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.
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.
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.
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.
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.
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.
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 the £69 per seat, with unlimited client records.
See the cockpit on your own brand.
The cockpit is built and running today — but partner sign-up opens with general availability in April 2027. Join the founding waitlist to lock in £49/seat for life and early access, or book a walkthrough to see it on your own brand first.