Frequently asked questions.

You're up and running in minutes. Discovery call and integration on our end, secure migration from your existing systems (we handle that, not you), a one-hour team training, and hands-on go-live support. You dedicate 1–2 hours total. Timeline depends on your data complexity, but you're not waiting weeks.

No. We migrate your existing data securely. We can import from Excel/CSV exports, direct platform integrations (API), and legacy system exports, even from systems you think are ancient.

Average migration time: 2–3 days for most practices. Longest we’ve ever taken: 5 days (firm had 25 years of legacy data across 8 different historical systems).

If you can use a web browser, you can use Wealth Analytica.

Training structure: Core platform (1 hour, covers 90% of daily usage), Advanced features (1 hour, portfolio modelling and custom reporting), and ongoing support whenever you need it.

Real adoption timeline: Day 1, basic fact-finds and client reviews. Week 1, comfortable with daily workflows. Week 2, exploring advanced features. Month 1, second nature. Senior advisers who’ve used the same process for 20 years need about a week longer to adjust. It’s not difficulty. It’s habit change.

You get dedicated support, real humans, UK-based, who understand IFA workflows.

• Email support: for general questions and ongoing-account queries.
• Live feedback ticket support with screen capture: raise a ticket from inside the platform and your current screen state is attached automatically, so we see exactly what you’re seeing.
• Account manager: dedicated contact for strategic guidance.

We’re not reading from scripts. We’re actually solving your problems.

Fair scepticism. Here’s what that means in practice.

Before Wealth Analytica (traditional research): log into your research platform, pull fund data, export to Excel for comparisons, check sector performance, review costs, cross-reference ESG, pull risk metrics, build narrative. ~2 hours per client review.

With Wealth Analytica: select client portfolio, click “Portfolio Analysis”, system generates performance, peer comparisons, costs, risk, ESG, sector exposures contextualised, review (10 min), customise (10 min). ~20 minutes per client review.

The 80% saving is arithmetic, not marketing. We automate data gathering and comparative analysis. You still apply professional judgement.

Both. We support multiple investment approaches:

• DIY fund selection: full fund universe analytics.
• MPS / DFM portfolios: performance tracking, rebalancing alerts, style drift monitoring.
• Hybrid approaches: some DFM, some bespoke funds.
• Direct equity holdings: stock-level analysis for UK, US and European equities.
• Alternative investments: ETFs (UK / US / European) and UK Investment Trusts.

We take security as seriously as you do.

• Encryption: AES-256 at rest, TLS 1.3 in transit.
• Hosting: UK-based servers (London region) with full GDPR compliance.
• Access controls: MFA on every named login, role-based permissions, IP whitelisting available.
• Audit logging: complete trail of every data access and system action.
• Backups: daily encrypted backups with 30-day retention.
• Disaster recovery: 4-hour RTO, 1-hour RPO.

You own your data. Always.

You can export everything at any time (not just if you leave). Standard formats: CSV, Excel, PDF. Complete data portability, no lock-in.

If you leave: request a data export, we provide the complete dataset within 48 hours. Your account remains accessible (read-only) for 30 days post-cancellation, then we permanently delete your data 90 days after cancellation (or sooner if requested).

Wealth Analytica is priced simply: £149.99 per user per month. No bands by AUM, no minimum team size, no per-client charges, unlimited clients per user. Bill monthly with no commitment, or annually for two months free.

Who counts as a user: any named login with 2FA. Advisers, Paraplanners, Portfolio Managers, Administrators.

Volume: teams of 10+ qualify for custom pricing.

For the full feature breakdown and a side-by-side cost-of-ownership comparison against the alternative, more expensive platforms WA replaces or enhances inside one workflow, see the pricing page.

Let’s do the maths honestly.

Time savings (conservative): 8 hours/week reclaimed per adviser x £150/hour billable rate x 48 working weeks = ~£57,600/year of value per adviser. Even discounting heavily for “not all reclaimed time becomes billable”, a realistic 30–40% conversion still yields £17–23k of additional capacity per adviser per year.

Platform cost (solo adviser): £149.99/month = £1,799.88/year. Conservative ROI: roughly 10:1. Best-case (full conversion): roughly 32:1.

Payback period: first month, if you take on even one additional small client with the reclaimed capacity.

Intangibles: not missing your kid’s school play. Not working until 10 PM on Wednesdays. Hard to price, but it matters.

No. We hate hidden fees as much as you do.

Included in the per-user price: all platform features, all integrations, unlimited data usage, unlimited client records, implementation, training, ongoing support, platform updates and new features.

Things that don’t cost extra: adding client records (some platforms charge per client; we don’t), running reports, API calls, data syncs, training sessions for new hires, support tickets, all unlimited.

The only additional costs: custom development if you need workflows built just for you (rare), or on-site training if you want us physically present (most firms don’t need it).

Yes. 7-day free trial, no credit card required.

Trial includes: full platform access (not a limited demo), import of sample client data to test real workflows, full implementation support, a training session, and access to support during trial.

No credit card means: you can’t accidentally get charged. When the trial ends, the platform just stops working. You affirmatively choose to become a paying customer. We don’t auto-convert you.

If it’s not right: cancel any time, export your data, no questions asked. Our trial-to-paid conversion is around 73%. The 27% who don’t usually say “timing isn’t right” rather than “the platform doesn’t work.”

Probably yes, but let’s be honest. If you’re already on a modern custodian platform, have strong operational processes, are using tech effectively and aren’t drowning in admin, you’ll likely see 4–6 hours/week saved rather than 8–12.

Even efficient firms still spend time on: research and analytics (manually compiling data), compliance documentation (templates still need work), client communication and portal access (reduces inbound calls), and team coordination (shared workflows eliminate duplicated effort).

Try the trial. If you’re not seeing meaningful time savings after a week, it’s probably not a good fit.

We ship major updates quarterly, minor improvements weekly.

Currently in development (next 6 months):

• AI-powered client communication drafting (meeting summaries, follow-up emails).
• Mobile client portal (iOS + Android) with portfolio access and document signing.
• Suitability automation engine (FCA-aligned templates with audit trail).
• White-label adviser report builder with branded PDF exports.

You can request features any time. We publish a public changelog so you can see what shipped.