales tax.

advisor partner programmes (summary)

Monthly price. £197

Min. number of Starter clients" 24

Min. number of Essentials clients" 1

Discount for Essentials & Advanced clients. 0%

Additional Starter Licences*: £2

Additional Essentials Licence*: £30

Online training & implementation

Technical support

Monthly price. £997

Min. number of Starter clients" 74

Min. number of Essentials clients" 26

Discount for Essentials & Advanced clients (already applied to price above). 15%

 

Online training & implementation

Advisory services systems support

Technical support

Monthly price. £2997

Min. number of Starter clients" 99

Min. number of Essentials clients" 101

Discount for Essentials & Advanced clients (already applied to price above). 20%

 

Online training & implementation

Advisory services systems support

Advanced training & implementation

Technical support

Monthly price. Call us

Min. number of Starter clients" 199

Min. number of Essentials clients" 501

Discount for Essentials & Advanced clients (already applied to price above). 30%

 

Online training & implementation

Advisory services systems support

Advanced training & implementation

Premium support and in-person training

Technical support

"Details of what's included in our starter and essentials licences are at the bottom of the page.

advisor partner programmes (summary)

Partner level.

Monthly price

Minimum number of Starter clients”

Minimum number of Essentials clients”

Additional Starter Licences*

Additional Essentials Licences^

Starter

£197

24

1

£2

£30

Standard

£997

74

26

£2

£25.50

Pro

£2997

99

101

£2

£24

Enterprise

Call us

199

501

£2

£21

Discount for Essentials & Advanced clients (already applied to price above).

0%

15%

20%

30%

Partner level.

Online training & implementation

Advisory services systems support

Advanced training & implementation

Premium support and in-person training

Bronze

Yes

Silver

Yes

Yes

Gold

Yes

Yes

Yes

Platinum

Yes

Yes

Yes

Yes

*From £2 per client per month plus the relevant sales tax. This is based on adding a block of 100 clients.
^Per client per month plus the relevant sales tax, this already includes the relevant discount.
“Details of what’s included in our starter and essentials licences are at the bottom of the page.

If you’re ready to get started you can immediately join a level in the advisor partner programme.

Below are what’s included in our starter, essentials and advanced licences.

Start your 14 day

free trial today.