⚠️Only designated Practice Champions are authorised to approve billing requests. Please ensure requests are submitted by an authorised user.
Finding the Cost of a Specific License
If you need to know the cost or price of a specific license type within your practice, you can easily access this information through your billing details or by contacting support.
👉 How to Find License Costs
Check Your Invoice – Review your latest invoice for a breakdown of license charges.
Ask Your Customer Success Manager (CSM) – Use Ava to get your CSM’s contact details and booking link.
Contact AdviserLogic Support – Reach out via email or chat for detailed pricing information.
Ensuring you have a clear understanding of license costs helps with better financial planning and budgeting for your practice.
Email Request
Please send an email to our support team at [email protected].
📢 Important Billing Request Guidelines
If a paraplanner or support staff submits a request, the Practice Champion must be CC’d in the email.
Billing requests are handled exclusively via email and will not be processed through calls or chat support.
⚠️ Ensure compliance to avoid delays.
When requesting the cost or price of a specific license type, clearly state the exact license type you need information for.
👉 Example License Types
Support
Paraplanner
Risk Adviser
Investment Adviser
Strategic Adviser
Comprehensive Adviser
Providing the correct license type ensures you receive accurate pricing details for your practice.
Verification and Response
Once your request is received by email, the support team will verify the cost of the specified license type and provide the pricing details over the same email chain.
📌 Note
If you need to know the cost/price of a particular license type to create a login within your practice, follow the same process to retrieve the required information.