Free
€0
Excl. VAT
For trying the workflow with a small number of client files.
- 3 valuations per year
- 3 client files
- Accounting connection for your first client files
- 6 valuation methods
- Watermarked client report
- Invite clients for free
Firm pricing
Advisor pricing for firms
Free to prove the workflow, Starter and Pro for recurring client valuation work, and larger firms after a demo. Your clients never pay Upswitch.
Upswitch advisor workspace
3
free valuations per year
10
methods on Pro
Team
collaboration included
Demo
for Enterprise rollout
Plans
Free, Starter, Pro. Clear by design.
The advisor layer should be easy to buy and easy to govern. Free proves the workflow, Starter runs your first recurring value work, and Pro scales 50 connected client workflows across the firm.
Starter
€1,490
/ year
Excl. VAT
For recurring valuations with full method control, PDF delivery, and audit trails.
- Up to 20 active clients
- Accounting integrations included for active clients
- Unlimited valuations without watermark
- All 10 valuation methods
- PDF reports in your firm branding
- Team collaboration included
Pro
€2,990
/ year
Excl. VAT
For scaling connected value creation to 50 active clients with accounting integrations and bulk automation.
- Everything in Starter
- Up to 50 active clients
- Accounting integrations for 50 active clients: Yuki, Exact, Silverfin, Octopus & more
- Value your active client workflows at scale without manual entry
- Team collaboration included
Built for advisory operations
Pricing is only useful when the product also supports the operating model behind it.
Client relationship stays yours
Invite clients for free, keep your name on the report, and use Upswitch as the workflow layer behind your advisory service.
Methodology is visible
DCF, market approach, multiples, NAV, ARR and startup methods are presented with the reasoning trail your team can review.
Enterprise is not a checkout tier
SSO, domain governance, custom data flows and onboarding scope are validated in a demo before commercial terms are set.
Certified Advisor Network
Recruitment does not stop at a pricing page.
Firms can train advisors through the Academy, earn the Upswitch Certified Advisor badge, appear in the public directory, and become eligible for owner routing when no accountant is attached yet.
Academy + assessment creates the badge
Directory and matching use the same certified source
Co-Pilot playbooks turn the badge into repeatable advice
Enterprise
Why Enterprise is gated behind a demo
Enterprise price is not published because rollout size, integrations, security review, reporting templates and support model materially change the implementation. The demo qualifies those requirements before procurement.
Book Enterprise demoGive partners one pricing page they can trust.
Create a free advisor account, validate the workflow on a real file, then move to Starter or Pro when the firm is ready.