WAy to simple, scalable pricing

Wealth Analytica core modules (£149.99 / user / month)

• Dashboard: Pipeline funnel, KPIs, conversion metrics, priority actions and recent activity.
• Client Management: Client database, pipeline stages (Lead → Proposal), integrated CRM with messaging.
• Portfolio Reports: Branded A4 PDF reports with wizard: cover, charts, holdings, factsheets and email delivery.
• Portfolio Builder: Build client portfolios with asset search, mixed pound/percent entry and automatic performance calculations.
• Watchlists: Track and compare assets with performance charts, index/category/sector overlays.
• Asset Analytics: Screen 268,000+ global assets by performance, risk, style and key metrics.
• Compliance Tracker: Full FCA audit trail: every action logged and exportable for regulatory review.
• Fund Factsheets: Auto-generated PDF factsheets for funds and equities powered by Morningstar.
• XBRL Filings: SEC EDGAR and EU regulatory filings for 15,000+ equities.
• White-Label Branding: Company logo and colours across reports, factsheets and client portal.
• Secure passkey login: Passwordless passkey sign-in (Face ID, Touch ID or device PIN) with email-code fallback and 2FA.
• Referral Programme: Invite IFA contacts and earn £200 credit per annual subscriber.

Optional extras

• Task Management: Task tracking across clients with assignments, priorities and progress.
• Docs and Forms: Digital fact find, letters of authority, risk assessments and document templates.
• Client Portal: Branded client-facing portal — documents, forms, portfolios, tasks and secure messaging in one secure space.
• Secure Messaging: Encrypted client communications portal with read receipts.
• WealthListen: AI fact-finding transcription — records the client meeting, extracts structured data, and auto-fills your fact-find forms.
• WealthReport: Parses LoA documents and auto-drafts FCA-aligned suitability reports and annual reviews from your client data.

Tools Wealth Analytica replaces

• FE Analytics: Fund research, screening and analytics (£275/mo per user per month).
• Defaqto Engage: Risk profiling and fund research (£110/mo per user per month).
• Xplan (Iress): Advice platform, portfolio, compliance (£175/mo per user per month).
• Salesforce CRM: Enterprise CRM (£140/mo per user per month).
• Morningstar Advisor: Fund research and analytics (£292/mo per user per month).
• FactSet: Enterprise financial data terminal (£333/mo per user per month).

Wealth Analytica costs £149.99 per user per month, with every core module included and no per-feature charges. Optional extras shown above can be added to your plan — some are available now and others are in active development.