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.
Everything an IFA practice needs — without the patchwork of providers
UK tax engine, pension projections, Monte Carlo simulations, scenario comparisons, and professional client-ready reports. The same tools your clients use, elevated for advisory work.
Client pipeline, service case tracking, document vault, fee records, review scheduling, task management, and activity logging — all built in, not bolted on.
Your firm appears in the Wealth365 adviser directory — checked against the public FCA Register, with your specialisms, qualifications, locations, and fee basis on show.
Deep planning tools that produce client-ready outputs in less time
See every client's net worth, income sources, retirement runway, and goals from a single dashboard — with a guided workflow that steps through all planning areas in order.
Generate professional PDF reports for client meetings from 30+ configurable sections. Choose from quick templates or build your own. Export as PDF, interactive HTML, or full data extract.
2026/27 tax rules built-in including income tax, CGT, IHT, pension allowances, and all the reliefs your clients need.
Run up to 500 market simulations and show clients the impact of different strategies side-by-side. Compare early retirement, contribution levels, or downsizing.
Capture each client's maximum tolerable loss, then check it against the plan's actual capacity. The tool projects each goal under the loss scenario and flags any that fall short.
Present to clients in person with full-screen slide-based reviews. Navigate through plan sections with keyboard or on-screen controls.
Run your entire practice from one place — no more switching between systems
Visualise your entire client book at a glance. Drag and drop clients between stages — from prospect through onboarding, active, review due, dormant, and churned. Stage changes save instantly. Spot overdue reviews with colour-coded alerts.
Open any client and see everything in one panel — notes, service cases, documents, fee records, review history, tasks, and activity log. Track pension transfers, new business, reviews, and complaints with status workflows and target dates.
Track every piece of work from first instruction to completion. Transfers, new business, reviews, pension queries, complaints — each with status workflow, target dates, and provider references.
Secure per-client document storage with 13 categories. Upload fact finds, suitability reports, authority letters, ID documents, and more. Download anytime, organised automatically.
Record every fee arrangement per client — initial, ongoing, ad hoc, fixed, or hourly. See total annual revenue at a glance with automatic frequency-based calculations.
Set review cycles per client — 6-monthly, annual, or biennial. Overdue and due-soon indicators keep nothing slipping through the cracks. Mark reviews done with one click.
Drag-and-drop pipeline board with stages from prospect to active. Tag clients by service type, value, or any custom label. Filter and search across your entire book.
Manage tasks with due dates and priorities. Pin important client notes. Log meetings, calls, emails, and compliance activities with full audit history.
Record-keeping tools that support your compliance work — with custom branding on the way
Your logo, your colours, your firm name. When custom branding launches, clients will see your brand throughout their experience — in the app, in reports, and in email communications (emails will be sent from a Wealth365 address but carry your firm name, logo, and colours).
Every save creates an immutable snapshot for your compliance records. Compare any two versions side-by-side, lock versions for regulatory purposes, and maintain a complete audit trail.
Create client accounts directly from your dashboard — no need for clients to self-register. Enter their email and name, and an invitation email is sent. Clients click the link to set their password and they are ready to go. You can also send a secure fact-find questionnaire link for data collection before the first meeting.
For larger advisory firms with specific requirements
Invite your team into the practice. Paraplanners can prepare, advisers can present.
Host on your own subdomain (e.g., plan.yourfirm.co.uk) for brand consistency once white-label branding launches.
You will be able to integrate with your existing back-office systems via our API.
Clients will get their own login to view their plan and upload documents.
See how Wealth365 can streamline your entire practice