WealthR Partners · for independent UK advice firms · launching 2027
The app your clients keep using. With your name on it.
WealthR is a financial planning app people pay for and open every month. Partners puts it under your firm’s brand, with you inside it as the adviser: you set up each client’s plan, choose what they see, and watch it move between reviews. Cashflow planning and a client portal in one, for less than half of what the two usually cost together. We haven’t found anyone else in the UK doing it this way.
Launching 2027 · ten founding places. Founding firms get the Practice tier at the Starter price for as long as they stay: £1,920 a year less at today’s prices. I set them up personally.
For
Independent UK advice firms, 1 to 20 advisersAdvisers leaving a network to start their own firmParaplanner-led practices
The product, as it runs today
Two layers. One app. Not a mock-up.
Every client gets the presentation layer by default: your brand, your notes, their plan in plain English. Underneath it sits the full WealthR product, forecasts, scenarios and tax, switched on per client for the ones who want to go deeper. Both run today. These are screenshots, not designs.
Layer one · what every client sees
The presentation layer, under the firm’s brand, as it runs today for firms in trial: the client’s living plan kept up to date by the adviser, with goals, the trend, what changed, your notes and a button to book the review. On a phone this is the whole app unless you open more.
Layer two · the depth underneath, per client
The full product for clients who want it: cashflow and retirement modelling with a sequence-of-returns stress test, scenarios, tax and estate planning. You choose which sections a client can open, and when.
Figures shown are illustrative accounts, not a client’s data.
What your clients get
A plan that’s alive between reviews.
Most advice software is used by the adviser in a meeting and never seen again. This is the other way round. The client has the app. You’re in it.
Their own app, your brand
Logo, colours and sign-in under your name. The presentation layer by default: the plan, your notes, the next review. The full product underneath for clients you switch it on for. Face ID, no ads.
You set it up and steer it
Open any client’s plan as their adviser. Pre-fill from the fact find, set the goals, choose what they see, and agree how often figures get updated and by whom. Reminders go out under your brand.
Review prep, drafted for you
One page per client before each review: what moved, what drifted, what to raise. Plus an auditable record of agreed check-ins, client updates and engagement, ready for your firm’s own Consumer Duty evidence.
Budget changes, the day they land
WealthR Live tracks every UK tax and pension change. When a Budget moves a number, your clients’ plans reflect it before your phone starts ringing.
Where it fits
It replaces two tools. It leaves the rest alone.
WealthR takes the place of your cashflow modelling tool and your client portal. Your CRM, platform and custody stay exactly where they are. So the price is instead of that spend, not on top of everything.
Stays
Your CRM, platform and custody
The system of record. Suitability, submissions, fees and holdings live here, as they do now.
WealthR
The plan and the client experience
Cashflow and retirement modelling, scenarios, the diary, review prep and the app your client opens. This is what your cashflow tool and portal did, in one place.
Sees
Your client
One app, your brand, their figures, your notes. Nothing else from the stack is exposed to them.
How it works
Three steps. No IT project.
01
Invite a client
They open a secure invitation under your brand, then protect their plan with a password or Face ID.
02
Set their view and cadence
Pick the sections, set the goals, agree how often figures get updated and by whom. Two minutes per client, or a firm-wide default.
03
Watch it move
Your dashboard shows every client at a glance: net worth moved, month not logged, review due, goal drifted. One click opens them.
Pricing
Prices on the page. Three tiers. Nothing to add on.
Priced per firm, not per adviser, so your paraplanner and your admin get a login without a conversation about seats. Clients are pooled across the firm. Monthly, cancel any time, and every feature is in every tier.
Starter · £89 / month
Up to 25 clients. Three team logins. The full client app and adviser dashboard.
Practice · £249 / month
Up to 100 clients. Unlimited team. Your logo and colours on every screen. The founding-firm tier.
Firm · £549 / month
Up to 400 clients. Multi-office. Branded sign-in at your own domain. Beyond 400, about 80p per client per month.
For scale: a three-adviser firm typically pays several thousand pounds a year for cashflow software plus a client portal that don’t talk to each other. Practice is under £3,000 a year, all in, and it is the app the client opens. Founding firms get Practice at the Starter price for as long as they stay: £1,920 a year less at today’s prices. Ten places.
WealthR is software, not advice, and it isn’t FCA-authorised. You’re the adviser; the app is where your advice lives between meetings. It sits above your platform, custody and CRM and replaces none of them. Client data is private by default: your access is delegated by the client, time-limited and logged, the same rule we apply to ourselves. The security page has the detail, and the due-diligence pack is ready for your compliance officer.
We’re a newer vendor than the names you know. In exchange you get a product built in 2026 rather than 2005, a founder who answers his own email, and a price list you can read.
Frequently asked
Straight answers.
Is this the same app my clients could buy themselves?
Yes, and that’s the point. It’s the consumer WealthR app under your brand with you set up as the adviser inside it. Your clients get a product people already pay for and open every month. You get to see it and steer it.
What does a client actually see?
Two layers. By default, the presentation layer: your logo and colours, their plan in plain English, your notes and the next review. Underneath, the full WealthR product, with forecasts, scenarios, tax and estate planning, which you switch on per client when they want to go deeper. “Powered by WealthR” sits small on the sign-in page.
My clients won’t update figures every month.
They don’t have to. You agree a cadence per client: monthly, quarterly, or review-driven where your annual review writes the update. Between real entries the app estimates, and says so. Reminders go out under your brand, and the dashboard flags anyone whose figures are older than agreed.
Does it replace my back-office or CRM?
No. Keep your platform, custody and CRM. WealthR is the client-facing layer above them.
How does this help with Consumer Duty?
WealthR keeps an auditable record of the check-ins you agreed with each client, whether they happened, what the client updated and what they read. That record goes into your review pack. The judgement about ongoing value stays with your firm, as it should; WealthR gives you the evidence to make it.
Where is client data stored?
In an encrypted Postgres database on Supabase’s EU region, with row-level security so one account can never read another’s, even through a bug. No bank linking, so there are no bank credentials anywhere. Adviser access is delegated by the client, time-limited and logged. The security page lists every processor and what each one sees.
What happens to our clients’ data if we leave?
Your clients keep their accounts and their data; the firm’s branding and access come off. You can export your firm’s records before you go, and you can ask us to delete them. Nobody is held hostage by their own plan.
Who is the data controller, and is there a DPA?
Your firm is the controller for your clients’ data; WealthR Ltd is your processor and handles it only on your documented instructions, under a Data Processing Agreement you sign at onboarding. It covers our security measures, breach notification, the sub-processors we use and what happens to the data when you leave. Today those sub-processors are Supabase (EU-hosted database and storage), Render and Cloudflare (hosting and delivery), Resend (email) and Stripe (billing). Anthropic appears on our security page as operations tooling for our own correspondence; it never sees client financial records. We never use client data for our own purposes, for advertising, or to train AI models. UK GDPR applies throughout, and a client’s rights requests come to you as controller, with us supporting your response. A copy of the DPA is available now from partners@wealthr.co.uk.
What are you doing on compliance before the 2027 launch?
The things a firm’s compliance function will ask for, done before the first founding firm goes live, not after. A compliance solicitor on the regulatory perimeter, so what the app stores (adviser notes, agreed actions, prepared projections) is settled before it is built, and the software-not-advice line is documented rather than assumed. An independent review of the multi-firm isolation and a penetration test before public launch. The DPA, firm terms and sub-processor list signable at onboarding, with security questionnaire answers and a trust pack published and sized to drop into your SYSC 8 vendor records. Firm data export and deletion, including client offboarding when a firm leaves. Professional indemnity and cyber insurance. And a one-page note on how the ongoing-value record supports Consumer Duty. Founding firms see each of these land as they are done. If your compliance function needs something that is not on this list, tell us and it goes on it.
Can WealthR import from our existing systems?
Spreadsheet import is live today for a client’s holdings and history, and we help founding firms load their first clients on a call. Direct imports from cashflow tools are on the list for launch; tell us which one you use.
Is there a contract?
No. Monthly, cancel any time, prices on this page. No setup fee, no modules.
I’m leaving a network to start my own firm. Is this for me?
Especially. It’s the one moment you choose your own stack, and a branded client app on day one is the cheapest way to look like you’ve been going for years.
Founding waitlist · launching 2027
Be one of ten founding firms.
Practice tier at the Starter price for as long as you stay, which is £1,920 a year less at today’s prices, onboarding with me personally, and a say in what ships first. I’ll email you as founding onboarding opens. Nothing else, no newsletter.
Practice tier at the Starter price for as long as you stay: £1,920 a year less at today’s prices. Onboarding with me personally, and a say in what ships first. When the ten are taken, that offer closes.
