For forward-thinking financial advisory firms
Nurture hands each prospect a 90-second financial screening, shows them a WealthScore they actually want to see, and assembles a living statement you can act on. You walk into the first meeting already knowing the picture.
90s
to a finished screening
7
plain questions, no documents
0
spreadsheets to chase
631
ACCELERATING
+19 since you added your pension
The 90-second hook
One link does the screening for you. Watch each step below.
Invite a client
Client email
A personal line
Instant value hooks the client
Most prospects never finish a form. Nurture pays them back inside ninety seconds with a WealthScore and an estimated net worth. That’s why they finish, and why they come back to sharpen it.
One number they can read. Banded from Foundation to Optimised, with a clear sense of where they stand.
Sharpens as they share. Every answer nudges the score, so adding detail feels rewarding.
£151,800
Estimated net worth · confidence: good
WealthScore 631 — Accelerating
Reporting without the busywork
See WealthScores, coverage and status across your whole book at a glance. Open any client for a live net-worth statement, leave a note, request a deep dive, and export a branded PDF. No spreadsheets, no re-keying.
Geoff & Ann Bell
active
Sarah Okafor
updated her pension
Tom Hardwick
responded 2d ago
Priya Nair
invited — not started
Why advisers switch
01
Win the first meeting
You arrive already knowing net worth, coverage and the gaps worth raising.
02
Kill the admin
No intake forms to send, chase or re-key. The statement assembles itself.
03
Hook more prospects
Instant value means far more people finish the screening — and come back to it.
04
One clear portal
Your whole book, scored and sorted, with deep dives a click away.
05
Nothing to install
Works in the browser for you and your clients. Live from the first invite.
Pick the door that fits. We’ll take you to the right sign-in.
I’m an adviser
Set up your firm, send your first invite, and see the picture build in real time.
I’m a client
Your adviser invited you? Sign in to continue where you left off — or start your 90-second screening.
Nurture prepares the facts before your conversations. It isn’t financial advice — client information belongs to the advising firm and is used only to prepare for their meetings.
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WealthSteer® is a registered trademark and trading style of Steer Financial Ltd. Nurture and Uplift are part of the WealthSteer platform. © 2026 Steer Financial Ltd.
Steer Financial Ltd is registered in England and Wales, company number TODO-COMPANY-NUMBER. Registered office: TODO Registered office address, United Kingdom.