For UK IFAs and wealth managers
Give your clients a real net-worth view — under your brand
Fieldwell's adviser channel lets your firm bring companies, dividends, EOT loan notes, and household net worth together for every client — under your logo, with an audit log that stands up to compliance review.
White-label
Your firm's logo, brand colour, and display name across every household you manage. Custom subdomains available on request.
Impersonation with audit
Sign in as yourself, select a household, act inside their data. Every action is logged against your adviser account — not the household.
Multi-household access
Households can be served by primary, paraplanner, covering, and compliance seats — modelled as a join table, not a rigid single-adviser link.
Household-side control
Households can grant read-only or read-write access per adviser, and revoke it at any time. Consent is explicit and audited.