for IFAs and Wealth Managers
Superpowers to help your advice firm grow 🚀
Uncover insights and opportunities to grow, optimise or exit.
Plug and play MI dashboards
Where the upside far outweighs the downside.
5 minutes setup
Integrated your back-office to Woven dashboards for daily updated MI and insights.
Uncover opportunities
With AI led data insights to find opportunities for better client and firm outcomes.
Take your business to new heights
Through growth, efficiency or exit, Woven guides you on that journey.
Why use Woven?
We have 45+ years of advice data experience. We know how to power your data to business outcomes.
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Clients
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AUM
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Planners
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Providers
Know your numbers
All your data in a single powerful dashboard
Make better business decisions, save money and maximise profits.
Management information is essential to the modern business to help your business reach its goals.
Your data, connected and protected
Your Woven business companion
Securely integrating your data from your back-office provider to your aggregated Woven dashboard for the ultimate financial advice firm companion
Integration orchestration
Connecting the industry for good
Sick of integrations that don't really work or leave you worse off than you started?
We're committed to lifting the game of the industry. If your software provider is not keeping up, talk to us about how you can leverage our data management platform to become more efficient, saving time and money.
Getting started with Woven
It takes 5 minutes to get started with Woven. Simply Integrate, aggregate and analyse.
Integrate
Integrate your Back-office system with Woven Advice to sort, cleanse and structure your firm's data.
Aggregate
We aggregate all your data in one place to enhance your records and provide better advice.
Analyse
Use aggregated data to explore insights and recommendations to supercharge your practice.
Your Decisions, Data Driven
We put you in control of your data, and power you to succeed with fully informed business decisions.
Pricing
Grow into your firms data transformation journey.
How many advisers or planners are in your firm?
Most popular
Discover
£19
/month
Instant business metrics for your firm
1 integration
Unlimited exports
Data cleansing guide
Grow
£76
/month
AI driven data tools to help you grow your practice.
Unlimited integrations
Automated data cleansing
Everything from discover
Custom
Get in touch
Custom integrations, dashboard and data services.
Custom integration build
Custom dashboards
Additional data services
Pricing options
Get started with Switch and a free trial of Analytics today
Switch
Free
For integrated providers
Platform pricing dashboard
Bulk, batch and individual switching
Suitability reports
Data cleaning
Transfer tracking
Account opening to integrated platforms
Analytics
£50
per adviser, per month
Everything in Switch
MI dashboards
Insights
Revenue and EV projections
Fee modelling
Data cleansing
Unlimited users
Enterprise
For Nationals, Networks and Acquirers.
Everything in Analytic and Switch
Aggregated firm MI
Acquisition modelling
Firm evaluation dashboards
Model B platform switching
Acquisition DD support
Ask us anything
Frequently Asked Questions
Have a question? We are here to help
My back-office data quality is not high. How will Woven help me?
Woven is not only designed to show your your data via metrics, it also helps you interrogate for data problems and fix the data at source.
Ultimately, we'll ensure you have a great looking dashboard.
I'm looking to sell my practice, how will Woven help me?
In selling your practice, you'll be asked to provide numerous reports and spreadsheets to meet data due diligence requirements from your buyer. Woven automates this process so that you can save time, money and expertise on more important things, like improving the data.
How soon before selling my practice should I start working on my data?
Now. It is never too soon to start fixing your data and improving your operations. Our dashboards will help guide you on your way.
I store most of my data in spreadsheets. Can I still use Woven?
Yes, get in touch with our friendly support team at support@wovenadvice.com and we'll help you import from spreadsheets and show you some alternative ways to manage your data.
Can I share my dashboards with a consultant?
Yes you can share your dashboards with any consultants, board members, or other collaborators that need to see your metrics.
These permissions are controlled by the advice firm.
I'm worried about data security. What do I need to know to feel more comfortable.
We've intentionally designed Woven to stay away from your client's personally identifiable data to minimise the risk to your practice. All client are viewed with client ID numbers and no names, emails, or addresses are stored by Woven.
We currently use a number of different back-office systems. Can we aggregate the data into one dashboard?
Yes, our unified data model allows you to aggregate different system data into one, and to be able to breakdown into metrics across the entire data set.
We want to buy another advice firm. How can Woven help?
Woven can help in two ways.
1. We can help you perform data due diligence on the target firm with their permission. This will help you align your data sets and better understand how you can both benefit from working together.
2. Once acquired, we can streamline the integration process and data cleansing tasks associated with combining your businesses. We provide helpful options for either migration or continuing to operate dual back-office systems.
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