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Model Office - MO® Pricing

Success by design

MO® helps you identify the Governance, Risk and Compliance (GRC) 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 papers across all key issues such as: MiFID II, KYC, AML, Consumer Duty, ESG, GDPR, SM&CR, Competence, Advice Suitability, Cyber, Operational, Financial Resilience and manage new risks e.g., a Pandemic
  2. Tracking your professional progress against Good Practice and GRC strategy and integrate with back-office tech to streamline regulatory reports and data analytics to provide trend, theme, strengths, and weaknesses analysis
  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 and work with PII underwriters to provide quality MI and data analytics dashboards to enable discounted renewal rates.

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 info@model-office.co.uk

Model Office - MO

£190(+VAT)

MO® Enterprise

£625(+VAT)

Action Tracker and Compliance Diary

 £90 per month

Digital Compliance Chat bot

 £300 per month

Back-office integration

 £45 per month

Financial Resilience Test

MO® Users

 Up to 2 Free then £27pm per user Up to 2 Free then £39pm per user

Benchmarking

Comprehensive Regulatory Dashboard

Bespoke dynamic steers to improve scores

Structured CPD accreditation and certification

Compliance data analytics dashboards

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

MO®nitor Compliance document auto-audit & client file review

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

Your Engagement:
Consumer Duty, 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

Marketing strategy

Client documentation

Centralised Investment Proposition

Client digital engagement strategies

Cyber-risk strategies

Mature 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 info@model-office.co.uk