How Orderly works
Connect Your Accounts
Securely link your banks, emails, and cloud storage accounts. Orderly does the rest.
Add everything else
Property, insurance, digital assets, and documents. Anything you own has a place.
Watch it stay current
No spreadsheets, no manual updates. Your picture stays accurate on its own.
Everything you own, organised in one place.
Asset Register
Orderly discovers your accounts, memberships, pensions, property, and more, and brings them into one view.
Digital Vault
Store your will, deeds, ID, policies, and other important documents securely, in one place.
Will Builder
Build your will step by step, in plain English, using the assets and beneficiaries you've already added, no solicitor required.
Executor Dashboard
Give your executor a clear record of everything you own, your will, and your key documents, so they know exactly where to look when it matters.
Beneficiary Portal
Decide who gets what, asset by asset, and update it any time your life changes, so each beneficiary only ever sees what's truly theirs.
Emergency Contact
Give someone the job of raising the alarm if something happens to you. They confirm what's happened, nothing more, they never see your assets or documents.
Your Data. Private and yours.
Encrypted and Secure
Your information is protected at every step, from connection to storage.
You control who sees what
Nobody sees your data unless you choose to share it, and only what you choose to share.
Your data stays yours
We never share your information with third parties without your consent.
Choose the plan that fits your life.
Basic
Free
Perfect for getting started.
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Unlimited manual assets
Will Builder
One email scan per month
12 months of email history
15 documents in the Vault
Emergency Contact
Unlimited Beneficiaries
Popular
Essential
£6.99
/month
Perfect for the complete picture.
Everything in Free
Continuous email scanning
Connect multiple email accounts
Connect your bank accounts
Continuous asset monitoring
5GB Vault storage
Appoint an executor
Joint Account
Coming soon!
Perfect for planning together.
Basic
Free
Perfect for getting started.
Unlimited manual assets
Will Builder
One email scan per month
12 months of email history
15 documents in the Vault
Emergency Contact
Unlimited Beneficiaries
Popular
Essential
£69.99
/year
Perfect for the complete picture.
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Everything in Free
Continuous email scanning
Connect multiple email accounts
Connect your bank accounts
Continuous asset monitoring
5GB Vault storage
Appoint an executor
Joint Account
Coming soon!
Perfect for planning together.
Non-custodial and non-discretionary
Orderly is non-custodial (it never holds your funds) and non-discretionary (it never acts on your behalf).
It shows you a complete picture of what you own — it doesn't move money or give investment advice.
It shows you a complete picture of what you own — it doesn't move money or give investment advice.
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Open banking runs via a licensed account information service provider, under an FCA-authorised partner's umbrella.
Read-only
Every connection is read-only and can be revoked at any time.
Full audit trail
Every action is recorded in a full audit trail, and storage is GDPR compliant.
Encryption
Data is encrypted in transit and at rest, with multi-factor authentication as standard.
Common questions
Is my data secure?
How much does Orderly cost?
What happens to my information if something happens to me?
Is Orderly a substitute for a solicitor?
Can Orderly access my bank accounts or move my money?