One platform for your entire practice — financial planning software, built-in client management, and qualified leads from our FCA-verified directory. No more juggling separate systems.
Everything an IFA practice needs — without the patchwork of providers
UK tax engine, pension projections, Monte Carlo simulations, scenario comparisons, and professional branded 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.
Qualified leads matched by region, specialism, and investment size from our FCA-verified directory of 5,800+ firms. Leads included in every plan.
Professional-grade tools that impress clients and save you hours
See every client's complete financial picture from a single overview — net worth, income, retirement timeline, goals, and total assets. Navigate seamlessly between planning steps using the guided workflow.
Generate branded PDF reports for client meetings from 22 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 1,000+ market simulations and show clients the impact of different strategies side-by-side. Compare early retirement, contribution levels, or downsizing.
Full-screen, distraction-free presentation mode for client review meetings. Slide-based walkthrough of Net Worth, Cash Flow, Goals, and Asset Allocation with your branding.
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. Spot overdue reviews instantly 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.
Grow your practice with qualified, matched leads — included in every plan
Manage your entire lead pipeline from one dashboard. See monthly stats, conversion rates, and directory profile performance at a glance. Contact leads directly and convert qualified enquiries into CRM clients with one click.
Potential clients complete a detailed questionnaire about their needs. We match them to your firm based on region, specialisms, and investment size. No bidding, no auction.
Manage every enquiry from your IFA dashboard. Track lead status, contact details, and convert qualified leads directly into CRM clients with one click.
Your firm appears in the Wealth365 adviser directory — verified against the live FCA Register. Add your specialisms, qualifications, locations, and fee basis to attract the right clients.
Your brand, our technology — with FCA compliance built in
Your logo, your colours, your domain. Clients see your brand throughout their experience — in the app, in reports, and in email communications. We're invisible.
Every save creates an immutable snapshot for FCA compliance. Compare any two versions side-by-side, lock versions for regulatory purposes, and maintain a complete audit trail.
Send clients a secure link to complete their own fact find before the meeting. 10-step guided questionnaire covers personal details, income, pensions, property, debts, expenses, goals, and risk profile.
For larger advisory firms with specific requirements
Invite your whole team with role-based permissions. Paraplanners can prepare, advisors can present.
Host on your own subdomain (e.g., plan.yourfirm.co.uk) for complete brand consistency.
Integrate with your existing back-office systems via our RESTful API. View API Docs
Give clients their own login to view plans, upload documents, and track progress — all under your brand.
See how Wealth365 can streamline your entire practice