Plans that scale with your portfolio

Core

Perfect for new investors learning the basics and exploring AI-powered insights.

Included

Connect 1 brokerage account

Portfolio value up to $50k

10 AI research queries/month

Basic allocation analysis

Weekly market summary email

Educational content access

Pro

Popular

For active investors building wealth with confidence through AI guidance.

Everything in Core, plus:

Connect unlimited accounts

Unlimited portfolio value

Unlimited AI research queries

Advanced risk metrics

Real-time smart alerts

Tax-loss harvesting insights

Priority email support

Business

Premium tools and expert guidance for serious investors.

Everything in Pro, plus:

Quarterly video calls with CFA advisors

Custom portfolio modeling

Options strategy analysis

Alternative investment research

API access for developers

Phone support

Early access to new features

Core

Perfect for new investors learning the basics and exploring AI-powered insights.

Included

Connect 1 brokerage account

Portfolio value up to $50k

10 AI research queries/month

Basic allocation analysis

Weekly market summary email

Educational content access

Pro

Popular

For active investors building wealth with confidence through AI guidance.

Everything in Core, plus:

Connect unlimited accounts

Unlimited portfolio value

Unlimited AI research queries

Advanced risk metrics

Real-time smart alerts

Tax-loss harvesting insights

Priority email support

Business

Premium tools and expert guidance for serious investors.

Everything in Pro, plus:

Quarterly video calls with CFA advisors

Custom portfolio modeling

Options strategy analysis

Alternative investment research

API access for developers

Phone support

Early access to new features

Core

Perfect for new investors learning the basics and exploring AI-powered insights.

Included

Connect 1 brokerage account

Portfolio value up to $50k

10 AI research queries/month

Basic allocation analysis

Weekly market summary email

Educational content access

Pro

Popular

For active investors building wealth with confidence through AI guidance.

Everything in Core, plus:

Connect unlimited accounts

Unlimited portfolio value

Unlimited AI research queries

Advanced risk metrics

Real-time smart alerts

Tax-loss harvesting insights

Priority email support

Business

Premium tools and expert guidance for serious investors.

Everything in Pro, plus:

Quarterly video calls with CFA advisors

Custom portfolio modeling

Options strategy analysis

Alternative investment research

API access for developers

Phone support

Early access to new features

Choose the plan that fits your goals

CORE FEATURES

Connected accounts

1 brokerage

1 brokerage

Unlimited

Unlimited

Unlimited

Unlimited

Portfolio value limit

Portfolio value limit

Up to $50,000

Unlimited

Unlimited

AI conversations (Orion)

10 queries/week

10 queries/week

Unlimited

Unlimited

Unlimited

Unlimited

Real-time sync

Real-time sync

Daily

Every 15 min

Real-time

Portfolio analysis

Basic monthly

Basic monthly

Advanced monthly

Advanced monthly

Custom on-demand

Custom on-demand

Multi-currency support

Track investments across multiple currencies with automatic conversion. View your total portfolio value in your preferred currency with real-time exchange rates.

Multi-currency support

Track investments across multiple currencies with automatic conversion. View your total portfolio value in your preferred currency with real-time exchange rates.

Mobile app access

Data export

Data export

CSV

CSV + JSON + Excel

INTELLIGENCE & INSIGHTS

Investment recommendations

Generic

Generic

Personalized

Personalized

CFA-validated

CFA-validated

Risk score & assessment

Comprehensive risk analysis including portfolio beta, volatility measures, correlation analysis, and Value at Risk (VaR) calculations at 95% and 99% confidence levels.

Risk score & assessment

Comprehensive risk analysis including portfolio beta, volatility measures, correlation analysis, and Value at Risk (VaR) calculations at 95% and 99% confidence levels.

Basic

Detailed breakdown

Advanced modeling

Tax-loss harvesting

AI identifies opportunities to sell losing positions and offset capital gains. Advanced features include wash sale avoidance, holding period optimization, and tax bracket considerations.

Rebalancing suggestions

Rebalancing suggestions

Market intelligence

Daily briefs

Daily briefs

Real-time alerts

Real-time alerts

Scenario modeling

Test different market conditions and portfolio adjustments before making changes. Model retirement scenarios, market crashes, inflation impacts, and investment strategy changes.

Scenario modeling

Test different market conditions and portfolio adjustments before making changes. Model retirement scenarios, market crashes, inflation impacts, and investment strategy changes.

3 scenarios

Unlimited

Stress testing

3 scenarios

3 scenarios

Unlimited

Unlimited

Options analytics

Options analytics

Custom AI training

ALERTS & SUPPORT

Price alerts

Unlimited

Unlimited

Unlimited

Unlimited

Allocation drift alerts

Allocation drift alerts

5% threshold

Custom thresholds

Volatility alerts

Create custom triggers based on portfolio beta, individual stock volatility, sector movements, or VIX levels. Get notified the moment significant risk changes occur.

Major events

Major events

Real-time custom

Real-time custom

Tax opportunity alerts

Tax opportunity alerts

Projections

Alert channels

Email

Email

Email + push

Email + push

Email + push + SMS

Email + push + SMS

Email support

Email support

Forum only

Priority (24hr)

Priority (24hr)

Live chat

Business hours

Business hours

24/7

24/7

Phone support

Phone support

Dedicated line

CFA consultation

Four scheduled video calls per year with a Chartered Financial Analyst. Discuss your portfolio strategy, review performance, and get professional guidance on complex financial decisions.

Quaerterly (4/year)

Quaerterly (4/year)

API access

API access

REST API

Priced for the scale of your provision

Whether you operate one home or twenty, Vimara grows with your organisation — with pricing built around the compliance infrastructure you actually need.

Request demo

Transparent pricing, built around your organisation.

Vimara's pricing is structured around the number of homes you operate and the safeguarding infrastructure you need. We don't believe in charging for features you'll never use — or locking critical compliance tools behind enterprise paywalls.

Every plan includes your core safeguarding dashboard, workforce compliance tracking, and Inspection Readiness score. Capability scales as your portfolio grows.

Talk to us

Choose the plan that fits your provision

Starter

For independent providers operating a single home who need foundational compliance and inspection readiness.

From

£299

/ month

per home

1 home

Up to 30 staff profiles

Inspection Readiness dashboard

DBS and training compliance tracking

Safer recruitment checklist

Email support

Get started

Growth

Popular

For growing operators managing multiple homes who need unified oversight and AI-powered risk intelligence.

From

£799

/ month

up to 5 homes

Everything in Starter, plus:

Up to 5 homes

Unlimited staff profiles

AI risk analysis and exposure scoring

Real-time compliance alerts

Workforce suitability tracking

Safeguarding incident log

Priority support

Request demo

Enterprise

For large care groups needing bespoke integration, board-level reporting, and a dedicated success team.

Pricing

Custom

tailored to your portfolio

Everything in Growth, plus:

Unlimited homes

Dedicated success manager

Custom AI model configuration

Board-level reporting suite

Bespoke system integrations

SLA guarantee

On-site implementation support

Talk to us

Questions, answered.

Everything you need to know about pricing and what is included.

What is included in every plan?

Every Vimara plan includes your core safeguarding dashboard, Inspection Readiness score, DBS and training compliance tracking, and email support. Advanced features like AI risk analysis and real-time alerts are available on Growth and above.

Can I add homes to my plan later?

Yes. You can scale your plan at any time as your portfolio grows. If you exceed your current plan's home limit, we will work with you to upgrade seamlessly with no disruption to your data or compliance records.

Is there a contract or minimum term?

Starter and Growth plans are available on a monthly rolling basis. Enterprise plans typically operate on an annual contract. We will always discuss what works best for your organisation before you commit.

How does Vimara handle our staff data?

All data is encrypted in transit and at rest. Vimara is built to UK data protection standards and is GDPR-compliant. Staff records, DBS information, and safeguarding logs are stored securely and only accessible to authorised users in your organisation.

Do you offer a trial or demo?

Yes. We offer a guided demo for all prospective clients. For qualifying organisations, we can also arrange a proof-of-concept period. Request a demo and our team will be in touch within one working day.

Ready to lead with confidence?

Join care leaders using Vimara to stay inspection-ready, reduce risk, and protect the children in their care.

Request demo

Safeguarding Platform with One Regulatory Lens Across Your Enterprise

©2026 Vimara. All rights reserverd.

Bring all your systems into one realm, with Vimara.

Request demo

Safeguarding Platform with One Regulatory Lens Across Your Enterprise

©2026 Vimara. All rights reserverd.

Safeguarding Platform with One Regulatory Lens Across Your Enterprise

©2026 Vimara. All rights reserverd.

Safeguarding Platform with One Regulatory Lens Across Your Enterprise

©2026 Vimara. All rights reserverd.