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Insights · Comparisons

Honest comparisons, written by us

We're the team behind Wealth Analytica. So when we compare our platform to the established names in UK IFA software, we hold ourselves to two rules: every factual claim about a competitor is sourced from their public material or first-hand observation, and we acknowledge what each one leads on. The pieces below are commercial — clearly labelled — and reviewed every six months.

Why a separate hub for comparison content? Because the question "which adviser-tech tool should we use" is the most expensive question a firm answers. We've built these pieces to be the kind of material we'd want to read if the roles were reversed. Each is dated. Each cites its sources. Each is updated when the competitor product changes materially.

How we write these

Every comparison page goes through the same four-step process. We pull the competitor's public material — pricing pages, product pages, documentation, fund-manager-side fact sheets where relevant. We map their capabilities onto the same feature set we evaluate ourselves against. We write a side-by-side that acknowledges competitor strengths first and ours second. And we pass each piece through a six-month review so the pricing and feature claims don't drift.

Read our editorial policy for the full sourcing and review standards.