--- title: Woven Insights description: All things advice, data and acquisitions. Woven in one. --- [Skip to content](https://wovenadvice.com/insights/all#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) - 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) # Woven Insights News and opinions for the modern IFA [![](https://wovenadvice.com/hubfs/image.png)](https://wovenadvice.com/insights/new-revenue-projection-tool-to-put-growth-in-advice-firm-owners-hands) [business success](https://wovenadvice.com/insights/tag/business-success), [News](https://wovenadvice.com/insights/tag/news) ## [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) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Aug 26, 2025, 10:54:07 PM Models firm-level revenue and EBITDA using live practice data Helps owners visualise the impact of f... [Read more](https://wovenadvice.com/insights/new-revenue-projection-tool-to-put-growth-in-advice-firm-owners-hands) [![](https://wovenadvice.com/hubfs/Getting%20your%20firm%20data%20ready%20for%20sale.png)](https://wovenadvice.com/insights/how-to-prepare-client-data-for-sale-guide-for-acquiring-advice-firms) [Operations](https://wovenadvice.com/insights/tag/operations), [data](https://wovenadvice.com/insights/tag/data), [Acquisitions](https://wovenadvice.com/insights/tag/acquisitions) ## [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) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Apr 9, 2025, 2:41:22 PM 7-step guide to help acquiring advice firms streamline onboarding and to support sellers through the... [Read more](https://wovenadvice.com/insights/how-to-prepare-client-data-for-sale-guide-for-acquiring-advice-firms) [![](https://wovenadvice.com/hubfs/Screenshot%202025-03-07%20123513.png)](https://wovenadvice.com/insights/advice-firms-lose-over-517-mn-to-broken-platform-switching-process) [Operations](https://wovenadvice.com/insights/tag/operations), [data](https://wovenadvice.com/insights/tag/data), [integrations](https://wovenadvice.com/insights/tag/integrations), [News](https://wovenadvice.com/insights/tag/news) ## [Advice Firms Lose Over £517 Mn to Broken Platform Switching Process](https://wovenadvice.com/insights/advice-firms-lose-over-517-mn-to-broken-platform-switching-process) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Mar 11, 2025, 11:10:42 AM Woven Advice, a specialist in AI-driven data management for wealth managers and financial advisers, ... [Read more](https://wovenadvice.com/insights/advice-firms-lose-over-517-mn-to-broken-platform-switching-process) [![](https://wovenadvice.com/hubfs/AI-Generated%20Media/Images/The%20image%20depicts%20a%20bustling%20office%20environment%20filled%20with%20financial%20advisors%20engaged%20in%20discussions%20and%20utilizing%20advanced%20technology%20to%20enhance%20the.jpeg)](https://wovenadvice.com/insights/2024-advice-tech-insights) [News](https://wovenadvice.com/insights/tag/news) ## [2024 Advice Tech Insights](https://wovenadvice.com/insights/2024-advice-tech-insights) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Dec 30, 2024, 8:54:11 PM With the AI excitement of 2022and 2023 and the launch of the first generative AI tools, 2024 came do... [Read more](https://wovenadvice.com/insights/2024-advice-tech-insights) [![](https://wovenadvice.com/hubfs/AI-Generated%20Media/Images/A%20map%2c%20showing%20a%20companys%20business%20technology%20transformation%20journey.jpeg)](https://wovenadvice.com/insights/so...-thinking-of-upgrading-your-tech) [Operations](https://wovenadvice.com/insights/tag/operations), [ideas](https://wovenadvice.com/insights/tag/ideas), [business success](https://wovenadvice.com/insights/tag/business-success) ## [So... thinking of upgrading your tech?](https://wovenadvice.com/insights/so...-thinking-of-upgrading-your-tech) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) May 8, 2024, 11:49:36 PM Selecting new technology for an advice practice, is a mystery to many. A lot of the time it comes do... [Read more](https://wovenadvice.com/insights/so...-thinking-of-upgrading-your-tech) [![](https://wovenadvice.com/hubfs/AI-Generated%20Media/Images/Integrated%20data%20hub%20in%20shades%20of%20pinkorange%20and%20yellow.jpeg)](https://wovenadvice.com/insights/woven-close-fundraising-for-integrated-advice-data-management-solution) [News](https://wovenadvice.com/insights/tag/news) ## [Woven close fundraising for integrated advice data management solution](https://wovenadvice.com/insights/woven-close-fundraising-for-integrated-advice-data-management-solution) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Apr 22, 2024, 8:37:49 PM Woven Advice, an innovative advice tech company providing an integrated data management solution for... [Read more](https://wovenadvice.com/insights/woven-close-fundraising-for-integrated-advice-data-management-solution) [![](https://wovenadvice.com/hubfs/Mar%2024%20-%20UK%20Advice%20Tech%20Map.png)](https://wovenadvice.com/insights/february-advice-tech-update-0) [ideas](https://wovenadvice.com/insights/tag/ideas), [News](https://wovenadvice.com/insights/tag/news) ## [March Advice Tech Update](https://wovenadvice.com/insights/february-advice-tech-update-0) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Mar 26, 2024, 9:20:17 PM March has seen some exciting new launches, some with products ready to go, otherwise with announceme... [Read more](https://wovenadvice.com/insights/february-advice-tech-update-0) [![](https://wovenadvice.com/hubfs/Ai%20Product%20or%20Embedded%20AI.png)](https://wovenadvice.com/insights/ai-products-or-products-incorporating-ai) [Operations](https://wovenadvice.com/insights/tag/operations), [integrations](https://wovenadvice.com/insights/tag/integrations) ## [Which are you betting on? AI products, or products incorporating AI?](https://wovenadvice.com/insights/ai-products-or-products-incorporating-ai) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Mar 26, 2024, 8:45:52 PM There's no denying the allure of the dazzling new AI products entering our industries and expanding ... [Read more](https://wovenadvice.com/insights/ai-products-or-products-incorporating-ai) [![Unlocking advice tech report](https://wovenadvice.com/hubfs/Feb2024.png)](https://wovenadvice.com/insights/february-advice-tech-update) [ideas](https://wovenadvice.com/insights/tag/ideas), [News](https://wovenadvice.com/insights/tag/news) ## [February Advice Tech Update](https://wovenadvice.com/insights/february-advice-tech-update) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Feb 27, 2024, 6:38:42 PM A month in from launch, we've seen 25 new firms join the live Market Map, of which 18 are advice tec... [Read more](https://wovenadvice.com/insights/february-advice-tech-update) [![](https://wovenadvice.com/hubfs/Blog%20Banners%20\(.png)](https://wovenadvice.com/insights/an-api-to-rave-about-quality-integrations-start-with-quality-apis) [data](https://wovenadvice.com/insights/tag/data), [integrations](https://wovenadvice.com/insights/tag/integrations) ## [An API to rave about: Quality integrations start with quality APIs.](https://wovenadvice.com/insights/an-api-to-rave-about-quality-integrations-start-with-quality-apis) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Feb 19, 2024, 7:22:53 PM With the Woven Market Map, we undertook a study into the advice industry's APIs and other integratio... [Read more](https://wovenadvice.com/insights/an-api-to-rave-about-quality-integrations-start-with-quality-apis) [![Market map on mobile](https://wovenadvice.com/hubfs/MM%20blog.png)](https://wovenadvice.com/insights/launching-the-woven-market-map) [News](https://wovenadvice.com/insights/tag/news) ## [Launching the Woven Market Map](https://wovenadvice.com/insights/launching-the-woven-market-map) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Jan 23, 2024, 1:15:38 PM The Woven Advice Tech Market Map: Connecting the wealth and advice tech eco-system in the UK [Read more](https://wovenadvice.com/insights/launching-the-woven-market-map) [![Unlocking the power of advice tech](https://wovenadvice.com/hubfs/Unlocking.png)](https://wovenadvice.com/insights/advice-tech-report-2023) [ideas](https://wovenadvice.com/insights/tag/ideas), [business success](https://wovenadvice.com/insights/tag/business-success) ## [Advice Tech Report 2023](https://wovenadvice.com/insights/advice-tech-report-2023) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Jun 26, 2023, 5:01:32 PM [Read more](https://wovenadvice.com/insights/advice-tech-report-2023) [![](https://wovenadvice.com/hubfs/Blog%20Banners%20(300%20%C3%97%20175px).png)](https://wovenadvice.com/insights/strategic-mi-the-key-to-business-success) [business success](https://wovenadvice.com/insights/tag/business-success) ## [Strategic MI - The key to business success.](https://wovenadvice.com/insights/strategic-mi-the-key-to-business-success) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) May 21, 2023, 11:17:46 PM It's time to face the facts: Without strategic management information, you're making life hard. But ... [Read more](https://wovenadvice.com/insights/strategic-mi-the-key-to-business-success) [![](https://wovenadvice.com/hubfs/Advice%20Tech%20Integrations%20I%20(6912%20%C3%97%203456px)%20(691%20%C3%97%20345px)-1.png)](https://wovenadvice.com/insights/advice-tech-integration-map) [data](https://wovenadvice.com/insights/tag/data), [integrations](https://wovenadvice.com/insights/tag/integrations) ## [Integrations for the Modern adviser](https://wovenadvice.com/insights/advice-tech-integration-map) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Mar 29, 2023, 2:54:54 PM Advice Tech and Integrations - one of the most topical conversations in the industry. Data connectiv... [Read more](https://wovenadvice.com/insights/advice-tech-integration-map) [![](https://miro.medium.com/v2/resize:fit:1400/1*G-ljKP8Tb_30LQuUf4eSew.jpeg)](https://wovenadvice.com/insights/out-with-the-old-in-with-the-new-not-just-yet-) [ideas](https://wovenadvice.com/insights/tag/ideas), [digital](https://wovenadvice.com/insights/tag/digital) ## [Out with the old, in with the new? Not just yet…](https://wovenadvice.com/insights/out-with-the-old-in-with-the-new-not-just-yet-) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Mar 10, 2023, 6:46:11 PM There are certainly some aspects of the financial planning industry that needs to change. Adoption o... [Read more](https://wovenadvice.com/insights/out-with-the-old-in-with-the-new-not-just-yet-) [![](https://wovenadvice.com/hubfs/Advice%20Tech%20Integrations%20I%20(6912%20%C3%97%203456px)%20(691%20%C3%97%20345px).png)](https://wovenadvice.com/insights/your-firm-needs-a-data-strategy) [ideas](https://wovenadvice.com/insights/tag/ideas), [data](https://wovenadvice.com/insights/tag/data) ## [Why your firm needs a data strategy](https://wovenadvice.com/insights/your-firm-needs-a-data-strategy) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Feb 24, 2023, 3:54:35 PM As a financial planner, you understand the importance of long-term planning. While accumulation and ... [Read more](https://wovenadvice.com/insights/your-firm-needs-a-data-strategy) [![](https://wovenadvice.com/hubfs/tools.png)](https://wovenadvice.com/insights/operational-goals-for-your-firm-in-2023) [Operations](https://wovenadvice.com/insights/tag/operations), [ideas](https://wovenadvice.com/insights/tag/ideas) ## [Tools to meet your firm goals in 2023](https://wovenadvice.com/insights/operational-goals-for-your-firm-in-2023) ![Picture of Nicky Sevel](https://app.hubspot.com/settings/avatar/b8c61aa629bddebf5ce2e91e1494b607) [Nicky Sevel](https://wovenadvice.com/insights/author/nicky-sevel) Dec 16, 2022, 3:59:33 PM In a world of increasing costs and falling returns, 2023 is the year to look to technology to stream... [Read more](https://wovenadvice.com/insights/operational-goals-for-your-firm-in-2023) ## Learn more about our products We're committed to improving productivity, profitability in advice firms. Be rewarded for bringing in new business, not bogged down in the admin. 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