The adviser workspace, re-imagined
Risk profiling, suitability, stress testing, tax planning, and pension consolidation in one place, with an AI co-pilot that does the legwork.
wealth.pyon.io
Everything an adviser needs, end to end
Risk profiling
Calibrated 1-10 ATR tier per client with full audit trail.
Suitability reports
Auto-drafted suitability with rationale and client-ready exports.
Model portfolios
Centrally-managed MPS with per-client overrides and rebalance triggers.
Stress testing
Run historical and synthetic scenarios across every client in one pass.
Tax-efficient planning
ISA, GIA, SIPP allocation with CGT and dividend headroom tracking.
KYC & vulnerability
Built-in KYC workflow and Consumer Duty vulnerability flags.
Practice workspace
Shared client books, team roles, and review queues for advisers.
AI co-pilot
Ask why a portfolio drifted, what to rebalance, or how a client compares.
Find every pension they've ever had
An estimated £31bn sits in roughly 3 million lost UK pension pots. Pension Finder traces them from a single client email, then shows what consolidating is worth.
One email
Send a secure link. The client consents and their employment timeline is rebuilt - no forms, no memory test.
Every pot traced
Employers resolve through Companies House, probable schemes are inferred, and one signature sends every letter of authority.
Consolidation, quantified
Fees by provider, duplicated holdings, risk vs age, and what moving is worth - analysed by the AI co-pilot.
Defined-benefit pots over £30k and valuable guarantees route to regulated advice, never self-serve.
Built for the people who own the client relationship
Run a tighter practice. Faster reviews, cleaner files.
Centralise MPS, suitability, and reporting.
Adviser tooling that meets internal controls.
Run your practice on Pyon Wealth
Open the dashboard. No card required during private beta.