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PRICING
Honest pricing, built for small firms.
One simple price per adviser, every month. Every feature included, no bolt-ons, and nothing you'll never use. Cancel whenever you like.
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Everything included
Every feature and every update, from the pipeline to the morning call list. No costly add-ons, no premium tiers. One fee covers the lot.
Cancel anytime
We won't tie you into a long contract. Sequence is a rolling monthly subscription, so you stay because it works, not because you're stuck.
Support included
Friendly help from real people, included as standard. If you're ever stuck, we're only an email away.
We'll help you move in
Switching from a spreadsheet? We'll help you import your clients and get set up. No setup fees, ever.
Everything in Sequence, one simple price
One flat price for every adviser on your team. No bands, no hidden extras, and nothing held back for a higher tier. Add as many advisers as you like and the price per person stays exactly the same.
What's included
- Adviser & manager views
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- The pipeline board
- Daily 7am follow-up lists
- Forecast & live reports
- CSV export, your data is yours
- Client import help, free
- Email support included
- Every future update
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SEE IT BEFORE YOU PAY
Try the whole thing, free
Explore a full demo account with sample data, as an adviser or a manager. No card, no commitment, just a proper look at how it all works.