Modules for Noviqent for Investment Advisers.

CRM & Sales

Pipeline, contacts, companies, tasks, workflow automation, inbound call screen-pop, marketing emails, lead capture forms, and custom dashboards - the same Kanban board every other module builds on.

£12/mo or £6/user

Every Bundle (Starter, Business, Business Pro, Complete), and every vertical plan - Estate Agency, Solicitor, Construction, Mortgage Broker, Investment Adviser, Health Practice, and HR & Recruitment.

Finance / Ledger

A genuine double-entry ledger, client money segregation, and sync to Xero, QuickBooks, or Sage.

£5/mo or £1/user

Not part of any Bundle. Included in the Solicitor Team plan (client trust ledger), and both Investment Adviser plans (Solo and Team).

Client Onboarding

A structured, repeatable checklist for bringing on every new client relationship.

£5/mo or £1/user

Not part of any Bundle. Included in the Solicitor Team plan, the Mortgage Broker Team plan, the Investment Adviser Team plan, the Health Practice Team plan, and the Complete Estate Agency plan (solo/entry tiers don't include it).

Scheduling

Calendaring linked straight to your CRM contacts and deals.

£5/mo or £1/user

Every Bundle (Starter, Business, Business Pro, Complete), and every Estate Agency tier. Also the Solicitor, Construction, Mortgage Broker, Investment Adviser, and Health Practice Team plans (not their Solo/entry tiers).

Documents & e-Signatures

Document storage and unlimited e-signatures via Noviqent DocSign - free for any CRM-integrated account, no separate charge.

£4/mo or £1/user

Every Bundle (Starter, Business, Business Pro, Complete), both tiers of Solicitor, Construction, Mortgage Broker, Investment Adviser, and Health Practice, the HR & Recruitment plan, and every Estate Agency tier except Starter.

Invoices & Billing

Invoice generation and aging, with AI-drafted chase emails synced from your own accounting system.

£5/mo or £1/user

Every Bundle (Starter, Business, Business Pro, Complete), the HR & Recruitment plan, the Complete Estate Agency plan, and the Team tier of Solicitor, Construction, Mortgage Broker, Investment Adviser, and Health Practice (not their Solo tiers).

Identity Verification

Selfie-to-ID face matching, proof of address, and age verification via Noviqent IdCheck - free for any CRM-integrated account.

Free

E-Signatures

Multi-recipient e-signature routing, templates, and a verifiable certificate on every document via Noviqent DocSign - free for any CRM-integrated account.

Free