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.
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