White‑Label Faculty — Client Portal
Give every client a secure financial workspace that looks and feels like your firm.
One Branded Place for Every Client Interaction.
Dashboards, reports, document requests and adviser updates stay organised behind one client login.
Client workspace
Reports
12
Requests
2
Status
Current
Recent activity
+12.8%PORTAL SECURE
clients.yourfirm.co.uk
A consistent digital front door improves client experience while keeping sensitive work organised and separate.
Clients sign in through your domain and see your firm's identity throughout.
Each client only sees the records, reports and requests assigned to them.
Bring document requests, completed work and updates into one organised workspace.
A focused client start screen with the latest figures, reports and actions.
Collect statements and supporting files inside the client workspace.
Keep current and historic reports available in one place.
Publish concise notes, recommendations and next steps.
Notify clients from your firm's identity when something is ready.
Control access for client contacts and members of your adviser team.
Host the client experience at a domain such as clients.yourfirm.co.uk.
Choose which faculties, reports and records are visible to each client.
See when clients access reports, upload documents or complete requests.
Operate separate branded environments for offices or sub-brands on Enterprise.
Choose the licence that fits your client book. Every tier is fully branded — your tier sets client capacity, adviser seats and included add-ons.
£99 /month
Enquire to activate
Entry-level branding for advisers testing white-label delivery.
£149 /month
or £1,490 per year
For solo bookkeepers and small practices going branded.
£399 /month
or £3,990 per year
For growing advisory firms managing a real client book.
£899 /month
or £8,990 per year
For multi-office firms and CFO practices at scale.
Client caps shown here are indicative. Your live cap and adviser seats follow the licence active on your account.
Extend your platform as your practice grows. Add-ons unlock automatically at the tier shown.
Cashflow and scenario forecasting under your firm's brand.
Included from WL Professional
Business valuation models and advisory-ready valuation reports.
Included from WL Enterprise
Extended KPI library with benchmarks and traffic-light scoring.
Included from WL Professional
Document requests, messaging and per-client permissions.
Included from WL Professional
Your logo, colours and cover pages across every exported report.
Included from WL Basic
Ready-made review packs for monthly, quarterly and year-end work.
Included from WL Professional
Separate branded tenants for each office, region or sub-brand.
Included from WL Enterprise
Named support contact with accelerated response times.
Included from WL Professional
On a lower tier? Add-ons unlock the moment your licence is upgraded.
Compare WL tiers →Yes. Custom domain support is included from WL Professional.
No. Every client workspace is isolated and only exposes the content assigned to that client.
Yes. Adviser permissions scale with your licence and client access is managed per workspace.
Eight modular faculties, one branded platform. Add the faculties your firm sells and leave the rest switched off.
Branded accounting delivery for advisory firms.
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One branded command centre for every client.
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Advisory-ready report packs.
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Cashflow and scenario planning.
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Valuation models and reports.
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Benchmarked KPI tracking.
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Sector-specific advisory tools.
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A secure branded portal for every report, document and next step.