Whitlingham Wealth - Proposal
Documentfinal Whitlingham Wealth · proposal · final · 2 Oct 2024
Proposal to Whitlingham Wealth for B-Viz on the Growth tier: £44k a year less 10% (£40k) plus £12k implementation, £52k in total. Eight-week implementation. It is a proposal, not an executed order form.
What it says
What this says
As at Fri 9 Oct 2026Proposal to Whitlingham Wealth for B-Viz on the Growth tier: £44k a year less 10% (£40k) plus £12k implementation, £52k in total. Eight-week implementation. It is a proposal, not an executed order form.
What it is: a BG-Demo proposal dated 2 Oct 2024, written by the Account Executive Priya Raman's side, for Growth with 40 concurrent users and 8 system connectors. It states "Pending your sign-off on this proposal, we'll prepare a formal order form and master services agreement for execution."
Commits: nothing binding. Pricing shows Growth annual at £44k with a 10% discount, net £40k, and implementation at £12k, total £52k. Billing is "annual in advance with 30-day payment terms from invoice."
Unusual: the 10% discount is within the 20% first-term limit. The £44k matches the v1 list price. The stored status is final, but the text shows an open proposal.
Not settled: the document does not show acceptance, signature, a start date, connector delivery dates, availability, support response times or service credits. The executed order form, if one exists, decides the contracted price and terms, and this document should not be read as current.
As found in this document
As at Fri 9 Oct 2026- Price£39,600Source: the AI read of this record
- BillingBilling is annual in advance with 30-day payment terms from invoice.Source: the AI read of this record
- Subscription price£44,000 less 10% discount, net £39,600Source: the AI read of this record
- Implementation fee£12,000Source: the AI read of this record
- Total£51,600Source: the AI read of this record
- Implementation durationeight weeksSource: the AI read of this record
The document
Body
Whitlingham Wealth, Proposal
Context
Thank you for meeting with us to explore how B-Viz can support your client-service team. We understand you are looking to reduce manual data reconciliation and enable your advisers to access a single view of each client across your CRM, emails and calls.
Solution
We propose B-Viz on the Growth tier, which provides:
- 40 concurrent users and 8 system connectors
- Pages and dashboards builder for custom reporting
- Real-time search across all connected data
- Quarterly business review check-ins
The implementation will take eight weeks and cover integration with your core systems.
Pricing
| Line item | Unit price | Discount | Net |
|---|---|---|---|
| B-Viz – Growth (annual) | £44k | 10% | £40k |
| Implementation – Growth (8 weeks) | £12k | , | £12k |
| Total | £52k |
Billing is annual in advance with 30-day payment terms from invoice.
Next steps
We would like to move forward by the end of October. Pending your sign-off on this proposal, we'll prepare a formal order form and master services agreement for execution.
Please let us know if you have any questions.
Unusual terms
As at Fri 9 Oct 2026- 10% first-term discount