Free trial
WAy to your free 7-day trial and personalised efficiency report
5 minutes, 15 questions — see exactly where your practice is losing time, then take the platform for a spin.
What You Get
Your Advisor OS Report — plus 7 days inside the platform — includes:
7 days of unlimited access to the core module
Take Wealth Analytica for a real spin — every feature in the core module, unlocked for a week. No credit card required.
Efficiency scores
across 5 key dimensions (Client Onboarding, Portfolio, Compliance, Workflow, Growth)
Traffic-light dashboard
showing your strongest and weakest areas
Specific, actionable recommendations
tailored to your practice
A 90-day action plan
to increase capacity and improve client experience
How It Works
Answer 15 Questions
Takes about 5 minutes. No jargon, just honest answers about your practice.
Get Your Score
We analyse your responses against our benchmark of top-performing IFA practices.
Get your report & 7-day free trial
Your personalised report plus a 7-day free trial of the core module. No credit card required.