The Essential Plan

Who has access to your legal & financial information in case you're not around?

Laptop showing the Auderli portfolio screen

With the Essential plan, you can set permissions, collaborate and share your important information with a family member and professionals.

What you'll get

Unlimited assets and liabilities

Keep a record of all your important financial & legal information. Having everything saved in Auderli means you can keep track of your net worth and share your information with loved ones/professional advisors so chosen individuals have access to your portfolio

Unlimited documents

Say goodbye to unsecured spreadsheets, piles of paperwork and lost files. Bring your family peace of mind by recording and managing your finances and documents in ONE secure place. Upload as many supporting documents as you need. Having all related files stored behind each asset type will save you time and effort

Sharing and collaboration

Set permissions, share, and collaborate with family members and professional advisors. It takes the pressure off you, whilst enabling better advice from others

Plus...

Access to more features coming soon!

Unlimited assets and liabilities

Keep a record of all your important financial & legal information. Having everything saved in Auderli means you can keep track of your net worth and share your information with loved ones/professional advisors so chosen individuals have access to your portfolio

Unlimited documents

Say goodbye to unsecured spreadsheets, piles of paperwork and lost files. Bring your family peace of mind by recording and managing your finances and documents in ONE secure place. Upload as many supporting documents as you need. Having all related files stored behind each asset type will save you time and effort

Sharing and collaboration

Set permissions, share, and collaborate with family members and professional advisors. It takes the pressure off you, whilst enabling better advice from others

Plus...

Access to more features coming soon!

Drawing of a bird flying freely

Sign up today

Most Popular

Essential

£49.99 / year

Save 17% £4.99 / month paid yearly

Starter

FREE

Don't delay and try our free package
Record & manage your assets
Unlimited
5
Document storage
Unlimited
10
Store & share will information
Yes
Yes
Share with family & professionals
Yes
Yes
Set permissions & colloborate
Yes
No
Partner marketplace
Yes
Yes

Enterprise

Auderli enterprise will enhance your client services proposition to improve customer colloboration, satisfaction and rentetion.  For companies managing client portfolios, please get in touch for more information.  

Frequently asked questions