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for IFAs and Wealth Managers

Plug and play MI for your practice

Have confidence in your data quality, your metrics and your business. Growth powered by Woven.
Woven Dashboard

Business Metrics at your fingertips

Woven Advice unlocks your business and client’s data to help you make better business decisions and grow your practice.

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Your Valuation

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Your Revenue

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Your AUM

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Your Peers

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.

Metrics and filters
Client card
your data tells a story

Consumer duty at a click

Consumer duty requires data, reports and more data. We're the first solution, born out of the need to access data and report on it, that hits the spot and gets to further with your duty.

Use our management information to power accurate, informative board reports tracking key information to prove your consumer duty and regulatory requirements.

2-way Integrations

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. 

Integration map

Your Decisions, Data Driven

We put you in control of your data, and power you to succeed with fully informed business decisions.


Integrate your Back-office system with Woven Advice to sort, cleanse and structure your firm's data.


Aggregate all your data in one place to enhance your records and provide better advice.


Use aggregated data to explore insights and recommendations to supercharge your practice.


£10/month per adviser

Analytics to help you track, cleanse and grow your business metrics.

  • 3 dashboards
  • Track your growth with metrics
  • Up to 2 key integrations
  • Business valuation tool


Get in contact

Your complete toolkit to acquiring and integrating acquisitions:

  • Data due diligence
  • Acquisition dashboard
  • Portfolio view of firms acquired
  • Firm integration tracker


Contact Sales

Tools to meet your bespoke needs as a consolidator or wealth manager.

  • Custom Integrations
  • Custom Analytics
  • Custom Reports
  • Firm aggregation

What's your IFA practice worth?


Looking to sell your business?

Try our valuation calculator to find out the value of your business and get acquisition ready.

Recent Blog Posts

Check out our recent posts

Want to give it a try?

Find out if Woven Advice is a good fit for your firm