Simple, transparent pricing built for growth

Whether you are a solo broker or a national network, our pricing is designed to be straightforward and scalable.

  • For brokers & SME firms

    £65/ user / month

    Everything you need to manage your pipeline and automate your admin in one place.

    • Full CRM access: manage your entire case library from lead to completion
    • AI fact-find: unlimited access to the conversational AI client portal
    • Voice-to-text: dictate meeting notes and extract data directly to case files
    • Broker dashboard: real-time tracking of your personal pipeline and renewals
    • Standard compliance: basic AI file-checking to catch common submission errors

  • For networks

    Custom

    Scalable solutions for larger organisations requiring advanced oversight and network-wide automation.

    • Network reporting: aggregated data and high-level KPIs across all member firms
    • Automated oversight: AI-driven compliance checking across 100% of network files
    • White-labelling: fully branded client portals to maintain network identity
    • Dedicated support: priority onboarding and a dedicated account manager
    • Custom integration: API access to sync Olmo with your existing internal systems

Common questions

  • Is there a setup fee?

    We believe in the ease of our software. For standard broker accounts, there are no hidden setup fees. You can get started immediately.

  • What about data security?

    Given our background in building financial software at HubSolv, security is our first priority. All data is encrypted, GDPR compliant, and hosted on secure EU-based servers.

  • Can I cancel at any time?

    Yes. Our broker plan is a monthly subscription. We want you to stay because the software adds value to your business, not because of a restrictive contract.

See Olmo in action before you decide

Book a short demo to see exactly how the platform fits into the way your firm or network already works.