WAy to simple, scalable pricing

Wealth Analytica core modules (£149.99 / user / month)

• Dashboard — Pipeline funnel, KPIs, conversion metrics, priority actions and recent activity.
• Client Management — Client database, pipeline stages (Lead → Proposal), integrated CRM with messaging.
• Task Management — Task tracking across clients with assignments, priorities and progress.
• Portfolio Reports — Branded A4 PDF reports with wizard: cover, charts, holdings, factsheets and email delivery.
• Docs and Forms — Digital fact find, letters of authority, risk assessments and document templates.
• Portfolio Builder — Build client portfolios with asset search, mixed pound/percent entry and automatic performance calculations.
• Watchlists — Track and compare assets with performance charts, index/category/sector overlays.
• Asset Analytics — Screen 268,000+ global assets by performance, risk, style and key metrics.
• Compliance Tracker — Full FCA audit trail: every action logged and exportable for regulatory review.
• Fund Factsheets — Auto-generated PDF factsheets for funds and equities powered by Morningstar.
• XBRL Filings — SEC EDGAR and EU regulatory filings for 15,000+ equities.
• White-Label Branding — Company logo and colours across reports, factsheets and client portal.
• SSO Authentication — Google, Microsoft and email-code verification with 2FA.
• Referral Programme — Invite IFA contacts and earn £200 credit per annual subscriber.

Optional extras — coming soon

• Intelliflo Sync — Bidirectional sync of clients, plans, holdings and documents via OAuth.
• Client Portal — Branded client-facing portal — documents, forms, portfolios, tasks and secure messaging in one secure space.
• Secure Messaging — Encrypted client communications portal with read receipts.
• WealthListen — AI fact-finding transcription — records the client meeting, extracts structured data, and auto-fills your fact-find forms.
• WealthReport — Parses LoA documents and auto-drafts FCA-aligned suitability reports and annual reviews from your client data.

Tools Wealth Analytica replaces

• FE Analytics — Fund research, screening and analytics (£275/mo per user per month).
• Voyant / CashCalc — Cashflow modelling and financial planning (£95/mo per user per month).
• Defaqto Engage — Risk profiling and fund research (£110/mo per user per month).
• Xplan (Iress) — Advice platform, portfolio, compliance (£175/mo per user per month).
• Salesforce CRM — Enterprise CRM (£140/mo per user per month).
• Tableau / Power BI — Data visualisation (£60/mo per user per month).
• Genovo — Suitability report writing (£30/mo per user per month).
• Dynamic Planner — Risk profiling and suitability (£124/mo per user per month).
• 4admin — AI-powered admin and LoA (£50/mo per user per month).
• Morningstar Advisor — Fund research and analytics (£292/mo per user per month).
• FactSet — Enterprise financial data terminal (£333/mo per user per month).

Wealth Analytica costs £149.99 per adviser per month, with every core module included and no per-feature charges. Optional extras shown above are coming soon and not included in the base price.