Step 1: diagnose with Pillar Lens
See your book before your auditor does.
Lens reads your Intelliflo book and reconciles every client to one profitability line. Your Pillar portal shows the book client by client. Every quarter a board report and a Consumer Duty report give your board the evidence for its own assessment.
Pillar Lens: the full walkthrough · 6:26
Why we built it, what it shows, the board report, and what a firm can do with it.
Narration is an AI-generated version of Brian McLaughlin’s voice, made from his own recordings and used with his consent. All figures shown are from a demonstration firm, not a real client.
What Lens shows
The view your back office cannot give you
Fee and cost to serve, per client
Every client on one line: ongoing fee, AUM and an allocated cost to serve, so you can see who pays for whom.
The clients below your threshold
Named, not averaged. The list your board needs before it decides what to do about them.
Data faults that cost money
Clients with no service status, fees with no linked assets, stale valuations, out-of-force plans still attached.
What changed since last quarter
Per-client movements and an action list for the firm to work through.
A demonstration firm
What Lens shows you
401
Clients in the book
Every one costed, by name
284
Cost more to serve than they pay
71% of clients, by client count
Brightwater Wealth Management is a demonstration firm built for Pillar Lens. No real client data is shown. The same firm appears in our films. On your own book, Lens names every client in each group.
Pricing
One price by adviser count
A subscription for the portal and the quarterly reports, or a one-off diagnostic if you want a single snapshot first. The price does not move with the size of your book. All prices exclude VAT.
1 to 3 advisers
£700 a month
or £8,000 a year prepaid
One-off diagnostic: £5,000
4 to 7 advisers
£950 a month
or £10,800 a year prepaid
One-off diagnostic: £7,500
8 or more advisers
£1,200 a month
or £13,700 a year prepaid
One-off diagnostic: £10,000
Using our client review service as well? Your Lens fee is credited against your client review fees.
Consolidators and multi-firm groups: priced by scope. Ask Wilson.
What it is, and what it is not
Decision support for your firm
Lens output is management information for your firm’s own Consumer Duty assessment. It is not regulated advice, not a suitability assessment and not a certification. The decisions stay with you.
Reports are produced by the Lens engine from your own Intelliflo data. Each one shows its sources and method, so your firm can check every figure before acting on it.
A data processing agreement is signed before onboarding. Firm data is deleted within 30 days of termination or instruction. Pillar is certified to ISO/IEC 27001:2022. Security and compliance.
See what Lens finds in your book
Thirty minutes. We walk you through a report from our demonstration firm. If it fits, we run the diagnostic on yours.
Book a 30-minute call