Where it fits
Best for practices coordinating multiple stages of advice production, implementation and ongoing service.
SCALE · 20 SKILLS
Run the advice workflow.
Keep everything in Growth and expand into a broader advice workflow with management visibility, exception handling and priority support.
A$2,790 / monthA$12,900 one-time implementation
Discuss this planConnected-system allowance
Up to 15 connected systems, giving the operating layer room to span a larger practice technology stack.
What sits around the skills
Growth capability remains in place, with priority support, management views and one annual catalogue reconfiguration.
Compare before you decide
See this plan against the full value ladder.
The higher tiers keep the core foundation and extend the skills, systems and operating coverage.
Compare all plans