Try it on your own work first.
Fourteen days, free. We set it up and run one case with you. The 14 days start with your setup call.
- No card, and no automatic move to a paid plan
- A consented client case, or a synthetic one we provide
- Your licensee can review the security pack first
- Choose Scale and your setup carries over
- Stop, and you have 30 days to export or delete your work
Thanks. Your request is in.
We reply within one business day with a start date and a short setup checklist.
Want to talk sooner? Book a 30-minute call.
We reply within one business day with a start date and a short setup checklist.
Want to talk sooner? Book a 30-minute call.
The form did not send. Email info@advisewell.co and we will set up your trial.
Fourteen days, four stages.
- Day 1
Agree what success means
A 30-minute call to pick the case and the decision date.
You: 30 minutes.
- Days 1 to 5
Your templates go in
We set up your SoA and RoA templates and approved wording. Your licensee gets the security pack.
You: send the templates.
- Days 5 to 10
One case, end to end
Record, check the note, run the numbers, draft the SoA. We are on call.
You: one meeting and a review.
- Days 10 to 14
Train the team, then decide
Advisers and paraplanners are trained. You keep a written setup record.
You: one hour, then decide.
A compliance check before anything goes out.
We check up to 25 of your recent SoAs against your own rules. Then we go through the results with your adviser, with quick fixes before they reach a client.
- A compliance review of up to 25 SoAsWhat to fix, and how, before they go out.
- A real draft on your own caseEvery figure and source open to check.
- Your templates and wording set upReady for every adviser.
- A written setup recordRules, templates and decisions.
- A trained teamAdvisers and paraplanners both.
Who the guided trial suits.
A good fit
- Firms with 1 to 15 advisers that write their own SoAs
- A backlog of SoAs or annual reviews to clear
- A paraplanner or adviser free for three sessions
- A template you want to keep, word for word
Not a fit
- You want advice written with no adviser review. AdviseWell drafts, and the adviser signs off.
- You only need meeting notes. The Free plan does that with no trial.
- A licensee rollout across many practices. Talk to us about Enterprise.
About the trial.
Do we need to use real client data?
No. Use a client who has given consent, or a synthetic client we provide. Either way the case runs through your own templates and wording.
What does the guided trial cost?
Nothing. There is no card and no obligation.
How much of our time does it take?
Three sessions across the 14 days: a 30-minute setup call, one client meeting and its review with us on call, and a one-hour training session. You also send us your templates.
What happens on day 14?
You compare the result with the success measure you set on day 1, and you decide. The trial does not turn into a paid plan by itself, and we take no payment without your approval. If you choose Scale, your setup carries over. If you stop, you have 30 days to export your work or ask us to delete it.
Can we keep a year-end offer place while we trial?
Yes. If a place remains when your trial starts before 19 December 2026, we reserve it until the trial ends. The reservation counts towards the 20 places. You qualify if you sign an annual Scale plan by the end of the trial.
Why only six firms at a time?
Each firm gets a named contact who knows its templates. Six at a time is what we can do well. If the places are full, we give you the next start date.
