Become the one-stop workspace for your firm's clients, advisers and compliance — from first enquiry to final review. UK IFAs use Bloom to consolidate CRM, suitability, cashflow, RMAR and team collaboration into one connected operating system that links every feature back to the raw client data.
Built in the UK and used daily by an FCA-regulated firm — Arthur Browns Wealth Management Ltd (FCA no. 825843).
Most CRMs end up with stale spreadsheets, duplicated records and compliance bolted on top. Bloom's architecture puts the client at the centre — and every tool, report and review pulls from the same living record.
Personal details, pensions, ISAs, property, debts, risk profile and Consumer Duty flags — one record that syncs automatically from your integrations so nothing goes stale. Write a note once, every adviser and paraplanner sees it.
Cashflow projections, 24 calculators and scenario modelling all pull from the client record. Model drawdown, crystallisation and gifting in real time — and publish a branded PDF to the client portal in one click.
Sync or upload provider statements — AJ Bell, Transact and more. Bloom matches every line to the right client, tracks expected vs received, and shows your income trend and reconciliation status in one view.
Fair-value, target market and vulnerability flags captured as you advise — not bolted on quarterly. GABRIEL returns, Consumer Duty MI and fee reconciliation all generate from the same client record in one click.
One click drafts a full, FCA-structured suitability report from the client's live record — objectives, existing plans, comparison tables and risk warnings, with your firm's fee structure applied. Every figure comes from the data you hold, and anything Bloom can't verify is flagged in red for you to confirm — it never invents a number. A compliance pre-check then scores the letter against your firm's rubric before it goes anywhere near a client.
Bolt-on AI tools sit on top of your CRM and read a feed of your data. Bloom is the system — fact-find, valuations, meetings and compliance all live here — so Bloom's AI works on the real, live client record. Every figure it cites is traceable to its source, and nothing drifts out of sync.
Reads a synced feed — a copy that can lag or drift. Claims are hard to trace back to source, and you're keeping two systems aligned.
Works on the actual client record. Every figure in a letter traces to its source — a platform valuation, a fact-find entry, a meeting note. One source of truth, one audit trail.
Bloom integrates with the platforms and tools UK advisers already use
UK Wealth Platforms
Tools & Apps
From solo IFAs to multi-office networks. One platform, priced per adviser — admin and paraplanner seats are always free.
Replace a three-tool stack with one system. Run your practice, advise your clients, publish branded suitability reports, and claim your time back.
Delegate safely. Role-aware visibility means paraplanners and directors see everything, advisers see their own clients, and compliance has the audit trail it needs.
SSO, SAML, consolidated RMAR returns across all offices, white-label branding per firm, and SLAs that match your compliance requirements.
Most firms stitch together a CRM, a cashflow tool, a compliance/MI tool and a client portal — each with its own per-seat bill, its own login, and its own copy of the client. Bloom is all of it, reading from a single client record, for one flat price.
| Capability | The usual stack | Bloom |
|---|---|---|
| CRM & client records | Included | Included |
| Cashflow modelling & 24 calculators | Separate tool | Built in |
| Suitability reports | Separate tool | Built in |
| RMAR returns & Consumer Duty MI | Separate tool | Built in |
| Client portal | Often extra | Included |
| Insurance & protection comparison | Not usually | Included |
| Single source of truth (no re-keying) | Data copied across tools | One client record |
| What it costs | ≈ £676 / monthacross three separate subscriptions — back-office platform £360 · CRM £166 · cashflow tool £150 | £99 / adviser / montheverything above, included |
| Admin & paraplanner seats | Usually billed per seat | Always free |
That's roughly what a real UK firm was paying across three tools before moving to Bloom — about £676 a month versus £99, a saving of nearly £7,000 a year per adviser. (Specific products intentionally unnamed.) Built by a practising FCA-authorised IFA — Arthur Browns runs its entire practice on Bloom.
Explore how Bloom fits other shapes of the advice profession.
Free 14-day trial. Migration from your old CRM handled by our team. No credit card, no lock-in.