Advizo Core
£85 / user / month
Subscription renews monthly unless cancelled.
For advisers & small firms who need a powerful system with full standard dashboards and MI.
Included Features
✓ Unlimited leads
✓ Unlimited clients
✓ Unlimited client portals
✓ Up to 10 introducer portals
✓ Full pipeline (Lead → DIP → Application → Offer → Completion)
✓ Notes, tasks & timeline tracking
✓ Outlook email logging
✓ 3 email automations (welcome, chaser, offer issued)
Dashboards & MI (Included)
✓ Lead Dashboard
✓ Lead MI (conversion rates, drop-off points, timelines)
✓ Commission Dashboard
✓ Commission MI (forecast vs paid)
✓ Introducer Dashboard
✓ Full standard firm performance reporting
Documents
✓ Client document uploads
✓ Manual document checklist
Security
✓ Multi-tenant firm isolation
✓ Adviser & Admin user roles
Support
✓ Standard support included
Not Included in Basic
✗ Compliance CRM integrations
✗ Custom branding
✗ Custom domain
✗ SMS
✗ Custom statuses or pipelines
✗ Custom MI dashboards
✗ Advanced user roles
Advizo Pro
£95 / user / month
Subscription renews monthly unless cancelled.
For growing firms who want branding, SMS, automation & compliance CRM integrations.
Everything in Basic, plus:
✓ Remove all Advizo branding
✓ Custom domain (yourfirm.advizo.uk or your own domain)
✓ Custom colours, theme and logo
✓ Branded client portals
✓ Branded introducer portals
Email Sending (Microsoft 365 Only)
✓ Send emails from your own domain
✓ Microsoft 365 Business email required
Integrations
✓ Compliance CRM integration
Custom MI
✓ Up to 5 custom MI dashboards (Leads, Commissions, Introducers, Pipelines, Advisers)
Status & Workflow Customisation
✓ Create custom statuses
✓ Customise pipeline stages
✓ Add custom workflow names
✓ Add custom fields to match your firm’s needs
Automation Expansion
✓ 20 automations (email, SMS, tasks, triggers)
✓ Conditional logic (IF / THEN / DELAY)
✓ Automated document requests
✓ SMS workflows
✓ Automated introducer updates
Team Tools & User Roles
✓ Custom user roles (Adviser, Admin, Introducer Manager, Processor)
✓ Lead routing & auto-assignment
✓ Multi-adviser performance dashboards
Optional Add-Ons
✓ Data migration (available for a one-off fee)
✓ Priority support upgrade
Advizo Ultra
£125 / user / month
Subscription renews monthly unless cancelled.
For established firms & networks needing full white-label, unlimited MI, enterprise automation & custom integrations.