🔍

Dashboard

Welcome back, Sarah. Here's what's happening today.

📝
Draft Document
🔍
Run KYC Check
🗂️
Create Trust
✅
View Tasks
Active Trusts
🗂️
1,547
↑ 12% from last month
Assets Under Admin
💰
£198.4m
↑ 8.2% from last month
Tasks Due Today
✅
12
↓ 3 from yesterday
KYC Compliance
🛡️
98.2%
↑ 1.5% this week
Recent Trusts View All
Trust Name Type Value Status
The Smith Family Trust
EST-2024-001
 Discretionary £847,293 Active
Wilson Estate Trust
EST-2024-002
 Bare Trust £1,234,500 Active
Thompson DGT
EST-2024-003
 Discounted Gift £425,000 KYC Review
Brown Family Settlement
EST-2024-004
 Discretionary £2,150,000 Active
Davies IIP Trust
EST-2024-005
 Interest in Possession £567,800 Annual Review
Tasks Due Today View All
Complete KYC for Thompson DGT
High Due in 2 hours
Annual review - Davies IIP Trust
Medium Due today
Process distribution request
Low Due today
Recent Activity
📄
Trust deed generated for Wilson Estate
10 minutes ago
✅
KYC verified for John Smith
32 minutes ago
💰
Distribution of £15,000 approved
1 hour ago
📝
New task assigned by Michael
2 hours ago

Trusts

Manage all trust entities

Trust Name Type Settlor Value Established Status
The Smith Family Trust
EST-2024-001
 Discretionary John Smith £847,293 15 Mar 2024 Active
Wilson Estate Trust
EST-2024-002
 Bare Trust Margaret Wilson £1,234,500 22 Feb 2024 Active
Thompson DGT
EST-2024-003
 Discounted Gift Robert Thompson £425,000 10 Jan 2024 KYC Review
Brown Family Settlement
EST-2024-004
 Discretionary David Brown £2,150,000 5 Dec 2023 Active
Davies IIP Trust
EST-2024-005
 Interest in Possession Elizabeth Davies £567,800 18 Nov 2023 Annual Review
Evans Family Trust
EST-2023-042
 Discretionary William Evans £892,400 3 Sep 2023 Active
Hughes Grandchildren Trust
EST-2023-038
 Bare Trust Patricia Hughes £325,000 12 Aug 2023 Active

The Smith Family Trust

🗂️ Discretionary Trust 📅 Est. 15 March 2024 🔖 EST-2024-001
Overview
Parties
Assets
Transactions
Documents
Compliance
Trust Details
Trust Type Discretionary
Date Established 15 March 2024
Vesting Date 14 March 2149
HMRC TRS Ref TRS-2024-847293
Status Active
Financial Summary
Current Value £847,293
Initial Settlement £500,000
Additions £250,000
Distributions (YTD) £15,000
Growth (YTD) +£112,293
Key Dates
Next Annual Review 15 March 2025
10-Year Charge 15 March 2034
KYC Refresh Due 15 March 2027
Last Trustee Meeting 1 November 2024
Parties Add Party
JS
John Smith
Settlor & Trustee
KYC ✓
JS
Jane Smith
Trustee
KYC ✓
IT
Your Company Name
Professional Trustee
Active
TS
Thomas Smith
Primary Beneficiary
KYC ✓
ES
Emily Smith
Primary Beneficiary
KYC ✓
Recent Documents View All
📄 Trust Deed
15 Mar 2024
📄 Trustee Minutes
1 Nov 2024
📄 Distribution Resolution
28 Oct 2024
All Parties
Name Role KYC Status ID Verified Last Review Actions
John Smith
DOB: 15/03/1965
 Settlor & Trustee Verified Passport, Utility Bill 15 Mar 2024
Jane Smith
DOB: 22/07/1968
 Trustee Verified Passport, Bank Statement 15 Mar 2024
Thomas Smith
DOB: 10/09/1995
 Primary Beneficiary Verified Driving Licence 20 Mar 2024
Emily Smith
DOB: 03/12/1998
 Primary Beneficiary Verified Passport 20 Mar 2024
Class of Grandchildren
Discretionary class
 Potential Beneficiaries N/A — —
Trust Assets
Total Asset Value
£847,293
Unrealised Gains
+£112,293
Income (YTD)
£18,450
Asset Type Acquisition Date Cost Basis Current Value Gain/Loss
Vanguard Global Equity Fund
Platform: Transact
 Investment Fund 15 Mar 2024 £400,000 £478,000 +£78,000
UK Government Gilts
Platform: Transact
 Fixed Income 15 Mar 2024 £200,000 £195,000 -£5,000
Property: 42 Oak Lane
Buy-to-let residential
 Real Estate 20 Jun 2024 £135,000 £174,293 +£39,293
Transaction History
Date Type Description Amount Authorised By Status
28 Oct 2024 Distribution Distribution to Thomas Smith - university fees -£15,000 J. Smith, J. Smith Complete
20 Jun 2024 Addition Property addition - 42 Oak Lane +£135,000 J. Smith Complete
15 Mar 2024 Investment Initial portfolio setup - Transact platform -£600,000 J. Smith, J. Smith Complete
15 Mar 2024 Settlement Initial settlement from John Smith +£500,000 — Complete
01 Apr 2024 Addition Additional settlement from John Smith +£250,000 — Complete
Trust Documents
Document Category Date Size Actions
📄 Trust Deed - Original
Executed copy
 Governing Documents 15 Mar 2024 2.4 MB
📄 Letter of Wishes
From Settlor
 Governing Documents 15 Mar 2024 156 KB
📄 Trustee Minutes - Nov 2024
Annual meeting
 Meeting Minutes 01 Nov 2024 89 KB
📄 Distribution Resolution
Thomas university fees
 Resolutions 28 Oct 2024 45 KB
📄 Property Deed - 42 Oak Lane
Title transfer
 Asset Documents 20 Jun 2024 1.8 MB
KYC Status
All Parties Verified ✓
TRS Registration
Registered ✓
Next Review Due
15 Mar 2025
Compliance Checklist
Requirement Status Last Completed Next Due Actions
HMRC Trust Registration (TRS) Complete 15 Mar 2024 —
Annual TRS Update Complete 01 Nov 2024 31 Jan 2026
Settlor KYC Verification Complete 15 Mar 2024 15 Mar 2027
Beneficiary KYC Verification Complete 20 Mar 2024 20 Mar 2027
Annual Trust Review Upcoming — 15 Mar 2025
10-Year Principal Charge Review Not Due — 15 Mar 2034

Compliance Dashboard

Monitor KYC, AML, and regulatory compliance

98.2%
Overall Compliance
1,519
KYC Verified
28
KYC Due (30 days)
3
PEP Matches
KYC Reviews Required
Person Trust Role Due Date Status
Robert Thompson
 Thompson DGT Settlor Today Overdue
Elizabeth Davies
 Davies IIP Trust Settlor In 3 days Due Soon
Michael Brown
 Brown Family Settlement Beneficiary In 7 days Due Soon
PEP Monitoring Alerts
Sir James Morrison
PEP Level 1 - Former MP
 Review Required
Lady Catherine Wells
PEP Level 2 - Family Member
 Cleared
Dr. Ahmed Hassan
PEP Level 2 - Associate
 Cleared

AI Document Drafter

Generate trust documents using AI

⚡
Document Drafter
AI-powered document generation
⚡
Hello! I'm your AI Document Drafter. I can help you generate:

• Trust Deeds (Discretionary, Bare, IIP, DGT)
• Trustee Meeting Minutes
• Distribution Resolutions
• Letters of Wishes
• Trustee Appointments/Retirements

What would you like to create today?
👤
I need to draft trustee meeting minutes for the Smith Family Trust. The meeting was held today, attendees were John Smith, Jane Smith, and Sarah Johnson from the trustees. We discussed and approved a distribution of £15,000 to Thomas Smith for education expenses.
⚡
I'll generate the trustee meeting minutes for the Smith Family Trust. Here's what I've prepared:
MINUTES OF MEETING OF THE TRUSTEES
THE SMITH FAMILY TRUST

Date: 5 December 2024
Time: [TIME]
Venue: [VENUE/Virtual Meeting]

PRESENT:
• John Smith (Settlor/Trustee)
• Jane Smith (Trustee)
• Sarah Johnson (Your Company Name)

1. QUORUM
It was noted that a quorum was present...

2. DISTRIBUTION TO BENEFICIARY
RESOLVED that the sum of £15,000 be advanced to Thomas Smith...

[Document continues - 3 pages]

Shall I:
1. Download the full document (Word format)
2. Make any changes to the content
3. Add additional agenda items
📜
Trust Deed
Generate a new trust deed
📝
Trustee Minutes
Create meeting minutes
💰
Distribution Resolution
Approve a distribution
✉️
Letter of Wishes
Draft settlor guidance
👤
Trustee Appointment
Appoint new trustee

KYC Extractor

Upload ID documents for automatic data extraction

Upload Documents
📄
Drop files here or click to upload
Supported: Passport, Driving Licence, Utility Bill, Bank Statement
PDF, JPG, PNG up to 10MB
Recent Extractions
🪪
Passport_JohnSmith.pdf
Uploaded 10 mins ago
Extracted
📄
UtilityBill_March2024.pdf
Uploaded 12 mins ago
Review Needed
Extracted Data Confidence: 98%
👤
John Andrew Smith
Document Type British Passport
Date of Birth 15 March 1965
Nationality British Citizen
Passport Number 123456789
Issue Date 22 August 2018
Expiry Date 22 August 2028
Place of Birth London, UK

Tasks

Manage your workflow

Task Trust Priority Due Date Assigned To
Complete KYC review
 Thompson DGT High Today Sarah Johnson
Annual review meeting
 Davies IIP Trust Medium Today Sarah Johnson
Process distribution request
 Smith Family Trust Low Today Michael Chen
Update beneficiary details
 Brown Family Settlement Medium Tomorrow Sarah Johnson
HMRC TRS update
 Evans Family Trust Low In 3 days Michael Chen

Clients & Contacts

Manage all persons associated with your trusts

Name Role(s) Associated Trusts KYC Status Risk Rating Last Updated
JS
John Smith
REF: CLI-001
 Settlor The Smith Family Trust Verified Low 28 Nov 2024
SS
Sarah Smith
REF: CLI-002
 Beneficiary The Smith Family Trust Verified Low 25 Nov 2024
TS
Thomas Smith
REF: CLI-003
 Beneficiary The Smith Family Trust Pending Low 20 Nov 2024
IT
Your Company Name Ltd
Professional Trustee
 Trustee 12 Trusts Verified Low 01 Dec 2024
RJ
Robert Johnson
REF: CLI-004
 Settlor Trustee The Johnson Trust Expired Medium 15 Oct 2024
MW
Margaret Williams
REF: CLI-005
 Settlor Williams Family Settlement Verified High (PEP) 10 Nov 2024

Document Library

All trust documents in one place

📜
Trust Deed
The Smith Family Trust
PDF 2.4 MB 15 Mar 2024
📝
Trustee Minutes - Nov 2024
The Smith Family Trust
PDF 856 KB 28 Nov 2024
💰
Distribution Resolution
The Smith Family Trust
PDF 420 KB 15 Nov 2024
✉️
Letter of Wishes
The Smith Family Trust
PDF 312 KB 15 Mar 2024
🪪
KYC - John Smith Passport
Identity Document
PDF 1.2 MB Verified
📊
Portfolio Valuation Q3 2024
The Smith Family Trust
PDF 1.8 MB 30 Sep 2024

AI Email Triage

Intelligent email classification and response suggestions

📥
Unread
23
🔴
Urgent
4
⏳
Awaiting Response
12
✅
Processed Today
45
Inbox
John Smith 10:34 AM
Distribution Request - University Fees
Dear Trustees, I would like to request a distribution of £15,000 for...
Urgent Distribution
HMRC Yesterday
TRS Update Required
Trust Registration Service - Annual update reminder for...
Urgent Compliance
Wilson Financial Advisers Yesterday
New Client Referral
Please find attached details for a new client who requires...
New Business
Brewin Dolphin 2 days ago
Q3 Valuation Report
Please find attached the quarterly valuation for the Smith...
Valuation
Sarah Smith 3 days ago
Re: Annual Review Meeting
Thank you for arranging. Tuesday at 2pm works well for me...
General
AI Analysis from: john.smith (CLI-001)
📧 Distribution Request - University Fees
Dear Trustees,

I would like to request a distribution of £15,000 from the trust fund to cover university tuition fees for Thomas for the upcoming academic year at Bristol University.

The payment is due by January 15th 2025. Please let me know if you need any additional documentation.

Kind regards,
John Smith
🤖 AI Classification
Distribution Request Urgent - Time Sensitive
Linked Trust: The Smith Family Trust
Linked Person: John Smith (Settlor), Thomas Smith (Beneficiary)
Amount Requested: £15,000
Purpose: Education - University Tuition
Deadline: 15 January 2025
✨ Suggested Actions
💬 Suggested Reply

Reports & Analytics

Business intelligence and reporting

🗂️
Total Trusts
47
+3 this month
💰
Total AUT
£18.4M
+£1.2M QoQ
📈
Monthly Revenue
£24,500
+8% MoM
✅
Compliance Rate
94%
+2% MoM
Assets Under Trust - Trend
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Trust Types
Discretionary 28
Bare Trust 9
Interest in Possession 6
Loan Trust 4
Available Reports
📊
AUT Summary
Assets under trust by type and value
🛡️
Compliance Report
KYC status, PEP monitoring, risk ratings
💰
Fee Analysis
Revenue by trust and fee type
📋
TRS Export
Trust Registration Service data
📈
Performance Report
Investment performance by trust
📁
Introducer Report
Referrals and commissions by IFA

Sales & CRM

Manage leads, IFA relationships, and sales pipeline

12
Total Leads
£2.4M
Pipeline Value
68%
Conversion Rate
4
Hot Leads
8
Active IFAs
New 3
Mr P. Thompson IFA
£650,000
Discretionary Trust
via Wilson Financial 2d ago
Mrs K. Okonkwo Direct
£280,000
Bare Trust
Website enquiry 3d ago
Dr R. Patel IFA
£450,000
Loan Trust
via Sterling Advisers 5d ago
Contacted 2
Mr & Mrs Chen IFA
£520,000
Discretionary Trust
Call scheduled Fri 1w ago
Ms A. Rossi Direct
£180,000
Bare Trust
Sent brochure 4d ago
Meeting 2
Mr J. Williams IFA
£1,200,000
Discretionary Trust
🔥 Meeting Mon 10am 2w ago
Mrs S. Davies IFA
£380,000
IIP Trust
Met last week 2w ago
Proposal 3
Mr A. Khan IFA
£890,000
Discretionary Trust
🔥 Awaiting signature 3w ago
Mrs B. Taylor Direct
£250,000
Bare Trust
Proposal sent 1w ago
Dr & Mrs Osei IFA
£720,000
Discretionary Trust
🔥 Final review 4w ago
Won 2
Mr C. Brown IFA
£420,000
Discretionary Trust
✓ Trust established This month
Mrs L. Green Direct
£310,000
Bare Trust
✓ Trust established This month
Lead Trust Type Est. Value Source Stage Last Activity Assigned To
Mr J. Williams
 Discretionary £1,200,000 IFA Wilson Financial Meeting Meeting scheduled Mon Sarah J.
Mr A. Khan
 Discretionary £890,000 IFA Premier Wealth Proposal Awaiting signature Michael C.
Dr & Mrs Osei
 Discretionary £720,000 IFA Sterling Advisers Proposal Final review Sarah J.
Mr P. Thompson
 Discretionary £650,000 IFA Wilson Financial New Received 2 days ago Unassigned
Mrs K. Okonkwo
 Bare Trust £280,000 Direct Website New Website form 3d ago Unassigned
IFA & Introducer Partners
Firm Primary Contact Referrals (YTD) Conversion Total Value Status
Wilson Financial Advisers
London, EC2
 James Wilson 8 75% £2.1M Active
Sterling Advisers
Manchester
 Sarah Sterling 5 80% £1.4M Active
Premier Wealth Management
Birmingham
 David Premier 3 67% £890K Active
Highland Financial
Edinburgh
 Fiona MacLeod 2 100% £620K Active
Coastal Wealth Partners
Brighton
 Peter Coastal 0 - - Onboarding
IFA Performance
Wilson Financial £2.1M
Sterling Advisers £1.4M
Premier Wealth £890K
Highland Financial £620K
Quick Actions
Recent Activities
📞
Call with Mr J. Williams
Confirmed meeting for Monday 10am. Client very interested, wife also wants to attend.
Sarah J. • Today at 2:30pm • Lead: Mr J. Williams
📧
Email sent to Mr A. Khan
Sent final proposal with updated fee structure. Awaiting signature.
Michael C. • Today at 11:15am • Lead: Mr A. Khan
👥
Meeting with Dr & Mrs Osei
Initial consultation completed. Explained discretionary trust benefits. Very positive response.
Sarah J. • Yesterday at 3:00pm • Lead: Dr & Mrs Osei
📝
Note added for Mrs S. Davies
Client prefers email communication. Husband handles investments.
Michael C. • Yesterday at 10:00am • Lead: Mrs S. Davies
📞
Call with James Wilson (IFA)
Discussed new referral - Mr P. Thompson. High net worth client looking for IHT planning.
Sarah J. • 2 days ago • IFA: Wilson Financial
Upcoming Tasks
Meeting: Mr J. Williams
Monday 10:00am
Follow-up: Mr A. Khan
Tuesday - Chase signature
Call: Mrs K. Okonkwo
Wednesday - Initial contact
Email: Sterling Advisers
Friday - Monthly update
Activity Stats
12
Calls This Week
28
Emails Sent
4
Meetings
6
Proposals

Settings

Manage your organization and preferences

🏢 Organization
👤 My Profile
👥 Team Members
🔗 Integrations
🔔 Notifications
🛡️ Security
💳 Billing
🤖 AI Settings
Organization Settings

Branding

IT

Default Settings

Agent Orchestrator

7 specialist AI agents · 94.2% automation rate · All systems operational

⚡
Automation Rate
94.2%
+6.1% this month
◈
Tasks Today
156
23 remaining
⏱
Avg Response
1.4s
-0.3s improvement
⚠️
Escalations
3
-67% vs last week
Trust Director — Central Orchestrator● ALL SYSTEMS ONLINE
◈
TRUST DIRECTOR v3.2
⬡
Compliance
● Active · 99.98%
◇
Distribution
● Active · 99.97%
△
Tax Engine
● Active · 99.99%
▣
Document
● Active · 99.95%
◉
Voice AI
● Active · 99.96%
⬢
Risk & Audit
● Active · 99.99%
Agent Activity Feed● LIVE
TRS filing submitted for Harrington Family Settlement
09:42 · Complete · ⚡ AUTO
Distribution £12,500 approved — school fees (Davies Will Trust)
09:41 · Complete · ⚡ AUTO
Inbound call from J. Whitmore — entitlement query resolved in 1m42s
09:40 · Complete · ⚡ AUTO
IHT 10-year charge calculation for Harrington — £48,200
09:39 · Active · ⚡ AUTO
Trustee resolution auto-drafted — Singh Family A&M Trust
09:38 · Review · 👤 HUMAN REVIEW
⚠ Anomaly flagged: address change to Isle of Man (Whitmore IIP)
09:37 · Escalated · 👤 HUMAN REVIEW
Daily compliance sweep — 47 trusts checked, 0 issues
09:36 · Complete · ⚡ AUTO
AML screening — 12 beneficiaries cleared across 4 trusts
09:35 · Complete · ⚡ AUTO

Voice AI Centre

24/7 voice support · 47 calls today · 98.4% resolved autonomously

📞
Calls Today
47
+12 vs yesterday
✅
AI Resolved
98.4%
+2.1%
⏱
Avg Duration
2m 14s
-18s improvement
⚠️
Escalated
1
-3 vs yesterday
▸
TAP TO ACTIVATE
Biometric verification · MFA · End-to-end encrypted
Sample TranscriptCall #47 · J. Whitmore · 09:40
▸ Caller: "I need a distribution from my trust for university fees."
◉ Agent: "Good morning. Identity verified via voiceprint. I can see your IIP trust. The £15,000 is within your income entitlement. Shall I prepare the BACS payment?"
▸ Caller: "Yes please. And can you generate the R185?"
◉ Agent: "BACS payment initiated — estimated arrival Wednesday. R185 certificate generating now and will be emailed to you within the hour. Your remaining entitlement this year is £27,300. Anything else?"
▸ Caller: "No, that's perfect. Thank you."
◉ Agent: "You're welcome. Call duration: 1 minute 42 seconds. Goodbye."
Today's Call Log● LIVE
TimeCallerTrustTopicDurationAuthResult
09:41J. WhitmoreWhitmore IIPDistribution request1:42VoiceprintResolved
09:28S. DaviesDavies Will TrustBalance query0:58PIN + OTPResolved
09:15A. SinghSingh A&MDeed interpretation4:23VoiceprintEscalated
08:52Mrs HarringtonHarrington SettlementFee query2:10PIN + OTPResolved
08:30R. PembertonPemberton CharitableMeeting request1:35VoiceprintResolved

Risk & Audit

Proactive anomaly detection · Full audit trail · Regulatory defence

⚠️
Active Anomalies
1
🔴
Critical
0
📋
Audit Events
1,247
✅
Traceability
100%
⚠ Active AlertAWAITING DECISION

Address Change Anomaly — Whitmore & Partners IIP

Beneficiary M. Whitmore changed registered address from London to Isle of Man (flagged jurisdiction). Distribution D-040 (£8,400) has been automatically paused. AML re-screening initiated. Trustee review required before releasing funds.

Detected: 09:37 today
Agent: Risk & Audit
Risk Score: 7.2/10
Audit TrailLast 24 hours · 1,247 events
TimeEventTrustAgentRisk
09:42TRS filing submittedHarrington SettlementComplianceLow
09:41Distribution approved £12,500Davies Will TrustDistributionLow
09:37Address change — IoM flaggedWhitmore IIPRisk & AuditHigh
09:36Daily compliance sweepAll (47)OrchestratorLow
09:35AML screening — 12 clearedMultiple (4)ComplianceLow
09:20Beneficiary DOB milestone alertSingh A&MOrchestratorMedium

Distributions

12 today · £187K processed · 10 auto-approved

📤
Today
12
💷
Total Value
£187K
⚡
Auto-Approved
10
⏳
Pending Review
2
Distribution Pipeline
RefTrustBeneficiaryAmountTypeMethodR185Status
D-044HarringtonJ. Harrington£15,000IncomeBACS✓Complete
D-043DaviesS. Davies£12,500CapitalBACS✓Complete
D-042SinghA. Singh£85,000CapitalCHAPS⏳Review
D-041PembertonSt Mary's School£25,000GrantBACSN/AComplete
D-040WhitmoreM. Whitmore£8,400IncomeBACS⏳Paused
D-039BarrettT. Barrett£3,200IncomeBACS✓Complete

Tax Engine

IHT charges · R185 certificates · SA900 filing · CGT tracking

🏛
IHT Pending
8
📄
R185 Issued
28/32
📋
SA900 Due
6
⚡
Auto-Calculated
94%
Upcoming Tax Events
TrustEventDue DateEstimated LiabilityAgentStatus
Harrington Settlement10-Year IHT Charge15 Apr 2025£48,200Tax EngineCalculating
Singh Family A&MExit Charge (age 25)01 Jun 2025£12,800Tax EngineReview
Barrett Bare TrustSA900 Filing31 Jan 2025£3,450Tax EngineFiled
Whitmore IIPCGT on Disposal05 Apr 2025£6,150Tax EngineCalculating
Pemberton CharitableGift Aid Reclaim31 Mar 2025£14,200Tax EngineSubmitted

Marketing Suite

Campaigns · Email automation · Content library · ROI tracking

📣
Active Campaigns
5
👥
Leads Generated
113
✅
Conversions
20
📈
Avg ROI
310%
Campaigns
CampaignTypeStatusReachLeadsConversionsROI
IHT Planning Webinar SeriesWebinarActive2,400478340%
IFA Partner Recruitment Q1EmailActive850233210%
Trust Modernisation GuideContentActive1,200 dl315280%
Year-End Tax Planning AlertEmailScheduled1 Mar———
Family Office RoundtableEventComplete180124520%
Content Library
IHT Planning Guide
PDF · Updated Jan 2025
342 downloads
Why Trusts Need AI
Blog Post · Feb 2025
891 views
IFA Partnership Brochure
PDF · Dec 2024
156 downloads
Webinar: Trust Modernisation
Video · Jan 2025
234 views
Email Automations
Welcome Sequence
5 emails · 72% open rate
Active
IFA Nurture Flow
8 emails · 45% open rate
Active
Client Onboarding
3 emails · 89% open rate
Active
Annual Review Reminder
2 emails · 61% open rate
Paused

IFA Partners

6 active partners · £78.5M AUM · £117K commission paid

🤝
Active Partners
6
📊
Total Referrals
41
💰
Total AUM
£78.5M
💷
Commission Paid
£117K
Partner Directory
FirmContactTierReferralsAUMCommissionStatus
Ingenious Wealth PartnersMark ThompsonPlatinum14£28.4M£42,600Active
Apex Financial PlanningRachel GreenGold8£14.2M£21,300Active
Sterling Advisory GroupDavid ChenPlatinum11£22.1M£33,150Active
Meridian Wealth MgmtSophie WilliamsSilver5£8.7M£13,050Active
Hartley & AssociatesJames HartleyNew0——Onboarding
Northgate Private ClientsEmma ClarkeSilver3£5.1M£7,650Active
Commission Tiers
Platinum
0.15% AUM£20M+ referred
Gold
0.12% AUM£10M–20M referred
Silver
0.10% AUMUnder £10M referred