Automate client disclosures in minutes, not weeks.
SureMiFID ingests your client and portfolio data, generates personalized branded letters that satisfy MiFID II disclosure rules, encrypts each PDF with client-specific passwords, then emails them directly - so your team can focus on advice, not admin.
reduction in manual admin time per reporting cycle
PDF encryption and password automation baked in
to onboard with our implementation specialists
Validate & map fields
Client, products, portfolio values, fee structures
Generate branded letters
Your templates, our automation engine
Encrypt & deliver
Auto email with client-specific passwords
Status
4,372 letters sent • 0 delivery failures
Replace spreadsheets and last-minute mail merges.
SureMiFID automates the critical pieces between your CRM and your clients’ inboxes, so you never miss a disclosure deadline.
Structured ingestion
Upload CSV exports from your CRM or or portfolio tool. Map fields once and reuse the configuration every cycle.
On-brand documents
Customize your own letter templates, logos, and disclosures. Generate thousands of personalized reports in one click.
Secure delivery
Automatic 256-bit encryption and unique passwords per client. Emails send from your domain with full audit logs.
Audit-ready tracking
Proof of delivery, open tracking, and immutable logs keep compliance officers confident ahead of audits.
A reporting workflow built for advisory teams.
SureMiFID accepts data exported from the tools you already use, automating PDF letter generation & delivery.
-
01
Import client CSV
Drag-and-drop exports from your CRM, portfolio system, or custodian. Intelligent validation flags anomalies before processing.
-
02
Generate MiFID-ready letters
Merge data into your branded templates, insert the latest disclosures, and personalize fee breakdowns instantly.
-
03
Encrypt, email, evidence
Unique passwords, secure delivery, and audit trails are generated automatically. Export logs for regulators with one click.
Dashboard
Cycle summary
Exception queue
5 clients flagged: missing email, duplicate account IDs, invalid ISIN. Quick actions resolve and re-run instantly.
Compliance-first by design.
Every feature in SureMiFID is built to meet MiFID II & GDPR expectations - so your compliance team signs off faster.
Enterprise-grade security
AES-256 encryption for every PDF, password seeding with configurable rules, MFA for advisor access, and EU data residency.
Audit and governance
Immutable activity logs, and complete activity history make it easy to evidence client communications.
Trusted integrations
Ingest data from to Salesforce, Intelliflo, Iress, and leading custodians.
“SureMiFID helped us deliver 8,000 encrypted statements in under 48 hours. What used to consume three staff members for a fortnight now happens before lunch.”
Amelia R., Head of Compliance
Regulated Wealth Partners
Ready for your compliance review
- GDPR & MiFID II compliant data handling
- AES-256 PDF encryption with unique passwords
- Secure email delivery from your domain
Pricing that scales with your client outreach.
Slide to the volume you plan to deliver each year to see your per-contact rate and a cost example at the upper limit.
Price per contact
£5.00
Example cost (upper limit)
£2,000
Based on 400 contacts
Need a tailored engagement?
Our team can model hybrid pricing, managed service, or multi-brand rollouts. Share your requirements when you book a walkthrough.
Complete rate card
-
1 – 400 contacts
£5.00 / contact
£2,000 at 400 -
401 – 1,000 contacts
£4.50 / contact
£2,700 at 600 -
1,001 – 2,500 contacts
£4.00 / contact
£6,000 at 1,500 -
2,501 – 5,000 contacts
£3.50 / contact
£8,750 at 2,500 -
5,001 – 10,000 contacts
£3.00 / contact
£15,000 at 5,000 -
10,001+ contacts
£2.50 / contact
£25,000 at 10,000
Pricing includes all features. Simply buy a credit pack & start sending. Unused credits expire after 12 months.
Frequently asked questions
Everything you need to know about onboarding, security, and compliance before you get started.
How long does setup take?
Most firms are live within 48 hours. We automate field mapping, brand assets, and password policies during onboarding.
Can we use our own templates?
Yes. Use our simple online tool to customise your template. SureMiFID converts them into dynamic, data-driven layouts.
Do you support multi-brand firms?
Growth and Enterprise plans handle multiple brands, logos, and disclosures with dedicated approval workflows.
What about client data security?
Data is encrypted at rest and in transit. We use EU-only infrastructure. Client data is only stored in the moments between upload & the email being sent, then deleted irretrievably.
Ready to automate your next MiFID disclosure cycle?
Book a 30-minute walkthrough with our compliance engineers. We’ll ingest a sample CSV, generate a secure letter pack, and map out your rollout plan.
Book a callSecure booking link opens in a new tab.