Advice changes how clients feel about money. Now you can measure it.
Uplift scores your clients’ financial confidence before and after advice — then turns the improvement into evidence you can show clients, prospects and the regulator.
Clients don’t buy pensions. They buy peace of mind.
Every firm can report performance in pounds and percent. Almost none can show the thing clients pay for: confidence about their financial future. If you don’t measure it, you can’t prove it — not to the client renewing their fee, and not to the regulator.
Make the annual review land
Score clients before and after each review. A visible confidence uplift reframes the conversation from “what did the market do” to “look how far you’ve come”. That’s the case for the ongoing fee.
Win prospects with proof
A claim like “our clients see an average 24-point rise in financial confidence in year one” is one your competitors can’t copy, because it’s built from your own client data.
Evidence the outcomes the Duty asks about
Satisfaction surveys show clients like you. A confidence index shows clients are measurably better off because of your advice, and leaves a structured, time-stamped audit trail.
From link to evidence in three steps.
No client portals to explain, no passwords to reset. Uplift fits the moments your firm already has: onboarding, plan delivery and the annual review.
Send a magic link
The invitation goes out under your name. Your client opens a secure link on any device and answers 16 plain-English statements. Around four minutes, start to finish.
We score four pillars
Responses are weighted across Clarity, Confidence, Control and Progress into a 0–100 Financial Confidence Index. Submissions lock the moment they’re made, so every score is a permanent record.
Report, uplift, repeat
A co-branded PDF lands with the client and files against their record in your CRM. Re-run it at each review and the uplift builds, client by client and across the whole book.
Want to feel step one for yourself? See what your clients see → — the full check-in on illustrative data, about four minutes.
One score. Four pillars. Talking points for every review.
A single 0–100 number is easy to track. The pillar breakdown underneath is where advisers find the conversation — a client can be clear on their position yet anxious about the future, and the Index shows you exactly that.
Start with the Index. Add what your firm needs.
The core Index comes first. Around it sit extra question sets, your own brand, the integrations you run, and benchmarks built from the whole book.
Core Index
The 16-question Financial Confidence Index, weighted across four pillars into a single 0–100 score. Co-branded PDF reports after every submission, and uplift tracked automatically as clients answer again over time.
Goal modules
Add-on question sets layered on the core score — retirement, IHT & estate, business owners, at-retirement and protection — so the Index speaks to the advice that client needs.
White label
The whole client experience under your firm’s brand: your logo, colours and domain on every questionnaire and report. Clients see your firm at every step.
Integrations
CRM integrations coming soonThe questionnaire embeds on any website, and every report exports cleanly for your back office. Direct CRM integrations are in development — tell us which one you use when you register and we’ll prioritise it.
Firm benchmarking
See your book’s confidence against itself — and, in time, against an anonymised industry benchmark built from aggregated scores. The data asset that turns individual reports into a market view.
Founding places open in small cohorts.
We’re gauging interest before we open the doors. Register your firm and we’ll be in touch as your cohort opens. Founding firms get founding terms and a proper onboarding.
No price commitment · we’ll only use this to contact you about founding places · privacy notice.
The short answers.
No. Uplift is a client experience measurement tool. It asks clients how confident they feel and reports the results — it doesn’t assess suitability, recommend products or provide advice of any kind. Advice remains entirely with your firm.