White‑Label Faculty — Niche Tools
Package specialist calculators and workflows into an advisory offer only your firm delivers.
Turn Sector Knowledge Into Branded Digital Services.
Create focused client experiences for the industries, business models and decisions your firm knows best.
Specialist toolkit
Tools
8
Workflows
4
Clients
24
Faculty adoption
+12.8%BRAND APPLIED
clients.yourfirm.co.uk
Specialisation is easier to sell when your expertise is packaged into a clear, repeatable client experience.
Offer focused tools that make your sector expertise visible before the first meeting.
Combine the tools and workflows that fit each specialist service line.
Turn a repeatable advisory method into a branded digital product.
Package focused models for the commercial questions your niche asks most.
Guide clients through a consistent process from inputs to actions.
Deliver relevant measures and recommendations under your brand.
Track the financial and operating drivers specific to a sector.
Combine forecasting, valuation, reporting and KPIs into one offer.
Launch without maintaining the software infrastructure yourself.
Position each niche faculty as a named offer within your wider firm brand.
Tailor labels, assumptions and measures to the way your niche operates.
Apply the same high-quality workflow consistently across a client segment.
Run separate propositions for regions, sectors 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 →A niche tool is a focused calculator, scorecard, workflow or report designed around a particular sector or advisory decision.
Yes. Your platform can combine niche tools with reporting, forecasting, valuation and client portal faculties.
Yes. Client-facing niche tools follow the same logo, colours, domain and report identity as your platform.
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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Your domain, your client login.
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Specialist financial tools, delivered as a branded advisory service.