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- Services
- Insights
- Outcomes
- How it Works
- FAQs
- Request a Free Trial

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WAys to give IFAs back the time to build better client relationships.

We believe that investment research shouldn't steal you away from the clients you're researching for. We’ll transform hours of complexity into minutes of clarity, so you can focus on what technology can't replicate. Understanding clients and building trust.

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Why We Exist

The Problem We're Solving

You didn't become a financial adviser to spend your evenings drowning in spreadsheets.

Yet, here's the reality, comprehensive research demands hours spent gathering data, cross-referencing performance metrics & tracking global markets. Hours that steal you away from the very clients you're researching for.

The problem isn't your capability. It's capacity.

With over 150,000 securities across 70 global exchanges, staying on top of investment opportunities manually isn't just exhausting, it's becoming impossible. Meanwhile, your clients expect rapid responses, proactive outreach and personalised guidance as a minimum.

Excellence in financial advisory has traditionally demanded a trade-off, thorough research or personal time. Comprehensive analysis or client-facing hours. Growth or balance.

We believe that trade-off is no longer necessary.

Our Mission

What We're Building

We’ll give financial professionals back the time to build the relationships that truly matter, by transforming investment research from hours of complexity into minutes of clarity.

We believe that technology should amplify human expertise, not replace it. Financial advice requires empathy, wisdom and nuanced understanding that algorithms alone can’t provide.

Our role is to handle the complexity of analysing global securities markets, so you can focus your time and talent on what technology can never replicate: understanding your clients, synthesising insights and providing guidance when it matters most.

We measure our success not just in platform capabilities or data coverage, but in the time we return to advisers' lives and the stronger client relationships those hours enable.

How We're Different

Our Approach

Empathy First

We start by understanding the weight you carry. Every recommendation that you make affects someone's retirement, their children's education or their financial security. That responsibility deserves technology that genuinely reduces stress, not just efficiency.

We listen more than we pitch. We design from your pain points, not competitor feature lists.

Simplification, Not Complication

The investment world generates overwhelming data. Our purpose is to distil the complexity into clarity without losing nuance.

No dozens of confusing metrics. No overwhelming dashboards. Just the insight you need, when you need it.

Partnership, not Transaction

We succeed when you succeed, your practice growth is our growth and your challenges are our challenges.

This isn't a vendor-customer relationship, it's a partnership.

We're invested in your long-term success, not just your subscription renewal.

Our Values

What drives us

Our values guide every decision we make, from product development to client interactions to how we operate as a team.

Value 1: Empathy first

Because we understand the weight IFAs carry, we build solutions that genuinely reduce stress, not just claim efficiency.

We validate your expertise before suggesting improvements and measure success by your wellbeing, not just platform adoption.

Value 2: Time is sacred

We recognise that time is your most precious resource. Every minute we save must be genuinely valuable, not just marketed as such.

Platform onboarding takes just 20 minutes, not 2 hours. Support responses are rapid and complete. Our updates enhance workflow, they don't disrupt it.

Value 3: Human expertise above all

Technology amplifies human judgement but never replaces it. You're the hero of every client success story, not our platform.

We provide analysis, never advice. Rankings inform your decisions, they don't make them.

Value 4: Integrity in Every Insight

The recommendations you make carry profound consequences. Our data analysis must be rigorous, transparent and above-all honest.

Data sources are transparent and verifiable, ranking methodologies are documented and any limitations are acknowledged openly.

Value 5: Relentless Simplification

Complexity is the problem, not the solution. Our purpose is to distil that complexity into clarity without losing nuance.

Four rankings, not dozens and scores from 0-100. Our interface design feels familiar immediately where every feature easily justifiable.

Value 6: Partnership not transaction

We only succeed when you succeed. This isn't a vendor-customer relationship, it's a real partnership.

Customer success is measured by your AUM growth & productivity metrics. Our support goes beyond just troubleshooting to strategic guidance.

Our Vision

The future we're building

A world where every financial professional has the time and confidence to deliver exceptional, personalised advice without sacrificing their own wellbeing.

We envision a future where:

✨ Financial advisers work sustainably – excellence doesn't demand 60-hour weeks.

✨ Clients receive truly personalised guidance – advisers have time for deep relationships.

✨ Technology serves humans – data complexity is invisible, insights are instant.

✨ The profession attracts the best talent – because the career delivers what it promises.

✨ Advisers thrive personally and professionally – they're present for clients and families alike.

And it's the future we're building, one reclaimed hour at a time.

What we're committed to

Our commitments to IFAs

We commit to:

- Respect your time as sacred.

- Provide rigorous, transparent analysis that you can trust.

- Never trying to replace your judgement, only amplifying it.

- Being honest about what we can & can’t do.

- Partnering in your long-term success.

- Listening more than we pitch.

- Measuring our success by your wellbeing & growth.

Our commitments to your clients

We commit to:

- Enabling you to be more present, prepared and proactive for them.

- Supporting thorough research that leads to more reliable recommendations.

- Contributing to a more sustainable advisory profession.

- Never encouraging speed over thoughtfulness.

To our team

We commit to:

- Building a company where empathy & excellence coexist.

- Providing meaningful work that genuinely improves lives.

- Valuing sustainable work practices.

- Creating opportunities for growth.

- Making decisions transparently.

- Building for long-term impact.

To our investors

We commit to:

- Building a sustainable, scalable business.

- Maintaining financial discipline whilst pursuing growth.

- Communicating transparently about progress and challenges.

- Creating enduring value through genuine adviser success.

What we Will NOT do

Where we draw the line

Clarity about what we won't do is just as important as clarity about our mission.

We will not:

❌ Replace human advisers – We amplify expertise, never bypassing it.

❌ Provide direct-to-consumer advice – We serve professionals, not compete with them.

❌ Compromise data integrity for speed – Accuracy matters more than instant answers.

❌ Add features that increase complexity – Every addition must simplify, not complicate.

❌ Over-promise &under-deliver – We commit only to what we can execute.

Because:

✅ Your judgement is irreplaceable.

✅ Your profession deserves respect, not disruption .

✅ Trust requires honesty about limitations.

✅ Simplicity is our competitive advantage.

✅ Your success must come before our growth.

The impact we're having

Transforming practices, one adviser at a time.

12 Hours

Average weekly time saved per adviser.

23% AUM Growth

Average year-over-year growth among active users.

98% Retention

Advisers who start with us, stay with us

2.6M Hours

Target hours reclaimed annually by 2027

Testimonial section:

"I gained back an entire day each week. That time goes straight into client meetings, and my AUM has grown 23% as a result. Wealth Analytica didn't change how I work, it gave me back the time to do it brilliantly."

**— James Mitchell, IFA, 15 years experience, £180M AUM**

**Quote 2:**

> "I leave the office at 5:30 PM now. I'm present at my daughter's football matches. And ironically, my clients are more satisfied because when we meet, I'm fully present. The research is done."

**— Sarah Thompson, IFA, £120M AUM, 180 clients**

Join us

Be part of the movement

We're building more than just software. We're building a better way for financial professionals to practice their craft sustainably, effectively and humanely.

By reclaiming time, relationships deepen and practices transform.

If our approach resonates with you, we'd love to partner in your success.

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No credit card required. See our platform in action with your own portfolio analysis.

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Or book a demo

Spend just 15 minutes with our team and we’ll show you exactly how research changes & what that means for your practice.

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Questions?

We're here to help. Speak with a real human who understands your world.