UK financial planners — chartered, FCA-regulated — Intelliflo iO, Iress XPlan, Plannr, Voyant — fact-find, suitability, annual review, MIFID-compliant.
UK financial planners — chartered, FCA-regulated — Intelliflo iO, Iress XPlan, Plannr, Voyant — fact-find, suitability, annual review, MIFID-compliant.
Fact-find captured once, fed into the suitability engine, suitability report drafted with the planner reviewing — not retyping. The compliant report the FCA wants, in a fraction of the time.
Voyant model live in the meeting, scenarios run alongside the conversation, decisions captured on the panel. The cashflow conversation, not the cashflow tool tutorial.
Annual review queue surfaced 60 days out, prep pack auto-generated, client-meeting scheduled, review report drafted. The cadence that defends the ongoing-fee model.
Every advice instance recorded, suitability evidenced, communication logged. The compliance file ready before the FCA visit, not assembled in panic when it arrives.
Automated ID verification at onboarding, sanctions and PEP screening on a schedule, source-of-funds capture. The compliance moat that scales with the client book.
Suitability templates, technical notes, scenario libraries, regulatory updates — searchable from the meeting, the report draft, the client call. The advisory brain the network can't take with them.
A five-planner firm ran on Intelliflo iO with Voyant for cashflow but built every annual review pack by hand. Four-week build: prep pack auto-generated 60 days out, Voyant model pre-built per client, review-report skeleton drafted from prior-year suitability. Six months on: average review-prep time dropped from 14 hours to 4, the firm absorbed 60 new ongoing-fee clients without hiring an extra paraplanner.
How we measure: review-prep time = total adviser + paraplanner hours logged per annual review across n = 247 reviews completed, prior-cycle vs post-build, sourced from Intelliflo iO time entries; ongoing-fee client count tracked via FCA-reportable revenue.
If your work isn't exactly this, the nearest sectors share the rhythm. Or browse every industry we build for.
Bring a recent suitability report and the annual-review schedule. We diagnose from the numbers.