How do I set up custom pricing?

The data initially held on the system is the standard headline pricing published by each platform, but we give you the ability to edit part of this.

Once logged in, go to ‘my firm’ in the top menu and then ‘my pricing’. From here you can view, add, edit and archive pricing deals you’ve created.

If you find something you can’t edit which you need to amend, get in touch with us at support@langcatfinancial.com and we’ll do it for you.

Pricing deals entered in this way will appear in both the comparisons you run and in your due diligence reports.

The data initially held on the system is the standard headline pricing published by each platform, but we give you the ability to edit part of this.

Once logged in, go to ‘my firm’ in the top menu and then ‘my pricing’. From here you can view, add, edit and archive pricing deals you’ve created.

If you find something you can’t edit which you need to amend, we can do it for you.

Here are the steps, you need to follow:

  • Create a pricing structure shell for every provider you want to set up custom pricing for. For each one, click the yellow button ‘ Add structure’
  • Select the platform and pricing structure you want to update and click ‘Customise’
  • Give the pricing structure a name e.g. ‘my firm’s X platform special terms’ platform the name of the pricing structure and scroll all the way to the bottom and click ‘Save’. You’ll see lots of other fields on this page but you don’t need to change anything else
  • Once you’ve set up the name, get in touch with us at support@langcatfinancial.com, with the name of the pricing structure and let us know what your bespoke pricing deal is and we’ll update all the tiers and bps.

Pricing deals entered in this way will appear in both the comparisons you run and in your due diligence reports.