Offerings

A confidence platform, not a single questionnaire.

Start with the core Index and add the pieces your firm needs — extra question sets, your own brand, the integrations you run, and benchmarks built from the whole book.

The core

Core Index

The 16-question Financial Confidence Index, weighted across four pillars into a single 0–100 score. Branded PDF reports after every submission, and uplift tracked automatically as clients answer again over time.

16 questions · four weighted pillarsBranded reports & immutable submissionsUplift tracked client-by-client and book-wide

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 actually needs.

White label

The whole client experience under your firm’s brand — your logo, colours and domain on every questionnaire and report. Clients see you, not us.

Integrations

Plannr in beta

Reports file straight into Plannr, the questionnaire embeds on any website, and every report exports cleanly to any back office. Built to live inside your CRM, not beside it.

Open API coming soonIntegrate with Uplift directly from your own systems.

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.

Want a founding place when the doors open?