uWealth
A custom sales team management system built for an advisory agency under a leading insurer — their first step beyond spreadsheets. Not a generic CRM: a sales engine shaped around how they actually lead a team.
Great for one adviser — not for leading a team.
They'd run the whole practice on Excel for years — never a CRM. For one adviser, a spreadsheet is fine. Where it broke was the team: keeping the right follow-up rhythm with each FSC — not smothering one while another goes weeks without a check-in — and lining up senior time with each adviser without the endless back-and-forth. The gaps were never in any one person; they lived in the spaces between people, where a spreadsheet can't reach. That's exactly what we built uWealth to close.
Four jobs, one system — all built to fit.
Every part earns its place by removing friction the team felt every day:
A daily loop for every adviser
The home screen opens on who to follow up first — overdue people surface to the top. Logging a call is one tap and a few spoken words; the admin that used to eat the evening just disappears.
Eyes for the leader
Signals surface who needs a nudge, who's being over-managed, and who's gone quiet — so a leader holds the right follow-up rhythm with every FSC, and books senior time where it counts, instead of finding out too late.
Memory that compounds
Every logged conversation layers onto a living client memory. Months later, re-opening is natural — the last thing they mentioned is right there — instead of a cold, awkward restart.
The numbers they already trust
Their existing sales tracking, leaderboard and pipeline — kept, but always current and effortless to update, so the team competes on real, live figures rather than a stale spreadsheet.
Built for daily use — on the phone, in the field.
Designed mobile-first, because that's where the work actually happens — in a lift lobby, between meetings, in the car.
An AI brief built from everything logged, the next best move, and live opportunities.
Everyone tagged Hot, Potential or To-call — always current, never a stale spreadsheet.
It's theirs — and it changes with them.
Every other CRM is a fixed product; "customisation" means flipping switches someone else decided. uWealth is genuinely the team's own: add a feature this month, drop one the next, reward a behaviour and watch it get built in. Six months from now it looks different, because the team does. That's the whole point of building custom instead of renting off the shelf — it grows around you rather than boxing you in.
Built for teams that sell advice.
Financial advisory agencies, independent financial adviser (IFA) firms, insurance sales teams — the ones still holding it together on spreadsheets and WhatsApp. If you lead advisers rather than just manage clients, an off-the-shelf CRM was never built for you. This was — and it can be built around your agency too.
Product, design, build, AI and hosting — under one roof.
No agency, no handoffs. One studio, built by someone who's also run and grown a team — which is exactly why it fits how the work is really done, not how a product manager three companies away imagined it.
Is this right for my agency?
Isn't this just another CRM?
No. Off-the-shelf CRMs are built to store contacts and sell to companies. uWealth is a sales-team management system — built around how an advisory team actually runs: follow-up rhythm with each adviser, coaching, and the leader's early-warning view. The contact list is just where it starts.
We run on Excel and it works — why change?
Excel is fine for one adviser. Across a team it can't hold the follow-up between a leader and each adviser, or show you who's quietly slipping before they resign. Those gaps live in the spaces between people — exactly what a spreadsheet can't reach.
Can it be shaped to our exact process?
Yes — it's custom-built and keeps evolving. Add a feature this month, drop one the next, reward a behaviour and watch it get built in. It grows around your process instead of boxing you in.
Is it built for financial advisers specifically?
Yes. It's designed for advisory teams — agencies, IFA firms and insurance sales teams — not a generic tool bent to fit. The workflows are the ones advisers and their leaders actually use.
How is it different from Salesforce or HubSpot?
Those are fixed products you configure around. This is yours — built to your process, hosted and supported by one studio, and a fraction of what a comparable custom setup costs. It changes as your team changes.
This is the sales engine. Most agencies start one step earlier.
Before a new adviser can sell, they have to pass their CMFAS papers — and that's where agencies quietly lose the people they just recruited. We help with both: exam prep that gets new hires through first, then the sales engine you just saw.
See how we help agencies end to end →Need a tool built around how you work?
If your team's outgrowing spreadsheets and no off-the-shelf product quite fits, that's exactly what I build — and keep building with you. Let's talk.
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