In the IFA firms we work with, UK paraplanners commonly spend roughly a third of their week moving client data between systems — Intelliflo to FE Analytics to Voyant to the proposal builder to the suitability template. That's most of a working day every week on labour that adds no information to the firm. Wealth Analytica gives you one client record across the whole lead-to-proposal pipeline. Pre-populated fact-finds, suitability drafts that pull from the live record, ongoing-review prep that doesn't require launching five tools. The data-movement hours fall to a fraction of what they were. The rest is yours.
Tuesday morning, 9:12am
You've got the client's details in Intelliflo. Last week's adviser meeting produced four pages of notes. The portfolio view you'll need is in FE Analytics — but FE needs the holdings entered separately, because the bulk-import never quite matches the Intelliflo holdings file. The cashflow case the client asked about runs in Voyant — same holdings, third entry. The suitability template's in Word, on the firm's shared drive. By the time you've got everything in the right place to start drafting, it's gone half past ten. You haven't written anything yet.
Sound familiar?
What the rekeying actually costs you
The 2023 Scottish Widows Paraplanner Survey found 83% of UK paraplanners say their technology could be improved — up from 64% in the prior survey — with manual rekeying named as the top friction. Across the IFA firms we've worked with, paraplanner time on cross-system data movement commonly fills a third of the working week. At a fully-loaded rate of around £35 an hour, that's £20,000–£25,000 a year per paraplanner that the firm is paying for transcription. Multiply by the number of paraplanners in your firm. The number gets uncomfortable quickly.
And it's the part of the job nobody trained for. You qualified as a paraplanner to do the technical work — suitability analysis, ongoing-review prep, the difficult capacity-for-loss conversation under Consumer Duty. You didn't qualify to copy DOBs between systems. But every firm's stack quietly turned half your week into that.
What WA gives a paraplanner back
Three concrete things, in order of how much they save.
Pre-populated fact-finds. The Intelliflo record syncs in live. Your fact-find opens roughly 60% complete. You're reviewing and amending, not typing. The structured fields cover what Consumer Duty asks for — vulnerability flags, capacity-for-loss inputs, ESG/SDR preferences — without you having to remember which form they're on this quarter.
Suitability drafts that pull from the live record. The platform builds the first draft off the fact-find, the risk score and the portfolio analysis you already produced. You're editing for tone and the case-specific commentary, not rebuilding the structure each time. (More on this in our honest AI suitability article — drafts, not auto-publish.)
Ongoing-review prep without the five-tool launch. The client's last review, last fact-find update, last portfolio rebalance and last vulnerability check are in one record. Twelve-month review prep takes the time it should — maybe 20 minutes for a clean case — instead of an hour of cross-checking.
What we don't replace
Honest list. We don't replace your judgement — every WA-drafted document is for you to review and the adviser to sign off. We don't replace deep cashflow modelling — if your firm sells on Voyant-grade depth, keep Voyant for the cases that need it. We don't replace the FCA-authorised firm relationship — your firm's still the regulated entity, your name's still on the file. WA is the platform; you're still the paraplanner.
What the platform looks like on your screen
A live tab structure with the client at the centre. Fact-find, risk, portfolio, proposal, suitability, ongoing review — all reading off the same record, all surfacing the same vulnerability and ESG flags, all writing to the same audit trail. The Intelliflo connection runs in the background; you see one screen, not five. The Morningstar feed updates the portfolio view every 15 minutes — when a fund mid-cap rebalances at close on a Tuesday, the look-through reflects it Wednesday morning.
It's the platform you'd have designed for yourself, if anyone had asked.
If your firm hasn't bought in yet
Paraplanners often see the consolidation case before the founder does, because you're the one paying the rekeying tax. If you want to make the maths case internally, our tech-stack consolidation article has the labour-line numbers in a form the ops manager will recognise. Or ask us to run a free trial against one of your real cases — we'll set up the sandbox and you'll have something concrete to show the partner meeting.
Last reviewed: 15 May 2026 · Reviewed quarterly · Author: Michael Fasosin · Editor: Anthony Marris · See our editorial policy.
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