***NB - this section is only accessible to the main 'Tenant administrator' account. This is usually the person who initially set up Corterum. If you a re looking to view or amend these details and you don't have access to this section of Corterum, contact your Tenant administrator within your company.***
To make sure our Corterum service meets the compliance needs of a wide range of FCA solo-registered firms, we offer 3 tiers of service:
Basic - For smaller businesses (up to 30 users) with everything you need to evidence compliance.
Pro - for larger and growing firms with more than 30 users, or firms that want to take advantage of our powerful workflow, automation, reporting and analytics functionalities.
Enterprise - for larger businesses that require whitelisting, single-sign on or bespoke functionality.
More information on our pricing can be found here.
You can easily move between the Basic and the Pro tiers of service (moving to Enterprise levels requires conversation - drop us a line to find our more!)
To do this:
Log into Corterum as the Tenant administrator.
Click the hamburger menu at the top right-hand corner of the screen.
Click on Billing Dashboard icon.
Click PACKAGE on the left hand side menu.
You will see our three tiers of pricing - with your current package highlighted in blue.
Just click on the package level you would like - Basic or Pro.
If you currently have more than 30 licenses and you're trying to move to our Basic package, you need to reduce the number of licenses you hold first - to learn how to do that, click here.
If you're moving from Basic to PRO - you'll need to set up your payment method - just follow the prompts on screen to provide your details.