White‑Label Faculty — Dashboard
Live, branded financial dashboards for every client — and one portfolio view for your advisers.
Give Every Client a Dashboard That Carries Your Name.
Revenue, margin, cashflow and risk in a single branded view your clients actually understand.
Revenue
£96.7k
Margin
41.2%
Runway
7.4 mo
Portfolio trend
Last six months
Your branding live
clients.yourfirm.co.uk
A dashboard is the first thing a client sees and the last thing they remember. This one belongs to your firm.
Upload your logo and set your colours — the whole dashboard follows your firm's identity.
Plain-language panels replace spreadsheets, so advisory conversations start informed.
Every new statement or analysis flows straight into the dashboard your clients see.
One adviser screen ranking every client by performance, risk and work outstanding.
Rolling six and twelve-month movement so clients can see direction, not just totals.
Clients needing action surface at the top of the adviser view automatically.
The same branded experience on desktop in a meeting or on a phone between them.
Margin erosion, cash gaps and concentration risk highlighted before they escalate.
Decide exactly which panels each client sees inside their branded workspace.
Serve the dashboard from clients.yourfirm.co.uk so the experience never leaves your brand.
Aggregate performance across your book to spot service and upsell opportunities.
Run separate branded dashboards per office, region or sub-brand on WL Enterprise.
Every tier is fully branded. Your tier sets the client cap, adviser seats and which add-ons are included.
£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 the dashboard 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 →No. The dashboard carries your logo, colours and domain only.
Yes. Every panel is built for phone, tablet and desktop.
Yes. Advisers get a portfolio view across the whole book, within your licence cap.
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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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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Your domain, your client login.
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Sector-specific advisory tools.
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Branded financial dashboards, ready to hand over today.