Professional is £1,599 a month, for up to 600 active individuals.
No setup fee. Unlimited logins, provisioned through Amaea. Choose the plan that fits your firm, then agree your onboarding and integration requirements with us.
Bring your client evidence, compliance questions and report drafts together. A fuller workspace for the typical financial advice firm.
For a growing client book and a compliance team that needs flexible reporting. Reuse your templates and bring more evidence into each pack.
Agree the scope around your network, policies and systems. Participating firms choose the summaries they share with their group or principal.
Reports are drafts for your team to review and sign off. See integration availability before choosing a plan.
A clearer record of your clients, reviews and documents, with the evidence together and outstanding work easy to find.
Every piece of work ends with a check. Was the fee logged? Was the ATR recorded? Does the file match the CRM? Then the same details get typed into a second or third place, because the systems don't talk to each other. One small log takes 1.5 hours a week. A firm has several of them, and someone has to remember they exist.
Then someone asks a real, valid, business question. How many agreements were signed this month? Who are our high earners and what is their FUM? The answer is in there somewhere, usually inside a scanned fact find, in a folder, under a name spelled two different ways. Finding it means opening files one by one. Days, not minutes.
With Amaea, you just ask.
All plans include an audit trail and retention controls. The applicable policy is agreed with your firm.
| Feature | Professional | Scale | Enterprise | Essentials |
|---|---|---|---|---|
| £1,599/mo | £2,199/mo | Custom | £699/mo | |
| Active individuals | 600 | 1,000 | Unlimited | 300 |
| Logins, provisioned through Amaea | Unlimited | Unlimited | Unlimited | Unlimited |
| Client journeys, reviews and document evidence | Included | Included | Included | Included |
| Recorded health dashboard and in-app alerts | Included | Included | Included | Included |
| Standard recorded-evidence exports | Included | Included | Included | Included |
| Amaea AI, Consumer Duty and vulnerability assessments | Included | Included | Included | Not included |
| RMAR working drafts | Included | Included | Included | Not included |
| Report drafts | Unlimited | Unlimited | Unlimited | Recorded evidence |
| Configurable board-report drafts | Included | Included | Included | Not included |
| Reusable custom report templates | Not included | Included | Included | Not included |
| Firm-policy context, shared group overview and scoped API | Not included | Not included | Agreed scope | Not included |
Your demo helps us agree the right scope for your firm. AI allowances, setup requirements and support are explained below.
We will confirm the connections your firm needs at your demo. A plan inclusion does not mean a provider connection is live.
Connection setup for Professional and above. Your selected library, access permissions and processing arrangements need approval before document ingestion, followed by end-to-end checks.
Intended for Professional and above. Provider access, client-field mapping and production checks are still being arranged. We cannot offer a live connection yet.
Planned connections have no confirmed delivery date. Verified client and annual-review CSV imports can support your initial setup.
Your allowance counts active individuals, not households. A couple counts as two clients, even when their evidence is held together. Archived, inactive and erased clients do not count. We agree and reconcile individual client numbers during onboarding.
Professional and above include configurable board-report drafts: choose supported evidence sections and a reporting period, add firm notes and record your review. Scale adds reusable custom templates and larger client and AI allowances. These reports use supported sections rather than an unrestricted design tool.
Professional and above have no monthly report-generation count limit. Each report uses a selected evidence scope and remains a draft for human review. Large record sets may need a narrower reporting period. AI assistant and extraction allowances are separate.
Professional allows 1,500 assistant requests and 1,500 document-extraction requests per calendar month. Scale allows 3,500 of each. Essentials has no AI assistant and allows 500 document-extraction requests. Enterprise has no configured monthly count cap, with usage and capacity agreed in your contract. An attempted model request counts even if the provider call fails. Document processing requires approved arrangements.
Amaea's RMAR outputs are working drafts and CSV exports for qualified review. Calculations, applicability and submission formats still require validation. They are not validated regulator-upload files.
For a network, Appointed Representative group or group of firms, it brings agreed summaries from participating firms into one view. Each firm chooses what to share, such as client counts, overdue reviews or recorded health indicators. Access to individual client files is not granted automatically. We agree permissions and scope before activation.
It uses approved, versioned firm policies as context alongside selected regulatory evidence. This does not involve training a separate AI model on your data. Bespoke integrations and report requirements are scoped individually.
Administrators and compliance officers oversee the firm. Advisers see their assigned clients and personal work. Unlimited logins are provisioned through Amaea. We will confirm account setup and client assignments with your firm.
In-app alerts and recorded deadlines are available. Automated customer email reminders and weekly digests are not enabled yet. We will confirm available notification options during onboarding.
Yes. Plan changes are managed through your Amaea contract and invoices. Amaea approves the change and records an agreed effective date after checking your active-client allowance. Customer administrators can request changes, but cannot approve them.
We agree a timetable after reviewing your records, team and integration requirements. Preparation includes client imports, adviser assignments and approved evidence handling. Provider access and processing approvals can affect the start date. Training and any bespoke services are agreed with your firm.
The recorded health score combines document evidence, reviews and findings. It helps your team identify work to check. It is not a compliance certification or a separately validated score for the four Consumer Duty outcomes.
We can discuss a tailored contract for your network or Appointed Representative group. Participating firms, oversight permissions, volume pricing and any bespoke services are agreed before onboarding.
Want to see how Amaea can be your peace of mind while also saving time along the way?
Book your demo now