Your firm's client portal, adviser workspace and planning Cockpit — in one.

Client experience hasn't kept up.

The UK has world-class regulated infrastructure — and a client-facing experience that often hasn't materially changed in a decade. That gap is now a Consumer Duty problem, a retention problem, and a generational problem (your clients' children won't tolerate it).

One place. Not twelve.

When we ask working UK advisers what would actually make their week easier, the answer is almost identical: "Having everything in one place. We have loads of different platforms that do different things." WealthR is built around that one sentence. We don't replace your regulated stack — but the client-facing experience and the day-to-day planning work consolidate into a single, branded, beautifully designed surface.

What WealthR doesn't replace: your CRM (Salesforce, Intelliflo, Plannr, Curo), your custody and platform arrangements, your suitability report writer (Genovo), and your business-submission stack (Origo, Bravura, platform-direct). Those are your regulated stack and they stay where they are. What it does replace: the half-dozen client-facing and planning tools that have grown up around the regulated stack and never quite cohered — Voyant or Cashcalc for cashflow, a separate fund-research view, a fragmented existing client portal, ad-hoc Excel for tax/CGT planning, Word templates for review prep, a separate document-sharing tool for sending review packs — and the manual stitching together of all of those for every annual review.

Product names above (Salesforce, Intelliflo, Plannr, Voyant, Cashcalc, FE Analytics, Defaqto, Genovo, Origo, Moneyinfo, DocuSign, Virtual Cabinet etc.) are trademarks of their respective owners and are listed only as common examples of the typical UK adviser stack. WealthR is not affiliated with any of them.

Breakaway advisers: the one moment you get to choose your own stack.

Leaving a network or a national firm means leaving their technology behind — and that's an advantage, not a loss. You have no legacy portal to rip out, no data to migrate, no committee to convince. Most firms inherit their client experience; you get to pick yours on day one, at a price that fits a firm whose revenue hasn't caught up with its ambition yet.

Not just a portal. A workspace that closes the loop.

Most "client portals" are read-only — a place clients glance at numbers an adviser typed in months ago. WealthR is two-way. Your client keeps their own plan alive, and every change routes through you before it counts. You stay in control; the data stays current; you get a dated record of who changed what.

Around that loop sits everything you need to run the book:

The adviser workspace, screen by screen.

Everything below is live in the product today — the same software your firm signs into. No mock-ups, no "coming soon". Here's what your day actually looks like.

One core engine. Configured for your firm.

WealthR is built platform-first — a shared core engine with modular features, a configurable presentation layer, and a firm admin layer. The same architecture that runs our consumer app runs every firm's deployment. No bespoke rebuilds. No "we'll have to start from scratch."

WealthR for Advisers. That's it — deliberately.

We do one thing: the branded client portal, adviser workspace and planning cockpit for independent UK advice firms. No tier maze, no "contact sales to find out the price", no enterprise edition hiding the good features. Every firm gets the whole product.

Built for independent UK firms. Nobody else.

UK-only, by design — the tax engine, ISA/SIPP logic and wrapper handling are deeply UK-specific. That narrowness is the point: we'd rather be the obvious choice for one kind of firm than an option for every kind.

We'd rather be brilliant for the right firms than mediocre for everyone.

We've intentionally narrowed who WealthR serves. Below is who we're built for, and who we're not — because the wrong fit wastes everyone's time.

Four things hard to copy.

"We have calculators" isn't a moat — they're replicable. What's harder to replicate is the combination of design taste, deep UK specificity, a B2C distribution flywheel that doubles as product research, and a modular platform architecture that gets cheaper with every deployment.

We don't replace your back-office. We modernise the client layer.

The UK is well-served at the back-office and platform layer — Intelliflo, Iress, FNZ, Plannr, Salesforce. WealthR doesn't compete with any of it. Where independent firms lose is the client-facing layer: the portal clients log into, the dashboard their adult children see, and the ongoing-value evidence Consumer Duty now demands. That's the gap we fill — you keep everything else.

Honest fit: if you're a restricted adviser in a network (SJP, Quilter, Openwork, True Potential, Tenet), your network provides your stack — we're not for you. And if you're a large firm already running a custom client app on Salesforce, we'd overlap too much. WealthR earns its keep in between: independent firms without a network's tech budget or an internal product team.

Why teams choose WealthR over building internally.

Most independent UK firms eventually face the same choice: build a modern client portal in-house, stitch together spreadsheets and PDFs, or buy a configurable platform. Here's an honest read of the three options.

Cost ranges are illustrative based on typical UK enterprise build estimates. Configuration model deliberately mirrors how Stripe, Shopify and Vercel sell — buy the platform, customise the surface, never rebuild the engine.

Everything you see here is already running.

Real reviews — from the product this is built on.

These are verified Trustpilot reviews of the WealthR consumer app — the same core engine your firm's deployment runs on. The adviser product is newer, and we're still signing our founding firms, so we won't dress these up as advice-firm endorsements. What they do show: a real, claimed company, a product users rate five stars, and a builder who ships fixes and requested features in days. See all reviews on Trustpilot →

£69 per seat / month. Unlimited client records.

One product, one published price. No "request a quote", no setup fee, no long contract. £69 per adviser seat per month — or £690 a year, two months free — with unlimited client records on every seat and 50 active client portals per seat included. Import your whole book free; a portal only counts when a client switches theirs on, and extra capacity is £25/mo per 50, firm-wide. Invite a colleague, that's a second seat. Founding firms who join the waitlist now lock in £49 a seat for life, ahead of general availability in April 2027. Founding firms lock in £49 a seat for life.

"But the established tools are properly vetted."

It's the most honest objection a Compliance Officer will raise — and it deserves an honest answer. Three things to understand before evaluating WealthR against incumbents like Voyant, Cashcalc, Genovo or Intelliflo Connect.

What WealthR provides for your due-diligence pack

Your first month: we set it up together.

WealthR is self-serve — but the first firms won't be doing it alone. Throughout your free-trial month you get 1-to-1 support directly from the founder to get everything right: branding, your first clients, portal invites, the way your reviews flow. Getting the early firms right matters more to us than scale right now — and it shows in how much attention you get.

Partner FAQ.