One subscription for your entire practice. Financial planning software, built-in CRM with case management, and qualified client leads — all included.
Every plan includes an FCA-verified directory profile and matched client enquiries. No lock-in contracts.
Claim your profile and start receiving matched enquiries
Planning software, CRM, and leads for growing practices
Unlimited clients, white-label branding, and priority leads
Everything unlimited with premium visibility and full platform access
See how Wealth365 stacks up against other adviser platforms
| Adviser Cloud | Plannr | Unbiased | Wealth365 | |
|---|---|---|---|---|
| Starting price | From £65/mo | From £50/mo | From £302/mo | Free (leads only) or £69 |
| Financial planning tools | No | No | No | Full UK planning suite |
| CRM & pipeline | Yes | Yes | No | Yes — built in |
| Case management | Yes | Yes | No | Yes — 9 case types |
| Document vault | Yes | Yes | No | Yes — 13 categories |
| Fee tracking | Limited | Yes | No | Yes — auto annual calc |
| Review scheduling | Yes | Yes | No | Yes — with auto-tasks |
| Client leads included | No | No | Pay per lead on top | 3–unlimited included |
| White-label branding | Limited | Yes (higher tiers) | No | Full — logo, colours, domain |
| Branded reports | No | No | No | 22-section report builder |
| Contract lock-in | 12 months typical | Monthly | 12 months typical | No contract, cancel anytime |
Find your firm in our FCA-verified directory and claim it — free, no credit card needed.
Clients complete a questionnaire and we match them to your firm by region and specialism. Up to 3 leads/month free.
Add planning software, CRM, case management, and document vault. Convert leads to clients with one click.
Unlimited clients, white-label branding, team seats, and more leads as your practice grows. No lock-in.
Start with a free 90-day trial. No credit card, no contract, no risk.
Start Your Free Trial →