One subscription for your core practice tools
£99 per adviser seat, per month — the whole platform included. Admin and paraplanner seats are always free, so you only ever pay for your advisers. External services may require separate licences, accounts or setup.
Bloom features included. Admin and paraplanner seats are always free — you only pay for advisers.
Prefer to pay annually? It works out at roughly £950 per adviser per year — around 20% off the monthly price.
- CRM & client records — one source of truth
- Cashflow modelling and calculators
- AI suitability letters
- Consumer Duty MI & RMAR preparation for RegData
- Compliance sign-off workflow
- Client portal
- Protection comparison connections (provider licences may apply)
- Platform feeds — AJ Bell, Transact and Aviva via FINIO
- Gmail and Outlook connections
- Meeting AI notetaker
- Document AI that reads scanned and handwritten documents
14-day free trial, no card required. Contact us to agree your migration requirements before transferring records. You can export your data.
One platform instead of four or five tools
Most firms run separate tools for CRM, cashflow, suitability, RMAR and the client portal, then spend their time stitching them together and reconciling the numbers. Bloom is all of it at one price, with one source of truth — see the full breakdown on our comparison page.
Everything in the box
CRM, cashflow, suitability, compliance and the client portal all come as standard. No modules to bolt on, no premium tier to unlock the feature you actually need.
You only pay for advisers
Admin and paraplanner seats are free, for ever. Your support team can work in the same system as your advisers without inflating the bill.
One source of truth
Use shared client and policy records to prepare cashflow, suitability letters and RMAR figures. Review source data and assumptions before relying on the output.
Frequently asked questions
Is there really only one price?
Yes. Bloom is £99 per adviser seat per month, with everything included. External provider licences and setup may be required. Annual billing works out at roughly £950 per adviser per year, around 20% cheaper than paying monthly.
What counts as an adviser seat versus a free seat?
An adviser seat is for anyone giving regulated advice — those are the only seats you pay for. Admin and paraplanner seats are always free, so the people supporting your advisers can work in the same system at no extra cost.
Can I cancel anytime?
Yes. There's no lock-in and no long contract to escape. You can cancel whenever you like and export your data on the way out — it's yours.
Do you help with migration?
Contact us to discuss the source system, export formats and scope of your migration. Agree the approach and validate a sample before transferring your full client book.
Is my data locked in?
No. You can export your data at any time. We don't hold your records hostage to keep you subscribed.
Is it suitable for a solo adviser or a growing firm?
Both. Because you only pay per adviser seat and support seats are free, a solo adviser pays for one seat while a growing firm simply adds adviser seats as it hires. The platform is the same either way — everything is included from day one.
Start free, today
14-day free trial, no card required. Talk to us about migration.