IMPRESS CLIENTS
INCREASE BUSINESS
SAVE TIME

The Definitive Retirement Planning Tool for Wealth Managers

MEET YOUR WINGMAN

Wingman is an online app for wealth managers, that transforms how you manage your portfolio of clients and their retirement plans.

WIN NEW CLIENTS

Impress new prospect clients with a simple, clear interface.

ENGAGE EXISTING CLIENTS

Designed to be used with your client to create and review their
retirement plan.

SAVE TIME

Be more efficient with Wingman's concise approach.

BE MORE MOBILE

Tablet-friendly, for face to face client meetings.

CLIENT DASHBOARD

Clear outputs will show your clients exactly how ?they're doing and what they need do.

WEALTH MANAGER DASHBOARD

See how your business is performing and manage your client base more effectively.

INCREASE CONVERSION

Improve your conversion rates with an app designed to engage your client base.

HIT YOUR TARGETS

Wingman will track your performance so you can hit your annual targets.

INSTANT REPORTS

Create reports for your clients with the touch of a button.

PLAN FORWARDS

Take today as a starting point, add contributions and calculate the projected retirement fund.

PLAN BACKWARDS

Calculate the required fund and then see what contributions will be required to achieve it.

COMPARE PLANS

Produce multiple plans for different circumstances? and compare.

Wingman Beta Statistics

Here are just a few aggregated statistics from the Wingman beta website that our test base of wealth managers have used with their clients.

85%

of clients are aged between 38 and 44.

74%

client engagement who are investing as per their retirement plan.

£685k

average planned contributions per client to pensions and investment funds.

£74.5m

total value of planned contributions to retirement plans.

TESTIMONIALS

Introducing Wingman to my clients has been quite simply a game changer - my clients understand where they are in relation to achieving their target income in retirement and, just as importantly, what they need to commit to investing for each of their remaining key working years.
Nick Heard, Senior Partner SJP

The output is visually impressive, intuitive and, importantly, easy to understand. In minutes, I could change assumptions to better understand my retirement fund targets and what is required to achieve them.
IK, Investment Banking

All in all, an excellent product that I find easy to understand and that really helps drive my investment planning decisions.
IB, Partner Big 4

Get Wingman

Wingman is currently in closed beta-testing. If you'd like an invite to try it out or would like to be the first to know when we launch, sign up here.

THE WINGMAN TEAM

We build financial-planning tools for FTSE100 companies, large corporates, fast growth start-ups, small businesses, wealth managers and independent financial advisors, that simplify complex issues and help people take positive actions.

Ciaran O'Donnell
Founder and Finance

Financial modelling, product design, strategic direction, business development.

Richard Atkins
Technology

Platform development, security, operations and integrations.

James Scully
Operations

Project management, product implementation, operations.

Matt Sanderson
UI and UX Design

Branding, UI and UX design and development.

Nick Heard
Adviser

Product design, sector insight and market developments.