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LUDIQUE: Price List

LUDIQUEforIFAs Annual Licence

 

£1000 p/a

Full amount payable on installation and annually thereafter
Basic Contact and Policy Data in any electronic format including New Business Register spreadsheet(s) and legacy database(s) pre-entered at the time of installation FREE of Charge
Valuations, Accounts and Commission in any electronic format pre-entered at the time of installation FREE of Charge
20% Off Additional Data Capture Services
2 hours Basic Training per staff member + 10 extra hours and client support
Any number of users at a single location (No Extra Charge for Additional Users)
 

LUDIQUEforIFAs Monthly Licence

 

£100 pcm

£500 payable on installation then monthly amounts of £100 starting 5 months thereafter
Basic Contact and Policy Data entered from New Business Register spreadsheet(s), legacy databases and other electronic formats FREE of Charge. For additional data capture see the price list below.
2 hours Basic Training per staff member and client support
Additional Training £25 per hour + fuel expenses
Any number of users at a single location (No Extra Charge for Additional Users)
 

Data Capture Service

   

Data may be captured from almost any source including spreadsheets, legacy databases, provider downloads, etc.

There is an additional charge of 20% per item for data captured from a handwritten source such as a ledger or card index.

All captured data is returned to the customer as Excel spreadsheets and/or imported to LUDIQUEforIFAs

Policy Records £1 per policy
Contact Records (including address) £1 per contact
Contact Records (name only or update existing) 50p per contact
Commission £15 per 100 records
Fund/Valuation details £1 per policy

Folder and File Renaming - sort out all files into a coherent folder structure with sensible filenames.

File List Links (link contact records to existing scanned files/docs)

£2 per 100 files
Clients that spend £500 or more on our Data Capture Service that are not LUDIQUEforIFAs users will also receive
A full set of Management Information Reports (where possible)
1 month Licence including Support for LUDIQUEforIFAs (renewable for £100 pcm)
Free basic training so that the data can be maintained and updated
Advice on preparing data for succession planning or importing to a back-office system
 

Other Services

LUDIQUE also offers a range of Training and Services

£25-50 per hour (plus fuel costs)

For further information please send an email to info@ludique.co.uk


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