One workspace for your client book
Pyon Wealth puts fact-finds, risk profiles, pensions, tax and suitability reports on one map for each client.
From the first fact-find to the annual review.
Each part of the advice process sits on the client's record, so the review pack can draw on all of it.
Risk profiling
Eleven questions score attitude to risk and capacity for loss, and the client's tier is the lower of the two on a scale of 1 to 10.
Suitability reports
Drafts are generated from the client record, you write the rationale for each goal, and the finished report carries your firm's branding.
Model portfolios
A library of tier-mapped models matches each client to the highest model at or below their risk tier and shows drift against it.
Stress tests
Six stylised asset-class shocks show how a client's portfolio might fare in a bad year.
Tax planning
ISA, pension, capital gains and dividend allowances are tracked for each client, with opportunities listed by client and by theme.
Vulnerability and complaints
Vulnerability is recorded against the FCA's four drivers, and a complaint register tracks every eight-week response date.
Your firm
Firm details are verified against the FCA Register, and an organisation gives its advisers one report brand.
Pyon AI
Ask for a plain-English summary of the client in front of you. The assistant sees an anonymised record, never the client's name.
Trace the pensions a client has lost track of.
An estimated £31bn sits in roughly 3 million lost UK pension pots. Pension Finder sends the client one link to list past employers, suggests the scheme each one points to, and shows what consolidating is worth.
Defined-benefit and safeguarded pots are left out of transfer scenarios and flagged for regulated transfer advice.
One secure link
The client consents, confirms their identity and lists past employers, with a Companies House lookup and an optional HMRC record of jobs since 2021.
One signature
Pyon suggests the schemes each employer probably used. The client confirms them and signs a letter of authority for each, which you print and track until the provider replies.
Consolidation, quantified
Enter each pot's value and charges to compare fees by provider, duplicated holdings, risk against age and what consolidating could save.
Built for the people who own the client relationship
You can start without a card, and your first ten days are free before you choose a plan.
Independent financial advisers
Run fact-finds, reviews and suitability reports for your own client book in one workspace.
Wealth managers
Match clients to tier-mapped model portfolios and see drift across the book.
Private banks
Keep a structured record of risk, vulnerability and complaints for every client.