Execution Readiness Platform

You know which clients
have a will.
But do you know which ones
can actually be executed?

80%
of professionally advised clients cannot be fully executed today. Vaultis tells you which ones. Fred fixes it — automatically.
I'm an adviser → I'm a client →
Fred — live
Client JD · Adviser R · Fairstone
REMINDER
Annual review due in 14 days. Client JD has not responded to previous nudge. ERI score: 51 — 2 actions outstanding.
Fred detected · On behalf of Adviser R · Fairstone
BOOKING
Fred sent annual review booking link to client JD via email and WhatsApp. LPA registration and Will update pre-loaded as agenda items.
Sent on behalf of Adviser R · Fairstone · just now
📅
Annual review confirmed via Calendly
ClientClient JD
AdviserAdviser R · Fairstone
DateWednesday 18 June · 10:00am
AgendaLPA registration · Will update · ERI review
ERI score51 → target 65+
Fred will send a reminder 48 hours before. No manual follow-up required.
Illustrative demo · Not personalised financial advice
80%
of advised clients feel operationally exposed — our data
60%
have no Lasting Power of Attorney in place
£5.5tn
in wealth transferring in the UK over 30 years
0
platforms existed to measure execution readiness — until now
The problem

Planning sophistication without execution infrastructure

The advice industry has invested decades optimising the quality of plans. Almost nothing has been invested in whether those plans can actually be carried out.

Scenario A
The organised client
A 67-year-old with a will, two LPAs, and a 12-year adviser relationship dies suddenly. His will is at a solicitor who retired. His LPA was never registered. His children cannot name his adviser. The estate takes 22 months to settle.
Scenario B
The diligent adviser
An IFA with 180 clients knows roughly which ones have wills. She has no systematic view of which LPAs are registered, which executors are briefed, or which clients are a single accident away from operational chaos.
Scenario C
The wealth manager
A firm managing £800m AUM. A major client suffers a stroke. No registered LPA. The portfolio cannot be managed. The firm is legally prohibited from acting. Six months of fee income frozen. The FCA takes note.
What our adviser data shows
No valid Will
30%
No LPAs in place
60%
Fragmented documents
70%
Digital assets ignored
60%
Executors unaware
40%
Feel operationally exposed
80%
Vaultis adviser questionnaire, 2025. 10 client profiles across 5 regulated UK adviser firms.
The solution

The Execution Readiness Index

A single, continuously maintained 0–100 score. Deterministic. Auditable. Actionable. Every gap becomes a ranked action with an exact score impact.

55
Execution Readiness Index
Moderate Gaps Present
Authority
30
Information
68
Accessibility
72
Role clarity
55
Context
80
Top action: Register both LPAs +14 pts →
⚖️
Deterministic scoring
Same inputs, same score. No adviser subjectivity. Fully auditable across five weighted pillars.
📈
Always current
The ERI decays when documents lapse and improves when actions are completed. It reflects reality — not history.
🎯
Every gap becomes an action
Ranked improvement pathway with exact score impact for every gap. Plain English. For adviser and client.
🏛️
Consumer Duty infrastructure
Documented, auditable ongoing outcome evidence. Built automatically at every review cycle.
Meet Fred

The automation layer that never forgets

Adviser-aligned automation. Every nudge, review booking, escalation, and document summary — on behalf of the adviser, automatically.

ESCALATION
Client MA — ERI: 29. No Will. No LPA. Executor unaware. Immediate action required.
On behalf of Adviser M · WA · 2 days ago
AI SUMMARY
Documents reviewed. 2 LPAs missing — critical gap identified. Digital assets undocumented. Estimated impact if actioned: +14 pts.
Fred AI · Vaultis Platform · 7 days ago
BOOKING
Annual review booked via Calendly for 18 June. LPA registration, Will update and ERI review pre-loaded as agenda items. No adviser action required.
On behalf of Adviser R · Fairstone · 3 days ago
MILESTONE
Score improved 29 → 51 after LPA registration. Severely Fragile → Moderate Gaps. Client notified.
On behalf of Adviser M · WA · 18 days ago
Annual review booking
Fred books reviews via Calendly 30 days before they're due, on the adviser's behalf, with agenda items pre-loaded. Zero manual follow-up.
Document intelligence
Reads uploaded documents, generates estate summaries, identifies gaps, and flags risks — automatically.
Behavioural nudges
Triggered by ERI events. Names the specific gap, the impact, and the action. Not generic reminders.
Executor coordination
On death notification, Fred activates executor access, releases documents, notifies the adviser, and guides every step.
Always on behalf of the adviser
Every message sent in the adviser's name. Fred extends trust — never replaces it.
April 2027 — are your clients ready?
Pensions enter taxable estates.
Is every client's readiness current?
From April 2027, unspent pension funds form part of the taxable estate for IHT. Millions of clients have arrangements that predate this change. Vaultis identifies every client who needs a review — and Fred ensures it happens.
Audit your client bank →
Built for both

Two users. One platform. One standard.

For advisers
Stop managing readiness manually. Start proving it.
RAG status across your entire portfolio. Measurable, auditable, always current.
  • →Live ERI scores across every client
  • →Consumer Duty audit trail — automatic
  • →Fred books reviews, sends nudges, escalates
  • →2027 pension change — audit-ready now
  • →Document view — privacy enforced
Request adviser access →
For clients
Know your plan works. Not just that it exists.
Your readiness score. What's missing. What to do next. Introduced by your adviser.
  • ✓Personal ERI score — plain English
  • ✓Secure document vault with privacy controls
  • ✓Estate overview — full picture in one place
  • ✓Executor access — prepared for when it matters
Learn about client access →
Why Vaultis

Infrastructure. Not a feature. Not a chatbot.

⚖️
Not advice. Infrastructure.
Readiness measurement, not financial or legal advice. Deterministic, auditable, legally positioned as a planning tool.
🔒
Privacy by design.
Clients control what advisers see. Private documents stay private — even after death. ICO registered. GDPR compliant.
🏛️
Consumer Duty aligned.
Vaultis builds the documented outcome evidence Consumer Duty requires — automatically, at every review cycle.
"
The answer isn't more advice. It's correct and well-managed advice — with the infrastructure to make sure it works when it matters most.
Tanya Khamu — Founder, Vaultis
Early access

Be part of the founding cohort

Launching with a small group of adviser pilots and early investors. If you understand why this matters — we'd like to hear from you.

✓ Thank you — we will be in touch shortly.
Something went wrong — please email hello@getvaultis.com
No commitment required. We'll contact you about pilot participation and early access pricing.