The Situation
The scenario models an 18-adviser appointed-representative network. Head office manages compliance; each AR runs their own client book. Before Wealth365, report quality and format varied between ARs — creating compliance risk and inconsistent client experience.
The requirement: a platform where every AR produces high-quality, on-brand reports under a single network identity, with head office able to audit any plan at any time.
Scenario dashboard — projection hero with KPI cards
What Wealth365 Showed
Wealth365's white-label engine applies the network's brand — logo, colour scheme and disclaimer text — to every PDF and every Multi-Year Financial Statements (Excel) export produced by every AR. Head office sets the template once; ARs cannot deviate.
The multi-adviser CRM gives head office a network-level view: total AUM, clients per AR, review-due counts, and compliance flags. Each AR sees only their own clients.
Year-by-year projection with income, expenses and net worth
The Feature That Changed Things
The secure client onboarding questionnaire collects fact-find data directly from clients before the first meeting. Clients fill in their own details via a branded link; the data populates the Wealth365 plan automatically.
This replaces manual data entry and cuts first-meeting prep from 90 minutes to under 20 — across all 18 ARs simultaneously.
Network CRM dashboard — adviser-by-adviser client book and compliance view
KPI summary — on-track %, projected wealth at retirement, and sustainable income
Key Numbers from the Plan
What They Did Next
The platform is rolled out to all 18 ARs over six weeks. Compliance uses the audit log for spot-checks; network branding applies automatically to every PDF and Excel deliverable.
Custom-branded PDF report — ready to share or save (Multi-Year Financial Statements Excel workbook produced from the same plan)