Choosing the Right Connection Type for Your Clients

From your initial conversation to reporting, forecasting and exit planning, select the optimum plan for your clients.

What level of support will you provide for clients?

  • Future Focused Discussions: use Compliance+
  • Full Management Reporting: use Advisor Lite
  • Planning and Forecasting: use Advise & Grow
  • Exit Planning and Support: use Grow & Exit

Included in all plans at no extra cost:

  • Business Overview Reporting: use Business Overview
  • To Support Sales Discussions: use Business Development*

*Demonstrate and discuss with clients / prospects – use the Business Development connection for 30 days for any client

Reports & Analysis

Grow & Exit

Advise & Grow

Advisor Lite



How do you want to help your client?

Exit Planning, Valuation & Due Diligence

Growth Planning & Reporting

Comprehensive Management Reporting

Future Focused Client Meetings

Monthly Overview


Connection Cost (vol. discounts apply) 

£100 / mo.

£50 / mo.

£10 / mo.

£3.50 / mo.


Enhanced Performance Reports

Business Overview Report

Performance Analysis Report

Performance Trend Report

Board Summary Report

Board Detail Report

Management Report

Customer Analysis Report

Marketing ROI Report

Supplier Analysis Report

Business Growth Advisory

Client Discussion Model

Business Growth Model  

Client Segmentation Model

Customer Targeting Model

Forecast Model (by Customer)

Forecast Model (by Nominal)

Funding Proposal

Performance vs Forecast Plan

Non Financial KPI Model

Business Data Model

Opportunity Exception Reports

Customer Exception Report

Utilities Exception Report

Telecoms Exception Report

Exit Value Accelerator (EVA)

Business Valuation Model

Exit Planning Model

Performance vs Plan

Due Diligence Report

Please note:

  • If you only want to use Compliance+ you can do so from £35 per month for 10 clients. See below for volume discounts.
  • The minimum monthly price to use the VFD Pro reporting and analysis suite is £35 per month. Click here for further details.
  • Unless otherwise stated all connections are provided on a 1 month rolling basis.
  • ‘Grow & Exit’ connections are provided on a minimum 12 month contract. Click here for alternative prices and options.
  • Annual payment benefits from a 20% discount on the annualised monthly rates.
  • All prices are subject to VAT.

Connection Discounting : Compliance+

Compliance+ PackagePackage Cost per Month
10 connections£35
25 connections£75
50 connections£135
100 connections£240
200 connections£420
400 connections£780
401 + connectionsPOA

Connection Discounting: Advisor Lite / Advise & Grow / Grow & Exit

Number of ConnectionsDiscount Applied
1 to 9 connections0%
10 to 49 connections30%
50 to 99 connections40%
100 to 249 connections50%
250 to 499 connections60%
500 to 10,000 connections70%

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