Wealth Analytica's lead capture is the start of the pipeline — an embeddable form on your firm's site, attribution captured at source (source, campaign, partner link), and a structured hand-off into the fact-find and Intelliflo. New enquiries land as full client shells, not inbox lines you'll forget by Thursday.
The problem with the form on your website right now
It probably emails you. Maybe it CCs the office address. The keenest enquiry of the week sits between a Companies House reminder and a LinkedIn alert, and by the time someone picks it up the lead has already booked a discovery call with two competitors. We've watched this in dozens of mid-sized IFA firms. The website does its job; the rest of the stack drops the catch.
Industry pattern, repeatedly observed: IFA firms responding to new enquiries within hours convert at materially higher rates than firms that take a day or more. Speed of first response is one of the biggest single factors a firm can control on conversion. If your lead capture relies on a human reading an email, you're playing the conversion game with one hand behind your back.
How the WA lead-capture form works
You drop one snippet onto your site — WordPress, Squarespace, a hand-rolled Astro build, anywhere a script tag can go. The form lands in the firm's branding, validates on the client, and posts directly into Wealth Analytica. The enquirer gets a confirmation page; your firm gets a structured client shell, a timestamped attribution record, and an assignable task in the team queue.
It takes a paraplanner two minutes from the alert to opening the lead inside the platform. The fact-find shell is already there. The risk profiler is pre-linked. If the enquirer left enough detail, the first portfolio analysis can be drafted before the discovery call.
Attribution captured at source
Every enquiry carries its provenance with it. UTM parameters from your Google Ads. Referrer from a partner introducer. Landing page they read first. Last campaign email they clicked. Time stamps. Device. We don't fingerprint the user — we capture what was already in the URL and the session, in a UK GDPR-compliant way, and write it onto the client record.
Three months in, you've got a clean answer to a question most IFA firms can't answer: which marketing channels are actually producing clients who stay? Not clicks, not opens — converted clients with twelve months of ongoing fee revenue attached to them.
Partner introducers, properly routed
If your firm runs a panel of introducers — solicitors, accountants, estate agents, mortgage brokers — each partner gets their own routed link. The lead lands with the partner pre-tagged on the record. Fee-share calculations stop being a quarterly spreadsheet exercise. The introducer's reporting pack writes itself off the same data. We've seen firms recover 6–8 hours a month of practice-manager time on partner reconciliation alone.
From lead to live client
The hand-off is the bit most lead tools get wrong. A new enquiry in Wealth Analytica is already a structured client. You don't import it later, you don't reconcile to your Intelliflo at the end of the week. When the adviser meets the prospect and the relationship goes live, the existing record flips from "Lead" to "Client" and the Intelliflo two-way sync engages automatically. Same record. Same client ID. No rekeying.
Where this fits the pipeline
Lead capture sits at the front of the pipeline. It feeds the digital fact-find, which feeds the risk assessment and portfolio analysis, which feed the proposal builder. Same data, gathered once, used everywhere. The WAy a firm should have been able to onboard a new client for the past decade.
Put the form on your live site this week
A trial seat, a snippet for your web team, and your first attributed leads landing in a clean client record by Friday. We'll show you the conversion picture three months in.
Last reviewed: 15 May 2026 · Author: Michael Fasosin · Editor: Anthony Marris · See our editorial policy for our sourcing and review standards.