A read-only dashboard showing per-client AUM, fees, and cost-to-serve, ranked by profitability. Intelliflo first. Iress, Curo, Plannr and other back-office systems on the roadmap. £250 firm month.
Lens shows you in 60 seconds, then ranks them.
That changes every conversation about ongoing fees, sub-threshold service, and Consumer Duty evidence.
AUM, adviser charges, platform charges, cost-to-serve, net contribution. One row per client. Threshold cut-off you set.
Keep, restructure, drop, or hand to a Pillar review. Numbers ground every conversation. Audit trail logged.
A single read-only view of your Intelliflo book. Nothing leaves your tenant. No data is shared with third parties. No advice given. No regulated activity.
Aggregates platform values across providers. One row per client, current as of last sync.
Adviser charges, platform charges, ongoing fees. Annualised. Net of rebates where logged.
Time entries against client. Default rate or your firm rate. Net contribution per client surfaced.
Top 10, bottom 10, threshold cut-off. Use the cut-off to decide who to keep, drop, restructure, or hand to a Pillar review.
Clients below your profitability cut-off flagged. Consumer Duty evidence of where ongoing value cannot be delivered at current fee.
OAuth-scoped read access only. No writes to your back office. No exports outside your firm without explicit action by you.
Lens starts with Intelliflo because that is where the largest pool of UK IFA firms sit. The data model, OAuth pattern, and reconciliation logic are platform-agnostic. Other back-office systems join in priority order.
No public dates. Priority follows demand from signed firms. Talk to us if your back office isn't on this list.
You know there's a tail of clients below your profitability cut-off. Lens shows you exactly who, today, with the numbers.
FCA expects you to evidence that ongoing fees deliver ongoing value. Lens produces the per-client view that grounds the conversation.
Buying a retiring adviser's book? Lens reconciles inherited Intelliflo data so you know what you actually bought before integration.
Take Lens on its own, or bundle it with the Pillar client review service for the segment that costs more to service than it generates.
For firms that want the dashboard, not the reviews.
For firms that want sub-threshold clients reviewed under their brand.
What if our adviser charges or platform charges aren't logged consistently in Intelliflo?
Lens flags inconsistencies on day 7 in the data reliability check, with a remediation list. No IFA's data is perfect. Lens is built around that, not despite it.
Is Lens regulated activity?
No. Lens is a read-only data tool. It does not give advice, does not transact, does not handle client money. Pillar Client Services is the data processor under your firm's authority. DPA addendum supplied at signing.
What does the 30-day onboarding look like?
Day 1, OAuth scope granted to the Pillar app on your Intelliflo tenant. Day 7, first reliability check on the data pull. Day 14, dashboard live with your real book. Day 30, first MI review with Pillar.
We don't run on Intelliflo. When does Lens support our back office?
Tell us. Roadmap priority is set by signed-firm demand. Iress is next, Plannr is on the list, others follow. Early-firm engagement on a non-Intelliflo platform usually accelerates that platform up the queue.
Live walkthrough using real Paterson Financial Planning data so you see what the dashboard actually does. No deck, no pitch. If it does not earn 20 minutes back, drop us.
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