WealthR Partners launches in 2027. We're getting the compliance and data-protection foundations right first. Founding firms get the Practice tier at the Starter price, for life. Join the founding waitlist →
Model a client's whole financial life — live, in the meeting.
The cockpit is your deep workspace. Open any client and watch their net worth, retirement forecast, FIRE funding and inheritance-tax position recompute in real time — every figure from one proven UK planning engine, never a static screenshot or a number you re-keyed. White-labelled to your firm.
Built and running today. It works on the same client record as the portal — so what you model is what your client sees — and it sits on top of the back-office, custody and CRM you already run.
Live now · Real / Imagine modes · Scenarios save & compare · One-click client-safe Present mode · Branded in your firm's colours
What the cockpit is
Not just a portal. A modelling workspace.
A clean, sortable client book opens any client into a deep, branded cockpit. Every number is computed live by the same engine that powers our consumer app — so there is nothing to fake, and nothing to re-key from another system.
Client book
Your whole book, sortable and searchable. Open a client in a click; figures load live. Hide them in a heartbeat for a meeting.
Overview
Net worth, retirement age, FIRE funding and estimated IHT at a glance, with a live wealth trajectory and every holding listed.
Forecast
The multi-decade picture: accumulate then draw down, with a retirement marker and a clear read on how long the pot lasts.
Scenarios
Save named what-ifs and compare them side by side — every figure recomputed by the engine, the differences highlighted.
Explore without breaking anything
Real and Imagine. One login.
In Real you see the client's true plan. Flip to Imagine and explore freely — drag the retirement age, add £200 a month, raise the growth assumption — and watch the forecast and FIRE funding move instantly. Nothing touches the record until you choose to promote a decision, and an unsaved-changes safety layer shows you exactly what changed, field by field, before anything is saved. No accidental edits, no nasty surprises.
Save & compare
Two futures, side by side.
Save any what-if as a named scenario, then line them up in one table — retirement age, FIRE number, funded percentage, projected net worth at retirement and estimated IHT — each one recomputed by the engine, with the differences from the real plan flagged. The "retire two years earlier versus save a bit more" conversation, costed in seconds, in front of the client.
Built to be shown
A client-safe view, in one click.
Present mode strips the adviser furniture — your private notes, the firm and book navigation — leaving a clean, branded view of the client's plan, forecast and scenarios. Turn the screen around in a meeting with total confidence that nothing private is on show.
Where it sits
On top of your stack — never in place of it.
The cockpit is the client-facing and modelling layer. Your platform, custody, CRM and compliance workflow stay exactly where they are; WealthR adds the experience, not another system of record. The quick "update" lane keeps balances and notes current in seconds — and links straight into the cockpit when you want to go deeper.
Why it matters
Thin portals can't model. Heavyweight back-offices can't do this affordably.
Most client portals are read-only windows. Most planning tools live behind a separate, expensive login and never reach the client. The cockpit is one branded surface where you model, decide and present — on the same record the client already trusts — included in every Partners tier.
Questions
What firms ask before they join the waitlist.
When can I sign up?
Partner sign-up opens with the WealthR Partners launch in 2027 — we are getting the compliance and data-protection foundations right first. The cockpit is built and running today, and the founding waitlist is open now: ten founding places, each getting the Practice tier at the Starter price, for life.
What is WealthR Partners?
WealthR Partners is the WealthR app under your firm's brand with you inside it as the adviser, plus this cockpit as your dashboard. Today it is a white-labelled client portal that sits above your existing back-office, custody and CRM. Your clients see a beautifully designed financial life dashboard — net worth, pensions, portfolio, goals, retirement projections — under your firm's brand. You keep the regulated stack you already have. We modernise the client experience layer.
Does WealthR replace my CRM or back-office?
No. WealthR is deliberately positioned above your regulated infrastructure, not in place of it. Keep Intelliflo, Iress, FNZ, your platform of choice and your custody arrangements. WealthR is the modern client-facing experience layer your clients log into, with integrations into your existing data sources where they exist.
How is WealthR different from Intelliflo, Iress, FNZ or Moneyinfo?
Most UK adviser tech was built for advisers — not clients. WealthR is built client-first: the dashboard your clients see was designed for the consumer self-directed experience and then white-labelled for advice firms. The result is a portal that feels modern, fast and confidence-building, not a tool that looks frozen in 2014. We don't compete with back-office systems; we sit on top of them.
Can advisers white-label WealthR with their own branding and domain?
Yes. The platform separates the core engine, feature modules, and presentation layer so partners can configure their own logo, colours, domain, navigation and per-client permissions. Custom development is deliberately limited — you configure WealthR rather than rebuilding it — which keeps deployments fast and costs predictable.
What about Consumer Duty and ongoing client value evidence?
WealthR gives advice firms tangible evidence of ongoing value: a live dashboard clients can log into between annual reviews, clear progress against goals, review summaries, action plans, and an engagement record of every client touchpoint. Under Consumer Duty, demonstrating clear, continuous client value matters more than ever — a portal frozen in 2014 makes that hard. A modern client experience makes it easy.
I'm a breakaway adviser setting up a new firm — is WealthR a fit?
Yes — breakaway advisers are exactly who WealthR is built for. There's no legacy portal to rip out and no data to migrate. When partner sign-up opens with the 2027 launch you create your firm, set your branding, and your clients get a modern branded portal at wealthr.co.uk/firm/yourfirm from day one.
Is WealthR available outside the UK?
No — WealthR is UK-only today, deliberately. The tax engine, ISA/SIPP logic and wrapper handling are deeply UK-specific, and serving independent UK firms brilliantly is the whole strategy right now.
How do data protection and FCA compliance work?
WealthR is GDPR-compliant by design. Client data is encrypted in transit and at rest. WealthR does not access client bank accounts via Open Banking — manual entry by design — which simplifies the compliance footprint. WealthR is a planning aid and client experience layer, not a regulated financial adviser; FCA-regulated activities remain with your firm.
How long does implementation take?
Once sign-up opens, the same day. It's self-serve: create your firm, set your branding and add clients — there's nothing to install and no onboarding queue. Partner sign-up opens with the 2027 launch, and the founding waitlist is open in the meantime.
How does pricing work?
Published, per firm, monthly: Starter £89 a month for up to 25 clients, Practice £249 for up to 100 with your branding, Firm £549 for up to 400 with branded sign-in. Team logins are unlimited above Starter and every feature is in every tier. Full detail at wealthr.co.uk/partners. Firm-wide, with a free trial, no setup fee and no long contract — you subscribe and manage seats yourself inside the dashboard. Partner sign-up opens with the 2027 launch, and founding firms get the Practice tier at the Starter price for life.
What does the adviser side actually do day-to-day?
You get an adviser dashboard with a client book. Each client logs into their own branded portal and can update their own figures; those updates land in your notification centre as pending, you approve them in one click, and they write back to the client's plan and portal with a dated audit note. An engagement centre shows which clients are engaged, cooling or at risk. You can publish review summaries and email them to clients, invite teammates with roles, and every action is logged. Your firm gets its own branded sign-in at wealthr.co.uk/firm/yourfirm.
See the cockpit on your own brand.
The cockpit is built and running today — but partner sign-up opens with the launch in 2027. Join the founding waitlist for one of ten founding places (Practice tier at the Starter price, for life).