Where Wealth
Meets
Intelligence
AI-powered platform migrations, intelligent data integration, and digital transformation for UK wealth management firms — rapidly, compliantly, and at scale.
Trusted by wealth management leaders
End-to-end capability across the wealth tech stack
From legacy CRM to AI-native platforms — we design, build, and govern the technology that moves wealth management forwards.
Platform Migration
Rapid, compliant migrations across all 14 major UK investment platforms — with dual-perspective MI showing both adviser and DFM views throughout the transition. Zero data loss. Full FCA audit trail.
View case studies →AI Code Governance
SGD — our AI code governance GitHub App — enforces specification compliance, drift detection, and audit trails for regulated firms shipping AI-generated code.
Explore SGD →Client Onboarding Portal
FCA-compliant suitability and acceptance portals that guide clients and advisers through platform transitions — built in 48 hours, not months.
Learn more →CRM Modernisation
AI-assisted migration from Intelliflo, Iress, and Curo to Plannr — with full data validation, workflow preservation, and adviser continuity.
Our approach →Investment Analytics
Automated client valuations with dual MI perspective — LLP/DFM and FP/adviser views — across all 14 major investment platforms via our FINIO data integration spine.
See the dashboard →Agentic AI Framework
Our five-layer AI architecture — engagement, orchestration, integration, data, and Azure — gives IFA firms enterprise-grade AI aligned with PE acquisition readiness.
The framework →The WTP Migration Lifecycle
A rigorous five-phase methodology that delivers compliant, zero-data-loss migrations from legacy to digital-native platforms.
We work with firms at every stage of their digital journey
From boutique IFA practices to multi-billion AUM platforms — our services scale with you.
Mid-size DFM / Platform
Firms managing £500m–£5bn AUM that need to migrate from legacy infrastructure to a modern platform without disrupting client relationships or FCA reporting obligations.
IFA / Financial Planning Firm
Advice businesses preparing for PE acquisition or network consolidation that need AI-native tooling, clean data, and FCA Consumer Duty compliance built-in from day one.
Platform Re-platforming
Wealth platforms replacing ageing core systems — Intelliflo, Iress, or Curo — with modern CRM infrastructure while preserving every adviser workflow and client record.
AI-Transformation Ready
Progressive firms that want to move beyond chatbots to genuine agentic AI — automating valuations, suitability assessments, and client reporting with full governance.
Built by people who've done this before
We combine deep wealth management domain expertise with enterprise engineering — no generalist consultants, no offshore handoffs.
Dave Howard
Founder & CEO
30 years in wealth management technology. Former platform director with direct experience of the migrations our clients face. Dave founded WTP to give firms access to expertise previously only available to the largest institutions.
Rob Duncan
Enterprise Agentic AI Architect
Enterprise architect with 20+ years building high-value technology for FTSE 100 firms. Specialist in agentic AI systems, cloud-native migration, and regulated platform engineering. Built a fully FCA-compliant suitability onboarding portal in 48 hours.
Ready to accelerate your platform?
Whether you're planning a migration, exploring AI integration, or need a compliant data foundation — let's talk. We typically respond within one business day.