Choosing the right Daysium membership comes down to three things: how complex your position is, whether your advisors need to see it, and how many people are involved. Here is how to work through it.
1. Start with your position
Professional suits one person with straightforward cross-border needs and a single tax jurisdiction. If your position spans more jurisdictions, or the strategy behind it is more involved, Private Client upwards is the better fit.
2. Decide who needs to see your day counts
If you want your advisor, accountant or assistant to see your live day-count position, you need the Daysium Portal — and that starts at Private Client. From Private Client upwards you can invite the named people you choose into the Portal, and withdraw that access at any time. Professional does not include the Portal or advisor invite.
3. Count the people
Platinum is for two people whose positions are connected — a couple, typically — and its distinguishing feature is that you each see the other's day counts in one shared view. Family Office is for a family, with four licences included, additional people at £1,200 each, and governance and continuity across the whole family.
4. Consider the support you want
Concierge Service is included from Private Client upwards. The Daysium team handles onboarding, configures the rules for the strategy you and your advisor have established, liaises with your advisors where appropriate, and remains available for product support. Concierge does not provide tax advice.
Note: If your circumstances or the people who need to be involved change, talk to us and we can move you to the appropriate membership.
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