Through our unique licensee offer, Apogee provides flexible and tailored solutions to help you as a proactive and progressive business owner to grow your successful advice business.

The Apogee licensee offer includes:
 

• Flat licensee fee:  Apogee offers a flat licensee fee, with no dealer splits or volume rebates, covering all the following services and more.
   

• Access to an industry-leading technical team for advice support:  including well-known industry experts and one of the industry’s largest skilled teams of experienced technical experts.
   

• Support on the ground: dedicated support from a team of practice development specialists providing best of breed practice management and access to external specialist consultants.
   

• Broad Approved Product List with exceptional research support: from one of the largest and best resourced licensee research teams, which includes a large team of in-house investments specialists.
   

• Business succession and acquisition services: access to our Connect for Growth program which provides transactional guidance for businesses wishing to buy and/or sell client bases, and assistance with business succession planning.
   

• We manage the end-to-end sales process: including; valuation, client transition and legal contract management. This service is incorporated in the total licensee fee, saving you time and additional cost sourcing and executing transactions.
   

• Marketing support: proven client engagement and marketing tools to help you attract and retain clients.

• Compliance and protection: ongoing advice and guidance from our dedicated professional and commercial compliance and legal team.
   

• Business Management: Access to tools and resources to run your business successfully including a payments system.
   

• Advice Software: The XPLAN advice platform and associated fees are included as part of our Licensee offer. We have dedicated in-house XPLAN consultants to assist you in improving your advice efficiency.