Wealth Pilot

Wealth Pilot

Every client tool, in one easy-to-use system.

What advisers do we work with?

Fact find, risk profiling, cashflow and reviews built into a single connected system, ready the day you join the Network.

Fact find, risk profiling, cashflow and reviews built into a single connected system, ready the day you join the Network.

Message us about Wealth Pilot

Message us about Wealth Pilot

Wealth Pilot

Every client tool, in one easy-to-use system.

Fact find, risk profiling, cashflow and reviews built into a single connected system, ready the day you join the Network.

Message us about Wealth Pilot

Wealth Pilot

Our tools aren't bolted on.
They're built in.

Because fact finds, risk and cashflow modelling all live in one system, you see the full client picture instantly. No integrations, no gaps, no juggling.

Because fact finds, risk and cashflow modelling all live in one system, you see the full client picture instantly. No integrations, no gaps, no juggling.

The Adviser App - Wealth Pilot

Run the whole advice journey in one place.

Adviser workflow app for the full back office, with built in AI.

Adviser workflow app for the full back office, with built in AI.

CRM
See all of your clients and their advice journeys in one place.
Cashflow Modelling
Plan scenarios against each
client's goals.
Fact find
Bitesize, save-as-you-go.

Reports & Reviews
Suitability and annual reviews.
Reports & Reviews
Suitability and annual reviews.
Document Handling
Secure, in one system.
Document Handling
Secure, in one system.
Risk Tool
Paired to each objective.
Risk Tool
Paired to each objective.

Contained Data

Built on Microsoft. Not a third-party platform.

Wealth Pilot runs on Microsoft's Power Platform and Dataverse. This means your client data sits inside our Microsoft estate giving you a compliant governance model, data-request-friendly structure, and confidence it'll never be handed to an outside wealth-platform vendor.

That's what makes one connected record, secure document handling and built-in compliance possible.

Wealth Pilot runs on Microsoft's Power Platform and Dataverse. This means your client data sits inside our Microsoft estate giving you a compliant governance model, data-request-friendly structure, and confidence it'll never be handed to an outside wealth-platform vendor.

That's what makes one connected record, secure document handling and built-in compliance possible.

Outlook Notifications
Sharepoint Files
Teams Transcripts
Copilot Agents

The Client Hub

The same data, made simple for clients

A branded hub that takes everything from Wealth Pilot and shows clients their wealth in a way they understand.

A branded hub that takes everything from Wealth Pilot and shows clients their wealth in a way they understand.

Branded view
Your firm's identity.
Real-time data
Straight from the app.
Self-service updates
Clients keep details current.

The result

A two-sided system, helping you and your clients.

Wealth Pilot lets you manage your data in a controlled, easy-to-navigate way, then display it so it's simple to showcase and explain to your clients.

Join the growing network of advisers now benefitting from Wealth Pilot.

Get in touch with the team today to find out more.

Message us

Message us

We're a partner, not a parent

Hear from Financial Solutions Advisers

Here are a few words from members of the Financial Solutions community.

I have always been very happy with Financial Solutions light-touch approach and understanding that they are a service provider within a compliance universe imposed on small businesses rather than a parent company. It’s been refreshing and has enabled our business relationship to develop and grow.

Andy Troke

Troberry

A great home to build your business in; fun people, sound tech, and straight up and honest in their approach to advisers. A welcome break from the consolidators.

Andrew Kennedy

EWMFP

FS is a dynamic and forward thinking partner for advisers looking for independence and admin support on fair and transparent terms.

Marc Hoyland

Clarifty Lifestyle FP

Retaining my independence whilst feeling proactively and pragmatically supported as part of something bigger allows me the time to grow the business.

Tony McGarrity

SMCG Wealth

We're a partner, not a parent

Hear from Financial Solutions Advisers

Here are a few words from members of the Financial Solutions community.

I have always been very happy with Financial Solutions light-touch approach and understanding that they are a service provider within a compliance universe imposed on small businesses rather than a parent company. It’s been refreshing and has enabled our business relationship to develop and grow.

Andy Troke

Troberry

A great home to build your business in; fun people, sound tech, and straight up and honest in their approach to advisers. A welcome break from the consolidators.

Andrew Kennedy

EWMFP

FS is a dynamic and forward thinking partner for advisers looking for independence and admin support on fair and transparent terms.

Marc Hoyland

Clarifty Lifestyle FP

Retaining my independence whilst feeling proactively and pragmatically supported as part of something bigger allows me the time to grow the business.

Tony McGarrity

SMCG Wealth