Seven days free. Then one simple price.
The full terminal, your sector's monthly report and the Intel engine from day one. Your card starts the trial and is not charged for seven days. Cancel any time from your account.
Individual
- Full terminal access: every terminal, panel and chart, and every lens
- Your sector's monthly report in the Vault
- Intel: company profiles, meeting briefs and Ask Intel
- News desk organised by sector
- Top-up credits available
Corporate
- Everything in Individual, for 10 colleagues
- Extra seats £49 per month each
- Admin desk: manage your team and share credits
- Required reading with team progress
- The desk wall, firm chat and firm notes
Annual plans are paid once for the year after the free trial and include your monthly credits every month. Cancel any time from your account: no forms, no phone calls. Payments are processed securely by Stripe. VAT may apply.
One desk for the whole firm.
Corporate gives every client-facing colleague the same sourced, up-to-date intelligence, and gives the firm one place to share it, discuss it and see that it has been read. Your people stay informed; your clients benefit from it in every conversation.
10,000 Intel credits a month, pooled
Administrators give, reclaim and top up credits from one pool, with optional automatic top-up so research never stops mid-week.
In-house messaging, built in
Channels, groups and direct messages. Share any headline, chart, report passage or Intel result as a card that opens back in the terminal, with replies, pins, files and read receipts.
The firm's own timeline
Post a chart, a story or a report passage with a comment and colleagues reply beneath it. Market moves and new reports appear in the same feed, private to your firm.
Discuss every report
Comment on any Vault report or highlight a passage to discuss it. Discussion stays inside your firm: only your colleagues see it.
Everyone starts from the same facts
Set the reports your team should read and see who has read them, so client conversations reflect the firm's latest research.
Seats, roles and access
Several administrators, an invite link for onboarding, and seats added or removed from the admin desk at £49 a month each.
Start the trial
The account holder becomes the firm's administrator. Nothing is charged for seven days.
Invite your team
Share the invite link or add colleagues by email. Each person has their own login, notes, client book and diary.
Work from the same facts
Allocate credits, set required reading and discuss research in house, on one screen or several.
Need more Intel? Top up in seconds.
Credits are used only when you run Intel. Browsing the terminal, reading reports and using the Vault are always free. Purchased credits never expire and carry over every month.
| Credits | Price | Per credit |
|---|---|---|
| 500 Intel credits | £5 | 1p |
| 2,000 Intel credits | £20 | 1p |
| 5,000 Intel credits | £50 | 1p |
| 10,000 Intel credits | £100 | 1p |
Top-ups are available from your terminal once your subscription is active.
What lands in your terminal.
Market intelligence, ready to use
Live prices, the official releases and the news for your sector, with the data behind them and the key points for client conversations.
Macro and positioning
Deep macro analysis, institutional positioning and sector themes: the research clients assume their private bank provides.
Talking points by theme
The month's market themes set out as clear talking points, with the context a client will want explained.
One skill per issue
Structured, practical development for client-facing staff: asking good questions, explaining risk clearly and handling difficult conversations well.
Considered answers
The questions clients most often ask about the current market, with balanced answers that set out the facts and the risks.
Markets, data and Intel
Terminals from estate planning to fine wine, credit and distress statistics, professional charts, the news desk and Intel research, updating all day.
Not sure yet? Read a full issue first.
A full sample issue, the Gold Quarterly: the depth of research, the sources and the figures your clients will ask about.