--- title: Woven Advice - Make your data work harder for your firm description: Data management for your Advice firm. Integrate your back-office to discover the best way to grow, profit or exit your IFA firm. image: https://wovenadvice.com/hubfs/Woven-Advice-Logo-Small-623x180-1.png --- [Skip to content](https://wovenadvice.com#main-content) - ``` 🔄 Checkout Woven's new CIP and investment switching tool- click to learn more ```   - ``` 🔄 Checkout Woven's new CIP and investment switching tool- click to learn more ```   [![Woven-Advice-Primary-Logo-White-text-623x180](https://wovenadvice.com/hs-fs/hubfs/Woven-Advice-Primary-Logo-White-text-623x180.png?width=220&height=64&name=Woven-Advice-Primary-Logo-White-text-623x180.png)](https://wovenadvice.com?hsLang=en) - Solutions Show submenu for Solutions - [Woven Analytics](https://wovenadvice.com/analytics) - [Woven Switch](https://wovenadvice.com/switch) - [Woven CIP Switch](https://wovenadvice.com/investment-switch) - [Acquisitions](https://wovenadvice.com/woven-acquire) - [Insights](https://wovenadvice.com/insights) Show submenu for Insights - [Market Map](https://wovenadvice.com/market-map) - [Blog Insights](https://wovenadvice.com/insights) - [Press](https://wovenadvice.com/woven-in-the-press) - [About](https://wovenadvice.com/about) Show submenu for About - [About](https://wovenadvice.com/about) - [Careers](https://wovenadvice.com/woven-careers) - [Login](https://app.wovenadvice.com/login) Open main navigation Close main navigation - Solutions Show submenu for Solutions - [Woven Analytics](https://wovenadvice.com/analytics) - [Woven Switch](https://wovenadvice.com/switch) - [Woven CIP Switch](https://wovenadvice.com/investment-switch) - [Acquisitions](https://wovenadvice.com/woven-acquire) - [Insights](https://wovenadvice.com/insights) Show submenu for Insights - [Market Map](https://wovenadvice.com/market-map) - [Blog Insights](https://wovenadvice.com/insights) - [Press](https://wovenadvice.com/woven-in-the-press) - [About](https://wovenadvice.com/about) Show submenu for About - [About](https://wovenadvice.com/about) - [Careers](https://wovenadvice.com/woven-careers) - [Login](https://app.wovenadvice.com/login) - [Sign-up](https://wovenadvice.com/signup) [Sign-up](https://wovenadvice.com/signup?hsLang=en) **for IFAs and Wealth Managers** # Superpowers to help your advice firm grow 🚀 ### Uncover insights and opportunities to grow, optimise or exit. [Get started](https://wovenadvice.com/signup?hsLang=en) ![Woven](https://wovenadvice.com/hs-fs/hubfs/Woven.png?width=1500&height=904&name=Woven.png) ## Plug and play MI dashboards Where the upside far outweighs the downside. #### 5 minute 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. ![Client](https://wovenadvice.com/hubfs/Client.png) 0 + Clients ![currency-pound-1](https://wovenadvice.com/hubfs/currency-pound-1.png) 0 b+ AUM ![users](https://wovenadvice.com/hubfs/users.png) 0 + Planners ![link](https://wovenadvice.com/hubfs/link.png) 0 + Providers ![Dashboards-1](https://wovenadvice.com/hs-fs/hubfs/Dashboards-1.png?width=1952&height=1140&name=Dashboards-1.png) **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. [Get started](https://wovenadvice.com/signup?hsLang=en) **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 [Get started](https://wovenadvice.com/signup?hsLang=en) ![Business companion-2](https://wovenadvice.com/hs-fs/hubfs/Business%20companion-2.png?width=1952&height=1024&name=Business%20companion-2.png) ![Integation universe](https://wovenadvice.com/hubfs/Integation%20universe.png) **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.  [Learn More](https://wovenadvice.com/switch?hsLang=en) ## 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 ÂŁ19 /month Instant business metrics for your firm 1 integration Unlimited exports Data cleansing guide [Try for free](https://wovenadvice.com/signup?hsLang=en) Grow ÂŁ76 /month AI driven data tools to help you grow your practice. Unlimited integrations Automated data cleansing Everything from discover [Join the waitlist](https://wovenadvice.com/sign-up?hsLang=en) Custom Get in touch Custom integrations, dashboard and data services. Custom integration build Custom dashboards Additional data services [Get in touch](https://wovenadvice.com/contact-woven-advice?hsLang=en) ## Pricing options Get started with Switch and a free trial of Analytics today #### Switch Free For integrated providers [Get switching](https://wovenadvice.com/signup?hsLang=en) Platform pricing dashboard Bulk, batch and individual switching Suitability reports Data cleaning Transfer tracking Account opening to integrated platforms #### Analytics ÂŁ50 per adviser, per month [Start free trial](https://wovenadvice.com/signup?hsLang=en) Everything in Switch MI dashboards Insights Revenue and EV projections Fee modelling Data cleansing Unlimited users #### Enterprise For Nationals, Networks and Acquirers. [Get in touch](https://wovenadvice.com/signup?hsLang=en) 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](mailto: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. **Recent Blog Posts** ## Check out our recent posts [![](https://wovenadvice.com/hs-fs/hubfs/image.png?height=200&name=image.png)](https://wovenadvice.com/insights/new-revenue-projection-tool-to-put-growth-in-advice-firm-owners-hands?hsLang=en) [business success](https://wovenadvice.com/insights/tag/business-success?hsLang=en) ### [New revenue projection tool to put growth in advice firm owners’ hands](https://wovenadvice.com/insights/new-revenue-projection-tool-to-put-growth-in-advice-firm-owners-hands?hsLang=en) [![](https://wovenadvice.com/hs-fs/hubfs/Getting%20your%20firm%20data%20ready%20for%20sale.png?height=200&name=Getting%20your%20firm%20data%20ready%20for%20sale.png)](https://wovenadvice.com/insights/how-to-prepare-client-data-for-sale-guide-for-acquiring-advice-firms?hsLang=en) [Operations](https://wovenadvice.com/insights/tag/operations?hsLang=en) ### [How to Prepare Client Data for Sale: Guide for Acquiring Advice Firms](https://wovenadvice.com/insights/how-to-prepare-client-data-for-sale-guide-for-acquiring-advice-firms?hsLang=en) [![](https://wovenadvice.com/hs-fs/hubfs/Screenshot%202025-03-07%20123513.png?height=200&name=Screenshot%202025-03-07%20123513.png)](https://wovenadvice.com/insights/advice-firms-lose-over-517-mn-to-broken-platform-switching-process?hsLang=en) [Operations](https://wovenadvice.com/insights/tag/operations?hsLang=en) ### [Advice Firms Lose Over ÂŁ517 Mn to Broken Platform Switching Process](https://wovenadvice.com/insights/advice-firms-lose-over-517-mn-to-broken-platform-switching-process?hsLang=en) **Want to learn more?** ### Sign-up to keep up to date on all things Woven [![Woven white small](https://wovenadvice.com/hubfs/Woven%20white%20small.svg "Woven white small")](https://www.wovenadvice.com?hsLang=en) Woven Advice is transforming the tech landscape for IFAs and Wealth Managers using data and AI.  See our [privacy policy.](https://wovenadvice.com/privacy?hsLang=en) [linkedin-in icon](https://www.linkedin.com/company/woven-advice/) [instagram icon](https://www.instagram.com/wovenadvice/) ![Innovate UK logo](https://wovenadvice.com/hs-fs/hubfs/Innovate%20UK%20logo.png?width=155&height=50&name=Innovate%20UK%20logo.png) ![Cyber-Essentials-Logo-1](https://wovenadvice.com/hs-fs/hubfs/Cyber-Essentials-Logo-1.png?width=90&height=50&name=Cyber-Essentials-Logo-1.png) Copyright © 2026, Woven Advice Ltd Woven Advice Ltd is registered in England under company no.14384586Â