Wealth Analytica
Multi-tenant SaaS for UK Independent Financial Advisers. Eight weeks of adviser workflow compressed to two hours.
Replace the Eight-Week IFA Workflow
UK Independent Financial Advisers were running a back-and-forth that took six to eight weeks between a client's first enquiry and a signed proposal. Most of it was re-keying data between three systems that would not talk to each other: Intelliflo (practice management), Morningstar (research), and HMRC (regulatory ground truth).
We built the missing layer. Wealth Analytica is a multi-tenant SaaS that pulls all three sources into a single lead-to-proposal workspace — with a thin adapter layer above each API and a locally-running HMRC tax calculation engine with versioned rules. We spent the first six weeks embedded with planners before writing a line of production code.
System Specifications
Platform Features
Three-Source Integration
Adapter layer above Intelliflo, Morningstar, and HMRC — versioned, cached, and gracefully degrading when an upstream changes schema.
HMRC Tax Engine
Locally-running tax calculation engine with versioned rules. A planner modelling a 2024/25 tax year scenario gets the right answer even after rules roll forward.
Lead-to-Proposal Workflow
Single workspace from client intake to signed proposal. Eight-week adviser back-and-forth compressed to two hours.
Multi-Tenant Architecture
Each regulated firm operates in an isolated tenant. Data sovereignty and compliance posture satisfy FCA requirements from day one.
Compliance-First Audit Trail
Every data point, calculation, and adviser decision is logged. Built to satisfy the compliance officer in the room, not just the CTO.
Automated Proposal Generation
Proposals write themselves from data the firm already owns. 2,400+ proposals issued through the platform to date.
Engineering Decisions
Client Feedback
"They held the standard so we didn't have to. Two years in and they still flinch at the things we'd quietly stopped flinching at."
"I've been working with the TechMaven team for over 10 years and would fully recommend them for all your software development requirements."
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