Your clients are confused by their financial plans.
Your advisers take too long to make them.
Let's fix that.
Stop losing hours to clunky software and static spreadsheets. Weald turns complex financial planning into an interactive 'wow' moment that builds instant trust, drives efficiency, and gives your clients absolute clarity about their future.
The tools you use weren't built for client clarity.
Most cashflow modellers are glorified spreadsheets. They fail to capture the nuance of real-world risk and overwhelm clients with impenetrable data.
The Client Confusion Gap
Spreadsheets and clunky charts leave clients anxious. Weald translates complex stochastic models into clear, reassuring visual narratives they can actually grasp.
Surface-Level Stress Testing
Flat 5% growth assumptions no longer cut it. Model sequence of returns risk, longevity scenarios, and inflation shocks with institutional-grade precision.
Hours Wasted on Reports
Stop spending hours formatting Word documents. Our engine generates beautiful, shareable digital presentations that enhance your value as an adviser.
Institutional Power,
Boutique Precision.
Weald combines the depth of institutional modeling with a design-first interface that clients actually understand.
Interactive Co-Planning
Model scenarios live with clients. Adjust retirement ages or spending goals and see the impact instantly.
Tax-Smart Engine
Automatic optimization across ISAs, SIPPs, and GIAs. We calculate the most tax-efficient drawdown strategy.
Resilience Testing
Stress test plans against historic market shocks or stochastic Monte Carlo simulations to ensure long-term success.
Risk & Capacity for Loss
Integrated risk profiling and capacity for loss questionnaires that automatically map to your clients' investment portfolios.
Professional Reporting
Generate beautiful, client-ready PDF reports that simplify complex financial concepts into clear, actionable insights.
Custom Assumptions
Set your own growth rates, inflation expectations, and fee structures to align perfectly with your firm's investment philosophy.
Interactive Cashflow Modelling
Bring financial plans to life with interactive charts that respond instantly to scenario changes. Show clients the impact of retiring early, selling a business, or changing investment strategies in real-time.
Tax-Efficient Drawdown Strategies
Our engine automatically calculates the most tax-efficient way to fund a client's lifestyle, optimizing across ISAs, SIPPs, and GIAs while accounting for complex UK tax rules.
Professional, Client-Ready Reports
Generate beautiful, simplified reports that focus on what matters to the client. No more 50-page PDFs that gather dust—just clear, actionable insights that build trust.
The Modern Planning Workflow
See how Weald transforms every step of the financial planning journey from a frustrating chore into a seamless experience.
Fact Find
Paper forms, emails back and forth, re-keying the same information, third-party questionnaires.
Slick streamlined risk and capacity for loss questionnaires, fill in details in minutes, instantly update.
Model
Hours spent wrestling with clunky legacy software, manually adjusting tax wrappers and inflation rates.
Apply sophisticated tax rules, wrappers, and stochastic market scenarios with ease in a modern interface.
Visualise
Exporting data to Excel to create custom charts because the built-in ones are too confusing for clients.
Instantly generate clean, interactive charts that bring the client's financial future to life.
Present
Printing 50-page static PDF reports that clients never read and leave in a drawer.
Share a secure, beautiful digital presentation that enhances your value as an adviser.
Built by practitioners, not Silicon Valley.
Weald was born out of frustration. As practicing financial advisers, we were tired of clunky tools that confused our clients and made our advice look like a spreadsheet.
We didn't want a "disruptive tech platform." We wanted a rigorous modelling engine that gives our paraplanners power and our clients absolute clarity.
Scenario: Early Retirement
Client: The Harrison Family
Inflation shock modelled
CPI + 2.5% over 10 years
Life expectancy extended
Modelled to age 95 and 98
Market drop sustained
Portfolio drop of 20% absorbed