Pricing
Priced per firm, after a short conversation.
Every advice firm is a different shape — number of advisers, number of client portals, which platforms you run. We'd rather quote you something that fits than publish a number that doesn't. We're finalising the published structure now; here's how we think about it.
Per adviser
A seat for each adviser and paraplanner using the dashboard. Simple to reason about as your team grows.
Per client portal
Priced against the number of active client portals — aligned to the value your clients actually see.
Flat firm licence
One predictable licence for the whole practice, regardless of headcount. Easiest to budget.
What's included
Every plan is the whole product.
There's no “portal add-on” or “AI tier.” Tandem is one system; you get all of it.
- ✓ Unified client record, synced from your CRM and enriched automatically.
- ✓ Live portfolio data from the custody platform.
- ✓ The full client portal — installable, brandable, two-way.
- ✓ Always-on income & expenditure as a live source of truth.
- ✓ Automated progress review packs from live data.
- ✓ AI call summaries and drafted client follow-ups.
- ✓ Directional household visibility controls.
- ✓ Full audit logging with named actors.
Tell us your setup — we'll quote it.
Team size, client count and the platforms you run. Fifteen minutes gets you a real number and a walkthrough.