Wealth Analytica is a single platform that runs the work an IFA firm actually does — capturing the lead, gathering the fact-find, assessing risk, pulling the letter of authority, analysing the portfolio against the universe of 350,000+ assets, and producing the proposal. Live Morningstar data means the analytics are real, not yesterday's snapshot. Pricing is £149.99 per user per month, every module included.
The platform was built because the existing answer for a mid-sized UK IFA firm — buy a CRM, buy an analytics tool, buy a research tool, buy a planning tool, buy a proposal tool, and stitch them with paraplanner labour — is the most expensive workflow in the industry. We call it the fragmentation tax. Eight to twelve hours a week per adviser, spent rekeying data your firm already owns.
You don't pay the fragmentation tax with Wealth Analytica because every pipeline stage shares the same client record and the same Morningstar feed. One screen the paraplanner uses. One screen the adviser sits with the client in front of.
Lead capture
An embeddable form, attribution captured at source, and a one-click hand-off into the fact-find. New enquiries land as structured client shells, not inbox lines you forget by Thursday.
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Digital fact-find
Pre-populated from your existing client data. Your paraplanner stops retyping client details across three systems and starts producing finished work.
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Risk assessment
Attitude to risk and capacity for loss captured in one defensible workflow, scored against your firm's CIP, and feeding the suitability narrative without a spreadsheet in sight.
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Letter of authority
LoA generated from the fact-find, e-signed in two clicks, chase tracked across every provider until the data lands. The four-week LoA limbo gets a status bar.
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GDPR & data management
UK GDPR and DPA 2018 obligations baked into the client lifecycle — consent capture, retention scheduling, DSAR workflow. No second tool, no quarterly compliance project.
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Portfolio analysis
Live Morningstar data on 350,000+ assets. Look-through fund holdings so allocation reflects real positions, not style boxes.
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Proposal builder
The end of the pipeline. Branded client reports rendered from live data at the moment of generation, e-signed, dropped straight onto the file.
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Integrations
A live Morningstar data feed plus a CSV / REST import path for your client data. The spine that takes the data you already pay for and threads it through every stage of your work.
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Who the platform is for
Mid-sized UK IFA firms with one to fifty RIs are the firms we're built for. Sole-traders use it. Wealth managers running larger books use it. But the centre of gravity is the firm with three to twenty advisers, a paraplanner or two, an operations lead, and a tech stack that's grown by accident over five years. That firm gains the most by collapsing the stack into a single pipeline.
What sits behind the analytics
Every analytic in the platform — performance, risk, attribution, asset allocation — is built from primary data sources we name. Morningstar for funds, OEICs, investment trusts, ETFs and single equities. Client holdings from your existing portfolio records (CSV or REST import). FCA, ONS and HMRC for the regulatory and economic data. There's a full methodology page for anyone who wants to see how each number is built.
Where this fits with FE, Voyant and the others
Most firms reading this page already pay for FE Analytics, FE fundinfo or Morningstar Adviser Workstation. Wealth Analytica is built to replace those tools — and the CRM, and the proposal-builder, and the spreadsheet your paraplanner keeps "to fix what the others miss".