Our IFA Plan

Everything from our trial plan and more

Single User
Unlimited Access
9-5 Business Support
One to One Onboarding & Training
Personalised Platform Setup
1 x Fund Comparison Report / month

£249.99 (monthly / £2,499.99 (annual)

We monitor and alert on changes in performance, team composition and style drifts etc.

Our platform will help you improve your chances of guiding clients to invest in long-term winning teams versus an internally developed selection process or other alternative selection platforms.

What do our clients say

This could be a great addition to our fund selection process, either for monitoring or comparing outputs. The use of AI and the ability to process millions of data points is powerful, time and cost-saving.

Head of Wealth Management, London

The solution has the potential to be highly disruptive as this could save on human costs. So far, I haven’t seen any product delivering an unbiased and ethical fund selection using AI

Senior Partner at a Financial Advisory Firm, London

info@fundsaiq.com

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