We've been building our own technology since 2004. Three platforms, built and sold to some of the UK's largest financial institutions. We don't license our technology — every feature is designed exclusively for our clients.
Most firms see their clients once a year. We're connected all the time — monitoring, adjusting, and available whenever you need us.
If your portfolio drifts outside its risk tolerance, we see it immediately. If tax legislation changes, we can assess the impact across every client instantly. We don't wait for the end of the year to spot something that matters now.
We don't use email for client communications — it's not secure enough. Everything goes through our encrypted messaging system, built into the portal and the mobile app. Safer, faster, and everything in one place.
At least once a year we formally check that your investments are still suitable — but in practice, we're reviewing dynamically throughout the year. Changes in your life, the markets, or legislation are picked up in real time, not at your next appointment.
Your net worth, your properties, your investments, your chattels — all accessible from your phone. Not a cut-down version. The real thing.
Total estate value, nil-rate bands, gifts in the seven-year window, projected inheritance tax — all calculated automatically and kept up to date as your circumstances change.
Your will, lasting powers of attorney, and trust documents are tracked with status alerts. If your will is five years old, the system flags it. If an LPA needs renewing, you'll know.
This isn't a spreadsheet someone updates once a year. It's a living picture of your estate, always current, always accessible.
Most platforms show you a portfolio. Ours shows you your entire financial life.
Every property you own, with photos, valuations, and ownership details. Residential, commercial, overseas — all in one view.
Cars, boats, art, jewellery, house contents. The things that matter to you, tracked and valued alongside everything else.
Link your bank accounts and see your spending in real time. Spot duplicate subscriptions, track expenditure, and understand your cashflow without downloading statements.
Encrypted document storage for wills, powers of attorney, trust deeds, and anything else you need to keep safe. Assign documents to properties, people, or plans.
Top up your plans directly through the portal — instantly, without waiting for anyone. Because we're connected to our institutional platforms via API, the cost of implementation drops to almost nothing.
We integrate two institutional custody platforms — SEI and Seccl — directly into the Wealth Portal, alongside every retail platform our clients hold. It gives us the depth, flexibility, and control to deliver a genuinely enhanced service.
Every line of code behind Family Capital was written in-house by our own development team. We don't license our technology — it's built around what our clients actually need, and it evolves with them.
When we see a better way to do something, we build it. When a client suggests an improvement, it happens. No waiting for a vendor's roadmap, no compromising on features because a third-party platform doesn't support them.
Over twenty years of building technology for financial services has taught us that the best client experience comes from controlling every part of it yourself.
It also means we control our own security. Our systems are reviewed and stress-tested by our in-house cyber security team, encrypted end to end, and accessible only to our clients and our advisers. There's no shared infrastructure, no multi-tenancy — just our platform, our people, and the families we look after.
Log in to the Wealth Portal to see your entire financial life in one place.
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