Roll out your investment solution in weeks, not years
Bulk analysis, bulk reporting, bulk switching - with exceptional client outcomes
A no brainer exercise
Every client scanned - not just when their due
Reach your whole book in weeks rather than waiting years for the annual review cycle to come round.
Cut the work in a switch by up to 60%
Advisers and paraplanners stop re-keying and re-formatting, and get their time back for relationship building.
Combine with platform switching
Combine your MPS, or Fund switch with a platform switch for the ultimate time savings and client outcomes.
Making a painful process delightful
See who sits outside your central investment proposition
With Woven’s proprietary technology, cleanses your back-office data and normalises holdings, charges and wrappers across every platform and provider your clients use.
Analysis is instant: which clients are off-proposition, what they hold, what they pay today and what a move would cost them.
You get a dynamic, segmented shortlist of clients to switch, complete with performance, volatility, cost and outcome analysis.
Compare fees and performance, client by client
See exactly what each client pays today verus what they would pay on your investment solution - advice, investment and platform fees broken out per wrapper.
Set the cost of change against performance: existing portfolio, proposed portfolio and benchmark over 1, 3 and 5 years.
Evidence the client outcome behind every recommendation, with the numbers your file needs.
Suitability and client consent at a click
Personalised suitability reports are populated for each client and put in front of the adviser to review and approve - never generated behind their back.
Tailor templates and reports to match your firm's brand, tone and investment solution.
Woven then handles communication, captures consent through each client's preferred channel and tracks every case through to completion.
Independent by design
Woven is proposition-agnostic: we implement the investment solution your firm has selected, and we work with investment managers to make that implementation seamless. Brooks Macdonald is the first of those relationships.
Brooks Macdonald
A UK -focused wealth manager with total funds under management and advice at £21.7 billion as of 30 June 2026, serving IFAs and their clients since 1991
Woven's investment solution switching was developed with direct input from advisers and paraplanners at Brooks Financial, whose experience of implementing a proposition in practice shaped how the technology handles client-by-client recommendations.
Frequently Asked Questions
What types of investment switching can Woven help with?
Woven supports fund, MPS and bespoke investment solution switching, in any combination. For example, you might be moving clients from one MPS to another, from funds into an MPS, or from an MPS into funds.
What information do you use to identify suitable switch candidates?
Woven's cohorting algorithm groups clients according to factors including demographics, vulnerability markers, existing investment performance and fees, alongside the details of your target central investment proposition (CIP), investment provider or discretionary fund manager.
The output is a shortlist of clients who appear to be strong candidates for a switch, together with the underlying data that supports it. Suitability itself remains an adviser judgement and a firm responsibility - Woven surfaces the evidence, your advisers make the decision.
Which external investment data sources do you use?
Woven works with the data sources you specify. That might be a specific industry data provider, or data supplied directly by your own internal DFM or investment team. We've integrated with a wide range of providers and are comfortable working with whichever sources sit behind your investment proposition.
Does Woven need client consent to process a switch?
Woven supports both routes. Where an advice firm already holds the relevant discretionary permissions and explicit sign-off isn't required, we can run a negative affirmation process, with clients notified and given the opportunity to opt out. Where the firm prefers - or is required - to obtain consent, we support client-by-client communications, including where a signature is needed.
The decision sits with the advice firm and its compliance team. Woven configures the process around whichever approach you've determined is appropriate for your clients and permissions.
Pricing options
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Platform Switching Eats Strategy For Breakfast
