Your clients, one dashboard
See every client Wiseplan with completeness, staleness and review signals, including what is awaiting the client and what needs your team's attention.
Wiseplan Pro · early access in 2026
The professional workflow, built around client control.
Wiseplan Pro gives advisers a clear way to request, build and review client records 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 requests and track each item from sent, to in progress, to done - a dated trail of every ask, with automatic gentle reminders.
Enter records at spreadsheet speed
Bulk entry and paste-from-Excel workflows help teams move existing client information into a structured Wiseplan quickly.
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.
Ready when it matters most
When probate or later-life support begins, the client has a complete, organised plan their chosen people can understand.
Curated records
Built around what attorneys and executors 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, attorney or executor 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.
Early access
See the Wiseplan Pro workflow.
Book a demo and we will walk through the client and firm experience together.
Book a demo for early accessLooking for your own Wiseplan? See Wiseplan for individuals & families.