Wealth Analytica fits firms of one to fifty RIs. The product's the same lead-to-proposal pipeline whichever you are, but the way you'll start using it differs. A sole IFA stitching their stack together for the first time is a different starting workflow from a mid-sized firm pooling three paraplanners across two CIPs. These pages walk through what setup looks like, and what gets out of the way first, for each shape.
If you're the founder of a 3-person firm, your problem is usually that you bought tools to cover gaps and the gaps are now where the tools meet. If you're the ops manager of a 25-RI firm, your problem is governance — keeping one CIP coherent across multiple paraplanners and advisers without policing every fact-find by eye. The platform's the same. The first month isn't.
Pick the closest fit. Or skip to the platform overview if you'd rather see the feature view first.
Small firm (1–10 RIs)
You're the founder, two or three advisers, a paraplanner who's been with the firm since 2017. A four-tool stack feels like overkill but you've inherited one anyway. WAy out of admin hell.
Read the small brief →Mid firm (10–50 RIs)
Multi-adviser workflows, paraplanner pooling, one CIP across two paraplanners, an ops manager who already has a spreadsheet for everything that should be a system. The sweet spot for consolidation.
Read the mid brief →Paraplanner
You're the person who actually moves the data between Intelliflo, FE Analytics and Voyant. In fragmented stacks, that's commonly a third of your working week. Here's what gets it back.
Read the paraplanner brief →If none of these fit
Over 50 RIs and you're past our sweet spot — we'd still talk, but the institutional cost of switching a larger firm is usually the dominant term and we'd want to be honest about that before a trial. Under 1 RI (you're pre-launching the firm) and we have a different starter pack. Either way, drop us a note and we'll point you to the WAy that fits.
Not sure which fits?
A 30-minute discovery call. Tell us your RI count, your current stack, and one thing that's broken. We'll point you to the right starting workflow.