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Aider Advisory Platform - 14 day free trial

Frequently asked questions about Aider's free trial period

Updated: 21 May 2024

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Can I try Aider for free?

Yes. Aider offers a 14-day free trial period where you get instant access and unlimited use of Aider’s Advisory Platform. You can set up an account for your firm, invite your colleagues as additional advisors, add your clients to see their data compliance and performance insights, and share these insights with your clients – there are absolutely no restrictions on what you can do during your trial period!

Do I need to enter payment details to secure the free trial period?

No credit card details are required for Aider’s 14 day free trial period. Simply set up an account and start using the platform. And when you're ready to subscribe, just set up your payment details to start your paid subscription.

Do I have to pay the implementation fee during the free trial period?

No, the trial period is completely free. During the trial period our Customer Success Team will be in touch to discuss your implementation needs. You will only pay for implementation once you decide to subscribe.

Will each advisor in my firm also get to use Aider free for the first 14 days?

The 14 day free trial period is set for your entire firm from the day you set it up. We recommend that you invite as many different colleagues as possible to try out the platform when you set up your Aider account. This ensures that your colleagues have the full 14 days to explore Aider. From bookkeepers and client managers, to senior advisors and partners, everyone can increase their productivity with Aider. Because Aider’s subscription is not based on the number of users in your account, there's no downside to inviting all your colleagues.

How do I find out the number of days I have left in my free trial?

In your Aider Advisory Platform you will see a countdown banner during your 14 day free trial of Aider. Whenever you're ready, simply click the "Subscribe now" button in the banner to set up a payment method and start your paid subscription.

How do I continue my subscription after my 14 day free trial ends?

Easily! Once the 14 day free trial of Aider ends, simply follow the link to set up your payment method and your account will be reactivated and your paid subscription starts

How do I cancel Aider if I feel that it isn’t for me?

If you haven’t entered your payment details there is no need to cancel as your access will end when the free trial period ends. If you have started a paid subscription already, then you can cancel at any time simply by selecting ‘Account Settings’ (bottom icon on the left blue bar of the platform) then selecting 'Manage Subscription' > ‘Cancel Plan’. 

See our FAQs on Subscription & Billing Management for more details.

Book a meeting to get your Advisory Platform set up