Client Subscription by INVESTOR
As an Investor and Portfolio client, we have two ways that you can subscribe to a plan on our platform which are Client Subscription(by Investor) and Subscription(by Client).
For an Investor that wants to subscribe to a plan for a portfolio client, follow the below steps.
Step 1: Click on subscribe from your Portfolio Index, select plan, enter card details and make payment.
Step 1: Click on subscribe from your Portfolio Index, select plan, enter card details and make payment.
If an investor is subscribing to a plan on behalf of a company, only the Pro plan is available. However, if the company itself is subscribing, they have the option to choose between the Free or Lite plans.
Enter card details and click on Buy Now, or if you have a discount code you can enter it in the box in the right for discount. Click on "Use my Discount Code" to activate your plan. If you want to become a development partner, you can click here to schedule a meeting with the CEO.
Step 2: Plan is already active on Company Dashboard, Company Index and Portfolio Index and you can now access the Pro dashboard.
Step 2: Plan is already active on Company Dashboard, Company Index and Portfolio Index and you can now access the Pro dashboard.
Company Pro Dashboard.
Company Index.
Portfolio Index.
FAQs
Q: I want to upgrade from Pro to Pro Plus or Portfolio Pro, what should i do?
You can upgrade to Diligentsia Pro Plus from Diligentsia Pro at any time by clicking the upgrade buttons on the Company Dashboard, or via the Company Index. One of our agents will contact you to discuss your particular requirements for certification. However, we suggest that you contact sales@diligentsia.co.uk and we will discuss your precise requirements. You also don't have to be a Lite user to be able to upgrade to Pro. You can also upgrade directly from Free.
Q: Can I or the client(s) cancel subscription at any time?
Email cancel@diligentsia.co.uk
Q: What happens to client data after canceling a subscription?
You are taken back to the free plan.
Q: Is there a free trial?
There is a free plan with basic features for you to explore and you can choose to upgrade after.
Q: Can a subscription plan be downgraded?
No, your plan can't be downgraded
Q: If subscription is cancelled, is there a refund for unused portions?
Cancellations are just effective after the subscription period end, so there are no refunds
Q: Do i need to be reauthorized after a plan upgrade?
No, you don't need to be reauthorized after a plan upgrade.
Q: Are there discounts for long-term subscriptions?
Q: Is there an audit log of subscription history?
No, there is no audit log of subscription history
Q: Can a subscription be paused temporarily?
NO, subscriptions can't be paused temporarily.
Q: Is there support for clients having issues with subscription?
Yes, there is dedicated 24/7 customer support. You can reach out through the button at the bottom right of our website.
Q: Do you store my credit card information?
No – our payments services are provided by Stripe (www.stripe.com). We do not store your credit card information on our platform.
Troubleshooting FAQs: Client Subscription by Investor
Q: Why can’t I find the “Subscribe” button on my Client Index?
A: Ensure you are logged in as an Investor and have the necessary permissions to subscribe on behalf of a client. If the option is missing, contact support.
Q: How do I compare subscription plans before purchasing?
A: Click the “Compare Plans” link on the subscription page for a detailed comparison of features.
Q: What should I do if my payment fails during subscription?
A: Verify your card details and ensure sufficient funds are available. If the issue persists, contact your card provider or support.
Q: Can I upgrade directly from Free to Pro Plus or Portfolio Pro?
A: Yes, you can upgrade from Free to any plan by selecting the desired plan on the subscription page.
Q: What happens to the client’s account after canceling a subscription?
A: The account is downgraded to the Free plan, retaining basic features.
Q: Can I downgrade a subscription plan to a lower tier?
A: No, subscriptions cannot be downgraded. You can cancel the current plan and subscribe to a different one after the period ends.
Q: Will I receive a refund for unused portions of a subscription if I cancel?
A: No, cancellations take effect at the end of the current subscription period, and refunds are not issued.
Q: Do I need to be reauthorized as an investor after upgrading a plan?
A: No, reauthorization is not required after a plan upgrade.
Q: Are there discounts for long-term subscriptions?
A: Contact sales@diligentsia.co.uk for information on potential discounts for long-term subscriptions.
Q: Can I pause a subscription temporarily?
A: No, subscriptions cannot be paused. You must cancel and resubscribe if needed.
Q: Is there an audit log for subscription history?
A: No, subscription history is not tracked in an audit log.
Q: Can I switch between monthly and yearly subscription plans?
A: Yes, but you must wait for the current subscription period to end before switching plans.
Q: How do I contact support if I face issues with a subscription?
A: Use the support button at the bottom right of the website or email support@diligentsia.co.uk for assistance.
Q: What happens to data if a subscription is canceled?
A: Data is retained, but access is limited to the features available in the Free plan.
Q: Does Diligentsia store credit card information?
A: No, Diligentsia uses Stripe for payment processing and does not store credit card information.
Q: How do I track the activation of a plan after subscription?
A: Check the Company Dashboard, Company Index, and Portfolio Index to confirm the plan's activation.
Q: Can I manage subscriptions for multiple clients simultaneously?
A: Yes, you can manage subscriptions for multiple clients through your Client Index.
Q: What should I do if I accidentally selected the wrong plan?
A: Contact support to assist with correcting the subscription plan.
Q: Is there a free trial for exploring platform features?
A: There is a Free plan with basic features, allowing you to explore the platform before upgrading.
Q: Can I subscribe to a plan on behalf of a client without their approval?
A: Subscription requires appropriate permissions. Ensure you have client authorization before subscribing on their behalf.