Your clients, one dashboard
See every client Wiseplan with completeness, staleness and review signals - what is awaiting the client, what changed recently, and what needs your team's attention.
Wiseplan Pro · early access
Onboard once. Stay close for years.
Wiseplan Pro gives advisers a clear way to request, build and review client records - and to spot when a check-in would help - without taking ownership away from the client.
Three ways to build a Wiseplan
Use an adviser-led, client-led or hybrid workflow. The client always confirms their information and chooses what the firm can see.
Ask once, chase never
Send structured onboarding requests and track each item from sent, to in progress, to done - a dated trail of every ask, with automatic gentle reminders. Ideal for taking on new private-client matters cleanly.
Enter records at spreadsheet speed
Bulk entry and paste-from-Excel workflows help teams move existing client information into a structured Wiseplan quickly - and clients can photograph or upload documents while automated text extraction fills in the key details for them to check.
Everything on the record
Professional access is separated from client sign-in details, and security/compliance claims stay visible and dated in the trust centre.
Check in while it still helps
When records go stale or life changes - a move, a new arrival, a big gift - you get a natural, friendly reason to suggest a review. And when probate or later-life support begins, the plan is already organised.
Curated records
Built around what executors and families need.
A CRM can store notes. A spreadsheet can store rows. Wiseplan helps clients build a clear record of the information someone may need to act for them later.
Finances Property Insurance Legal documents Digital accounts Subscriptions Contacts Wishes Letters Devices Access instructions
Collect the right details
Our curated forms guide clients to add the practical information a firm, executor or family member would otherwise have to chase.
Keep it useful while they are alive
Clients can use Wiseplan as their own estate record, update it over time and choose whether to share with friends and family.
Cleaner working practices
Controlled access and traceable requests reduce reliance on uncontrolled spreadsheets, inbox threads and ad-hoc document stores.
Getting started
Three ways firms use it first.
Start small, on live matters. Most firms pick one of these - you decide what happens next.
Onboard a new matter
Send one structured request instead of email chains. See what arrives, what is missing, and what to chase - all dated.
Run an annual will check
Invite last year's will clients to review their Wiseplan. Stale flags show who most needs a conversation.
Support LPA and family sharing
Clients record wishes and who can act for them in plain English, and choose what family can see. You stay the adviser, not the middleman.
Early access
See the workflow on your own matters.
Book a demo and we will walk through the client and firm experience together - then help set up your first matters with you.
Book a demoLooking for your own Wiseplan? See Wiseplan for individuals & families.