Intake replaces PDF packs and paper forms with a beautiful, intelligent digital experience. Your clients complete onboarding in minutes. Your compliance team gets a full audit trail. Your advisers get their time back.
PDF packs emailed to clients — printed, signed, scanned, lost
Advisers spend hours chasing missing information and signatures
Consumer Duty requires demonstrable client-centric processes
Source of Wealth compliance is inconsistent and poorly documented
First impressions damaged before advice has even started
Data sits in PDFs — not your CRM, not your compliance system
A complete digital onboarding platform built specifically for FCA-regulated financial advisers and wealth managers. From first meeting to compliant application — in one place.
Eight structured sections — Personal, Financial Profile, Employment, Income, Source of Wealth, Source of Funds, AML, and Review. Adaptive questioning that only asks what is relevant, with section-level progress tracking and autosave throughout.
Upload a meeting transcript — Teams, Zoom, Otter.ai, or iPhone Voice Memos. Intake extracts data points automatically and pre-populates the fact find. The transcript is stored against the client record as a permanent audit artefact. Completion time drops by over 60%.
AI-powered →Configure a personalised pack of forms for each client — individual or joint — and send via secure link in 60 seconds. Track completion in real time. Remind, resend, or complete on the client's behalf directly from the briefcase panel, with adviser-mode entries recorded separately in the audit trail.
Source of Wealth intelligence with 1% threshold rule, automatic risk scoring, and EDD triggered exactly when it should be. KYC, AML, PEP status, vulnerability flags, and FATCA/CRS — all built into the form logic. Every field tagged with source, timestamp, and confirming adviser.
ISA, SIPP, GIA, JISA, and AIM applications — all built in and pre-populated from the fact find. Data collected once, used everywhere. No re-keying. Joint applications handled natively with separate primary and secondary applicant records throughout.
Invite advisers, paraplanners, compliance officers, and practice managers. Role-based access controls mean everyone sees exactly what they need. Assign multiple team members to a client. AUM and pipeline metrics broken down by adviser across the firm.
Message clients directly from within Intake — no switching to email. Quick-action chips for common messages: form reminders, thank-you notes, scheduling prompts. Every message thread stored against the client record as part of the communication audit trail.
Clients receive a secure, tokenised link — no account creation required. The portal displays your firm's name, logo, and brand colours. The assigned adviser's name and contact details are shown prominently. Fully mobile-responsive from first load to final submission.
Firm-wide pipeline with AUM value at every stage. Per-adviser performance breakdown. Needs Attention alerts for stalled onboardings. Real-time activity feed showing data extractions, client updates, and completions. One view for principals and practice managers to see the full picture.
Your adviser just spent an hour getting to know a new client. That conversation contains everything needed for the fact find. Intake reads it and fills the forms in — automatically. The transcript is stored against the client record for future reference and compliance.
A simple four-step process that transforms how your firm onboards clients.
The Intake dashboard gives principals and practice managers a real-time view of every onboarding in progress — with AUM value at each stage, per-adviser performance, and intelligent alerts for anything that needs attention.
Clients receive a single secure link — no account creation, no password, no friction. The portal is fully white-labelled, mobile-responsive, and shows exactly what they need to complete next.
Message clients directly from their record — no switching to email, no losing track of conversations. Every message is stored in the client's history as part of the communication audit trail.
Every section is structured around what a principal or compliance officer actually needs to see — not a lowest-common-denominator form. Advisers can complete sections on behalf of clients, with entries clearly flagged as adviser-entered in the immutable audit trail.
Every form, every field, every piece of logic is designed around UK regulatory requirements. Not retrofitted — built this way from the start.
One subscription per firm. No per-client fees, no usage caps, no surprises. Annual plans include two months free.
50+ advisers? Enterprise pricing available. Get in touch →
"The onboarding experience is the first thing a new client actually experiences. If it is painful, they start the relationship on the back foot — before you have had the chance to show them the quality of your advice."
Intake is built on Supabase — infrastructure that carries ISO 27001, SOC 2 Type II, and HIPAA certification. Workthru Ltd (the company behind Intake) is pursuing its own Cyber Essentials certification. Here is exactly what is certified, and by whom — no blurring of the lines.
Infrastructure certifications are held by Supabase Inc. and apply to the platform Intake runs on. Workthru Ltd is a data processor acting on behalf of adviser firms. Full details in our Privacy Policy and Supabase Security page.
Every client-facing form carries your firm's logo, colours and identity. From the first email your client receives to the final signature, it looks and feels like your product — not a third-party tool.
Book a 30-minute demo and we will show you exactly how Intake works for your firm — including the AI transcript extraction live.
No commitment required • 30-minute call • Live product demo