Built for UK IFAs, wealth managers & financial-planning firms
Revenue and net new assets by advisor and household, vs target.
Just ask.
Your back-office, CRM, platforms (Transact, Aviva, Quilter, AJ Bell) and your books don’t agree. Pillar unifies them and answers in plain English — with a cited, trustworthy number that holds up to FCA scrutiny. No data team.
The questions you can't answer today
Cross-system answers, in plain English.
Your stack. Already connected.
UK platforms (Transact, Aviva, Quilter, Aegon, Embark, AJ Bell) export valuations and flows daily — we connect via file feed, API or back-office system. Intelliflo and Iress XPLAN connect via documented REST.
Connected day one Via API Via file / export ⇄Swaps with your region
Common questions for Wealth & RIA firms
Intelliflo and Iress already have reporting. Why Pillar?
Those report inside one system. The questions that break are the ones that cross systems: billed fees vs the GL, NNA across multiple platforms (Transact + AJ Bell + Aviva), household profitability that needs CRM service tier and billing and adviser cost together. That join is what we do — we’re the right fit for mixed, multi-platform or non-all-in-one UK stacks.
We’re an FCA-regulated firm — data security and Consumer Duty evidence are non-negotiable.
Every answer carries a grounded citation (the tables, columns, filter and time window it used). Metric definitions are versioned with full provenance, and AI-proposed definitions require human approval before they reach a number. Infrastructure is EU-hosted under GDPR; we share SOC 2 progress under NDA when needed for vendor due diligence.
Our books are messy — we’ve acquired several practices on different platforms.
That’s the value, not a blocker. We unify mixed estates into one governed metric set across back-office, platforms and GL — and because CSV/SFTP works everywhere, we can onboard a book that only exports files.
We don’t have a data team.
You don’t need one. No warehouse, no engineer — connect your back-office, platforms and books and ask. Operations gets the answer instead of building the spreadsheet.
See it on your stack.
30 minutes on your real numbers.