The Situation
The scenario models a three-adviser partnership serving professionals and business owners. The ~280-client book includes complex cases: IHT mitigation, director salary/dividend extraction, and DB-to-DC transfers.
Before Wealth365, showing a client a revised scenario mid-meeting meant going back to the office to rebuild the model and sending a revised report days later — by which time client momentum had cooled.
Scenario dashboard — projection hero with KPI cards
What Wealth365 Showed
Virtual Meeting combines a video/audio call with live Wealth365 screen sharing. The adviser proposes a change — say, increasing employer pension contributions by £10,000 — and the client sees the updated projection immediately, with the underlying ledger also exportable as Excel.
The CRM pipeline shows all 280 clients across active, review-due and prospect stages. Each adviser sees their own client book; the senior partner sees the whole firm.
Year-by-year projection with income, expenses and net worth
The Feature That Changed Things
The Scenario Proposals feature inside Virtual Meeting presents up to three alternatives simultaneously: the base plan, a conservative variant, and an optimised variant. The client can toggle between them on their own screen during the call.
Virtual Meeting with live scenario comparison — adviser and client screens
KPI summary — on-track %, projected wealth at retirement, and sustainable income
Key Numbers from the Plan
What They Did Next
All complex client reviews now run through Virtual Meeting. Decision rate in meetings (client approves a recommendation on the call) rises measurably, reducing follow-up emails and revised reports. The Multi-Year Financial Statements (Excel) is attached to every meeting summary.
Custom-branded PDF report — ready to share or save (Multi-Year Financial Statements Excel workbook produced from the same plan)