for IFAs and Wealth Managers
Superpowers to help your advice firm grow 🚀
Uncover insights and opportunities to grow, optimise or exit.
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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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
Secure integrated dashboards
Woven doesn't collect or store any personally identifiable data from your client records whilst still powering valuable insights.
We direct you to insights and data inconsistencies, without compromising your data security.
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Integration orchestration
Weave your data together from the data sources that matter
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.
Your Decisions, Data Driven
We put you in control of your data, and power you to succeed with fully informed business decisions.
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.
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
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.
Where can data be integrations from?
We currently support integrations from back-offices. If you don't use one of the major services today, please get in contact and we will try and help you in other ways.
We're currently working on integrations with platform providers to enhance your data dashboards.
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.
Recent Blog Posts
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