--- title: Woven Insights | Nicky Sevel description: "Nicky is a Wealth Management and Financial Planning software industry specialist and the co-founder of Woven Advice.\n\nNicky has 15 years in industry, a diploma of financial planning and experience at some of the leading Software and Wealth Management firms in the UK. \n\nShe is passionate about data, efficiency and technology and is constantly on the case to try and help advisers make the most of their technology." --- [Skip to content](https://wovenadvice.com/insights/author/nicky-sevel/page/1#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... 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