Planning, CRM and case management in one place — projection figures traceable to the journal entries that produced them, and report-only figures explained in plain English at source.
Every plan includes a directory profile listing. No lock-in contracts.
Claim your profile and appear in the adviser directory
Everything in the platform for every adviser in your firm — add as many seats as you need at checkout
For larger firms or networks. Includes everything in the Adviser Seat plan plus additional customisation, and — once white-label branding launches — a custom domain (e.g. plan.yourfirm.co.uk). Pricing by arrangement.
The directory is free for consumers to use. Read the full directory disclosure.
Find your firm in our IFA directory and claim it — free, no credit card needed.
Add your specialisms, locations, and fee details so potential clients browsing the directory can find and contact your firm directly.
Add planning software, CRM, case management, and document vault.
Higher client capacity and team seats as your practice grows — custom branding coming soon. No lock-in.
When you claim a listing or subscribe to a Wealth365 adviser plan, you accept the following data-sharing terms. Your acceptance is recorded with a version number and timestamp.
These data-sharing terms are a summary of the enquiry-handling obligations. The full Adviser Terms of Business & Data Processing Agreement covers the complete engagement, including the UK GDPR Article 28 processor terms that apply when your firm places client data on the platform.
Adviser sign-ups are currently closed while we onboard the beta cohort. Join the waitlist and we'll let you know the moment a place opens.
Join the Adviser Waitlist →