7-day free trial on every plan

One compliance platform.One cap. Everything else unlimited.

Plans are set by adviser seats and your monthly APEX file-check allowance. Everything else — Anchor, Chronicle, Trace, Beacon, Lens, Pulse, Compass, Calibre, Sentinel, CPD, Benchmark, Verity, the SM&CR certification register, SPS register and staff declarations — is unlimited for your whole team.

From £390/month · one month free on annual billing

Unlimited non-adviser staff 40 Calibre modules SM&CR, SPS and declarations Verity intelligence Board packs in a click

All prices exclude VAT. Vectrex is sold to UK businesses only — VAT is added at the standard UK rate at checkout.

How every plan works

One cap. Everything else unlimited.

Plans differ only by adviser seats and the monthly APEX file-check allowance. Every other module, report and register is unlimited, and paraplanners, administrators, compliance staff, supervisors and directors never need a paid seat.

APEX allowance

Fixed monthly checks per plan. Unused checks roll over for one month, and extra checks can be bought at any time without upgrading.

Adviser seats

Count only client-facing advisers. All other staff are included free on every plan.

Non-adviser staff
Paraplanners, administrators, compliance, supervisors and directors
Calibre training
All 40 regulatory, product and technical modules with certificates
CPD records
Automatic records from training and AI-assisted entries
SM&CR certification register
Annual fitness and propriety certificates with delegation
Adviser SPS register
Renewal tracking with 30, 14 and 7-day reminders
Annual staff declarations
Role-based cohorts, signed and locked records
Sentinel risk register
Appetite, owners, controls and board reporting
Anchor and Chronicle
Living compliance manual and compliance calendar
Trace, Lens and Beacon
Handbook-grounded answers, document checks, promotions register
Board and committee packs
Board, Risk, Executive, Consumer Duty and investor packs
Benchmark and Verity
Adviser KPIs, scorecards and firm intelligence
Pulse and Compass
Regulatory updates and the weekly briefing

Everything in the Vectrex platform

Fourteen connected components covering the whole compliance cycle — included on every plan.

Suitability and file assurance

  • APEX evidence-led suitability reviews graded A to D
  • Pension, protection, mortgage, investment and specialist pathways
  • Every document accounted for before a grade is given
  • Firm sign-off and audited grade reclassification
  • Vulnerability Parity and APEX management information

People, competence and SM&CR

  • SM&CR certification register with immutable certificates
  • Adviser SPS register with renewal reminders
  • Annual staff declarations with adverse-answer review
  • Calibre training directory, schedules and certificates
  • AI-assisted CPD records and supervisor oversight

Risk, governance and reporting

  • Sentinel risk register with appetite and KRIs
  • Board, Risk, Executive and Consumer Duty packs
  • Investor intelligence packs
  • Benchmark adviser KPIs and one-page scorecards
  • Principal firm and AR oversight

Regulatory intelligence

  • Trace answers grounded in the FCA Handbook
  • Pulse regulatory and fiscal updates with board memoranda
  • Compass weekly briefing with audio
  • Verity intelligence across your own firm's records

Compliance operations

  • Anchor living compliance manual
  • Chronicle compliance calendar and RegData schedule
  • Beacon financial promotions review and register
  • Lens regulatory document checking

Control and audit

  • Firm-isolated data with role-based access
  • Unified audit trail across every module
  • Branded PDF and Excel exports
  • Human review before anything is relied on

One subscription instead of many

What firms typically assemble from separate suppliers, compared with Vectrex.

The traditional approach

  • Outsourced file reviews, often around £120 per reviewer hour and about two hours per file
  • Turnaround measured in days, not minutes
  • A separate learning platform for training and CPD
  • Spreadsheets for SM&CR certification, SPS renewals and staff declarations
  • A risk spreadsheet rebuilt for every board meeting
  • Separate compliance diary and financial promotions log
  • Board and committee packs written by hand
  • Multiple vendors, contracts and audit trails

The Vectrex platform

  • Evidence-led APEX suitability reviews in minutes, with human sign-off
  • Calibre training, certificates and automatic CPD records in one place
  • Live SM&CR certification, SPS and declaration registers with reminders
  • Sentinel risk register with appetite, owners and board reporting
  • Chronicle compliance calendar and Beacon financial promotions register
  • Board, Risk, Executive, Consumer Duty and investor packs in a click
  • Verity answers questions across your own firm's records
  • One platform, one audit trail, one subscription

Switch to annual and get a month free on any tier.

Starter

Vectrex Starter

For small practices getting started

£390/month+ VAT

£65.00 per APEX check · £130 per adviser a month

7-day free trial · cancel any time

Advisers
3
Apex / mo
6
Unused checks roll over for one month
Everything else unlimited, including all non-adviser staff
  • Up to 3 advisers
  • All other agents unlimited
  • Regulatory training with Calibre
  • Continuous regulatory updates
  • Advanced audit trail
  • Supervisor reviews
  • Enterprise reporting in a click
Most popular
Firm

Vectrex Firm

The standard for established firms

£900/month+ VAT

£60.00 per APEX check · £113 per adviser a month

7-day free trial · cancel any time

Advisers
8
Apex / mo
15
Unused checks roll over for one month
Everything else unlimited, including all non-adviser staff
  • Up to 8 advisers
  • All other agents unlimited
  • Regulatory training with Calibre
  • Continuous regulatory updates
  • Advanced audit trail
  • Supervisor reviews
  • Enterprise reporting in a click
Firm+

Vectrex Firm+

For growing multi-adviser firms

£1,650/month+ VAT

£55.00 per APEX check · £110 per adviser a month

7-day free trial · cancel any time

Advisers
15
Apex / mo
30
Unused checks roll over for one month
Everything else unlimited, including all non-adviser staff
  • Up to 15 advisers
  • All other agents unlimited
  • Regulatory training with Calibre
  • Continuous regulatory updates
  • Advanced audit trail
  • Supervisor reviews
  • Enterprise reporting in a click
Consortium

Vectrex Consortium

For networks and consolidators

£2,850/month+ VAT

£47.50 per APEX check · £63 per adviser a month

7-day free trial · cancel any time

Advisers
45
Apex / mo
60
Unused checks roll over for one month
Everything else unlimited, including all non-adviser staff
  • Up to 45 advisers
  • All other agents unlimited
  • Regulatory training with Calibre
  • Continuous regulatory updates
  • Advanced audit trail
  • Supervisor reviews
  • Enterprise reporting in a click
Consortium+

Vectrex Consortium+

For larger networks and regional consolidators

£3,850/month+ VAT

£42.78 per APEX check · £55 per adviser a month

7-day free trial · cancel any time

Advisers
70
Apex / mo
90
Unused checks roll over for one month
Everything else unlimited, including all non-adviser staff
  • Up to 70 advisers
  • All other agents unlimited
  • Regulatory training with Calibre
  • Continuous regulatory updates
  • Advanced audit trail
  • Supervisor reviews
  • Enterprise reporting in a click
Enterprise

Vectrex Enterprise

For national networks and enterprise groups

£4,800/month+ VAT

£40.00 per APEX check · £53 per adviser a month

7-day free trial · cancel any time

Advisers
90
Apex / mo
120
Unused checks roll over for one month
Everything else unlimited, including all non-adviser staff
  • Up to 90 advisers
  • All other agents unlimited
  • Regulatory training with Calibre
  • Continuous regulatory updates
  • Advanced audit trail
  • Supervisor reviews
  • Enterprise reporting in a click

How your Apex file checks work

Your monthly allowance refreshes on your billing date. Anything you don’t use is added to next month’s allowance, so a quiet month is never wasted. The banked balance can build up to one full month’s allowance, giving you up to double your monthly checks when a busy period arrives.

Annual plans can be started or upgraded to at any time. Annual subscriptions renew automatically and can be cancelled at renewal; downgrades to monthly billing take effect at the next renewal date.

Bespoke

Vectrex Bespoke

We’ll shape advisers and Apex volumes around the way your firm operates, and put enhanced supervision at your fingertips.

  • Custom adviser & Apex limits
  • All other agents unlimited
  • Regulatory training with Calibre presenter-led films
  • Sentinel live risk register
  • AI-assisted CPD records and supervisor intelligence
  • Benchmark adviser and firm KPI management information
  • Continuous regulatory updates
  • Advanced audit trail
  • Supervisor reviews
  • Enterprise reporting in a click
Pricing
Let’s talk

Contact the Vectrex team directly and we’ll scope a package and quote tailored to your firm.

Short form — we typically reply within one working day.

Common questions

What does each plan actually limit?

Only two things: the number of advisers and the monthly APEX file-check allowance. Every other module is unlimited.

Who counts as an adviser?

Client-facing advisers only. Paraplanners, administrators, compliance staff, supervisors and directors are free on every plan.

What happens to unused APEX checks?

They roll over for one month, so you can hold up to double your monthly allowance when a busy period arrives.

Can I buy more checks without upgrading?

Yes. Extra APEX checks can be bought at any time from your account and do not expire.

How does annual billing work?

Pay for 11 months up front and get the 12th free on any plan. Annual plans renew automatically and can be cancelled at renewal.

What if we have more than 90 advisers?

Vectrex Bespoke shapes adviser seats and APEX volumes around your network. Contact the team for a quote.

Need a custom package or have a question? Email us at hello@vectrexcompliance.com