Bring your client’s financial picture into one adviser-led planning workspace. Review entered facts and planning assumptions alongside calculated projections, with journal workings and report explanations where available. You assess the inputs, discuss the alternatives and remain responsible for the advice.
Input visibility varies by figure and view. A calculated output is not an independently verified fact, and projections are not guaranteed.
Explore the workflow before evaluating it for your practice. The walkthrough uses illustrative examples, not real client results.
Explore example screens for reviewing client information, calculated projections and reports. Screenshots use modelled data and are not evidence of results achieved by a client.
Review year-by-year profit and loss, cash flow and balance sheet statements from a modelled plan.
Illustrative views for explaining a modelled plan. Outcomes depend on the information and assumptions used.
Discuss the projected net worth path across the assets and liabilities recorded in the plan.
Use the web platform when preparing a plan or reviewing it with a client.
Phone view
Tablet view
Pricing view
Use browser layouts designed for different screen sizes.
Open the web platform without installing an app.
Return to saved planning information for your next review.
Review how Wealth365 handles access and protects information.
Review connected planning areas in one model, with inputs and assumptions checked by the adviser.
Evaluate how Wealth365 fits your client book, review process and reporting needs.
Plan access around the advisers in your firm, with pricing per adviser seat rather than a consumer subscription.
Keep client records, planning work and practice activity together, with CRM and case-management tools to support your workflow.
Prepare reports from the client’s modelled plan. Review the figures, assumptions and explanations before sharing them.
Use reports, recorded notes and plan history to support your firm’s file. These tools do not provide regulatory approval, guarantee a complete compliance file or establish suitability.
Compare changes you choose to explore with your client. You review the assumptions and results; Wealth365 does not recommend a product or course of action.
Review the recorded facts.
Check what the model assumes.
Discuss estimates, not promises.
Keep advice and suitability with the adviser.
Explore the calculations and reporting tools available within the adviser platform. Review applicability, inputs and assumptions for each client.
Model recorded pension holdings, contributions, growth assumptions and fees.
Review the State Pension information and assumptions used in a client’s projection.
Explore the modelled tax effects of selected ISA, pension and investment-account inputs.
Include recorded property, rent and mortgage information in the client model.
Compare adviser-selected assumptions side by side for discussion.
Explore a range of simulated outcomes, not a forecast or guarantee.
Review modelled stress impacts alongside the client’s circumstances and your assessment.
Explore modelled protection needs for further adviser assessment.
Review modelled estate and gifting effects under the supported rules and assumptions.
Inspect modelled tax liabilities and the information used in the calculation.
Compare the modelled effects of selected withdrawal orders without treating the result as a recommendation.
Include school or university expenditure and review the inflation assumptions.
Select report sections and prepare exports for adviser review.
Review available holdings data and check its relevance and currency before use.
Review projected statements alongside the available journal detail. Keep entered information, assumptions and calculated results distinct in the client conversation.
Review projected profit and loss, cash flow and balance sheets over the modelled period.
Examine modelled income, spending and net cash movement month by month.
Inspect the entries behind supported projection figures. Report-only explanations and journal drilldowns are different views; neither should be taken as proof that an input has been independently verified.
Explore how a small set of assumptions affects an accumulation illustration. This is not the client’s full plan or a recommendation.
This is a simplified accumulation illustration assuming constant growth with no fees, tax, or inflation adjustment. The 4% income figure is a rule-of-thumb heuristic, not a guarantee; withdrawals and post-retirement pot depletion are not modelled. Projections are not guaranteed; the value of investments can fall as well as rise. Review a full client projection separately.
Assess Wealth365’s information-handling and access controls as part of your firm’s due diligence.
Encryption is used for sensitive stored fields.
Passwords are stored as hashes, not plaintext.
Controls help protect authenticated requests.
Login and request controls help limit misuse.
Session controls support account protection.
Review payment arrangements alongside the subscription terms.
Choose a change, review the assumptions and discuss the modelled difference. A comparison is not a software recommendation.
Compare the projected effect of changing retirement timing.
Explore selected stress assumptions and their modelled effects.
Review the assumed income, costs, borrowing and tax effects.
Compare contributions and relevant tax assumptions for adviser assessment.
Review the effect on projected spending and purchasing power.
Discuss alternative spending assumptions and their effect on the plan.
Explore modelled client situations and practice workflows. These are not real clients or practices. Financial projections and illustrative practice details are different kinds of information, not evidence of outcomes achieved.
We publish only approved feedback from real users. Fictional worked examples are not testimonials.
Join the Adviser WaitlistExplore the demo, review adviser-seat pricing and consider how the workflow fits your firm. If you are considering a pilot, use the existing adviser access route to express interest; availability is subject to the current access process.
Adviser Seat: £129 per adviser seat per month + VAT, or £1,290 per adviser seat per year + VAT, billed annually. Annual billing costs the equivalent of ten monthly payments — two months free compared with monthly billing.
See what an adviser can discuss with a client using the fictional James & Sophie Henderson worked example. Enter your email to request a one-click demo link. Choose the adviser workspace option below to explore the practice view. No password or card is required for the demo.
Demo changes are temporary and subject to reset. Your link is valid for one hour.
Join the adviser waitlist to hear about future availability.
Optional: tell us about your practice and what you would like to explore.
Joining the waitlist does not reserve a place or confirm access.
