Tweed is licensed per adviser, and everyone who supports them comes free.

The whole platform in one subscription. It includes:

• AutoSL to generate suitability letters automatically from validated case data, built to SJP templates in your practice branding
• AutoExtract to pull information from ceding packs, with every field grounded to its source
• AutoCYC to create compliant CYC calculations in seconds
• Salesforce integration to retrieve client and CFR details directly
• Tweed Transcript, with real-time prompting during client meetings and post-meeting transcription (currently in live testing; requires a practice Zoom licence)
• The Pension Lab integration for Digital Letters of Authority
• Case dashboard and MI to see your cases and workload at a glance

The more of us, the less it costs
Once 3,000 partners are using Tweed technology, Tweed Case Manager moves to £150 per adviser per month + VAT for everyone ongoing, existing subscribers very much included.

Who needs a licence
Licences apply to advisers who have held their CF30 for six months or more. Paraplanners, administrators and PSS use the platform at no extra cost, with no cap on practice users.

Support included
Onboarding, adviser and PSS training, and an ongoing support desk all come as part of your subscription.

No lock-in
There’s no minimum term. You stay because it works for your practice, and you can cancel whenever you like.