Subscription Plans
Choose the plan that fits your financial planning needs. Transform financial anxiety into confidence with personalised guidance that adapts to your life.
Free
Build trust in our guidance model with core features that help you understand your financial picture
Included
- Personalised insightsGet recommendations that actually understand your financial habits
- Portfolio & net worth trackingSee your complete financial picture in one place
- Smart spend categorisationAutomatically understand where your money goes
- 12-month cash-flow forecastSee exactly how today's decisions impact your financial future
- Track up to five assetsGet a complete view of your financial position
Limits
- •Forecasts capped at 1 year
- •No data export
- •Single portfolio
Builder
Master your monthly budget and short-term goals with detailed forecasting and smart categorisation
Included
- Everything in Free
- Unlimited assets trackedTrack every investment, property, and asset
- 10 year forecastPlan major life decisions with confidence
- Unlimited one off expensesPlan for irregular expenses with accuracy
- Live chat supportGet help when you need it from our UK team
- Connect up to two bank accountsAutomatically sync your transactions for real-time insights
Limits
- •No long-term planning
- •No data export
- •Single portfolio
Investor
Achieve long-term financial confidence with extended forecasting and complete control over your financial data
Included
- Everything in Free + Builder
- 1–30+ year forecastingPlan major life decisions with confidence
- Monthly cash flowsTrack your financial health month by month
- CSV exportTake your data with you for deeper analysis
- Unlimited connected accountsConnect all your financial accounts for complete visibility
- Tax planning(Coming soon)Smart tax optimisation to maximise your savings
Limits
- •Educational use only
- •Doesn't transact on your behalf
- •Single portfolio
How Delphina Works
Get started in minutes and build financial confidence with our simple three-step process
Connect Your Accounts
Securely link your bank accounts and financial services for a complete picture of your financial life
Get Personalised Insights
Receive guidance that understands your unique financial patterns and helps you make smarter decisions
Build Your Financial Plan
Create and adjust your plan with confidence using clear forecasting tools and actionable recommendations
Compare Costs vs Traditional Advisors
See how much you could save over 20 years compared to traditional financial advisor fees.
Personal Financial Coaching
Get 1:1 guidance from our financial experts to create a personalized plan for your financial future.