Model Office - MO® Pricing

Success by design

Model Office



Benchmark your firm against your peers performance, FCA rules and papers, , MiFID II, GDPR, KYC, AML, TCF, SM&CR and receive a bespoke regulatory dashboard and bespoke strategies to improve scores

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Benchmark your firm against all MO® platform features and outputs and engage MO® a digital compliance chatbot who can interrogate your scores, the FCA Handbook and web to provide more resources to improve your compliance and business development scores

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MO® helps you identify the growth areas and blind spots within your business and ensure you remain compliant, profitable and client-centric by:

  1. Benchmarking your firm against the latest regulatory rules, The FCA key papers across key issues such as: COBs, MiFID II, KYC, AML, TCF, GDPR, SM&CR, Advice Suitability and manage new risks e.g. BREXIT or a Pandemic
  2. Tracking your professional progress against Good Practice Governance, Risk and Compliance strategy and integrate with back office tech to streamline reports
  3. Ensuring you are up-to-date with all the latest compliance, financial, business and people resilience and development strategies you need to reduce audit and compliance costs and time

Don’t just take our word for it. Request a demo to experience MO® for yourself and your firm or sign up today.

For a Demo please email

Model Office - MO®


MO® Enterprise


Action Tracker and Compliance Diary

£80 per month

Digital Compliance Chat bot

£170 per month

Back office integration

£27 per month

Financial Resilience Test

MO® Users

Up to 2 Free then £25pm per user Up to 2 Free then £35pm per user


Comprehensive Regulatory Dashboard

Bespoke dynamic steers to improve scores

Structured CPD accreditation and certification

Continued Professional Development accreditation and certification

Heat Mapped Results dashboard

Integration 3rd party software*

In-depth best practice market research and benchmarking across the 6 keys’ business functions

Benchmark performance against peers and good practice

Framework guidance:

Corporate Governance

Management Information

Your Focus Key:
Compliance strategy/AML, Suitability, KYC, TCF, ESG, IDD, MiFIDII

Your Engagement Key
Marketing, Stakeholders, Segmentation, PROD

Your Promise:Centralised investment/retirement/service proposition

Your Systems:
Business, Client Admin management, tasks, workflows, data, Cyber-risks

Your People:
Human Resource Development, recruitment, training, competence, conduct SM&CR

BREXIT strategies

Pandemic strategies

Cyber-risk strategies

Practice management strategies*

Employee engagement

Pop up resource statements for technical questions

Limited steers to improve scores

Training and support

*Available for certain practice management technology users and costs for MO® standard depend on integration strategy. For Institutional and white-labeled prices please contact