Unrivalled solutions. Scale faster.

All prices in

Basic

20 Organisations

REPORTING, FORECASTING & DASHBOARD
  • Online Support
  • Partner Success Centre
  • 24/7 Help Centre
$250/mo

$12.50 per organisation

Super VCFO

50 Organisations

REPORTING, FORECASTING & DASHBOARD
  • Dedicated Account Manager
  • Customer Success Specialist
  • Priority Support
  • Tailored Training
  • Spotlight Certification free for 3 staff
  • Discounted Transform in Action 12‑step enablement course
$495/mo

$9.90 per organisation

Super VCFO 150

150 Organisations

REPORTING, FORECASTING & DASHBOARD
  • Dedicated Account Manager
  • Customer Success Specialist
  • Tailored Training
  • Priority Support
  • Spotlight Certification free for 10 staff
  • Free Transform in Action 12‑step enablement course
  • Bespoke Strategic Collaboration
$995/mo

$6.63 per organisation

All our plans include:

All our plans include the Spotlight Reporting, Forecasting and Dashboard suite with Online Support, Partner Success Centre and 24/7 Help Centre

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Reporting, Forecasting, Dashboard

Access to three powerful tools to enable advisory. Add Multi for benchmarking and ranking for franchises.

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Online Support

All subscribers have access to 24/7 online support and our Help Centre

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Partner Success Centre

On-demand resources from leading industry specialists to support your advisory transformation.

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24/7 Help Centre

Our Online Help centre contains a wealth of resources to up skill & answer your product questions.

Benefits of our Super VCFO plan

Designed for progressive firms embracing the transformation towards advisory.
We offer these exclusive benefits:

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Dedicated Account Manager

The expert touch point for your account and any other queries.

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Customer Success Specialist

Our specialist will help you set goals, carry out your plan & provide useful advice at every stage of your journey.

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Priority Support

Our global support team will prioritise your tickets for a quick response.

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Tailored Training

Our training is tailored to your specific needs to help you achieve your Advisory goals.

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Spotlight Certification free for 3 staff

The advanced training program to enable your team members as experts in using Spotlight for your advisory services.

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Transform in Action

Accelerate your journey to Advisory with this 12-step course for your team at 50% off standard rate.

Accelerate your advisory with Super VCFO 150

For ambitious firms wanting to scale fast, we will add-on these benefits to your existing Super VCFO plan

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More Organisations

Grow your Advisory fees fast by tripling the client organisations you can use across the Spotlight tools.

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Bespoke Strategic Collaboration

This is unique to your needs - a Customer Success workshop, Product Expert session, a case study for your firm - let's talk!

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Spotlight Certification free for 10 staff

Certify and recognise your team members as experts in using Spotlight for your advisory services.

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Free Transform in Action course

Accelerate your journey to Advisory with this 12-step course for your team at no additional charge.

FAQs

What are the benefits of a Super VCFO plan compared to a Basic Plan

All our Super VCFO clients receive an Account Manager, Customer Success Specialist and tailored training.

If I am on a Basic subscription, what happens if I want to exceed the org limit?

You will need to upgrade to the Super VCFO by contacting your Account Manager or contacting our support team.

What products are included in the Advisor plans?

Both the Starter and Super VCFO include Reporting, Forecasting and Dashboard products. Multi is available as an upgrade option.

How can I pay?

We accept Visa, Mastercard and American Express.