Execution Readiness Platform

Your plan is written.
But can anyone
actually execute it?

The infrastructure that makes financial plans executable. Not more advice — the foundation that makes advice work.

I'm an adviser → I'm a client →
For advisers
"I'd recommend this to every single one of my clients."
54
ERI
Moderate Gaps Present
7 of 10 clients in this portfolio
cannot be fully executed today
For clients
"If something happened tonight — could anyone execute your plan?"
87
ERI
Operationally Resilient
Your plan is structured,
documented and executable.
80%
of advised clients feel operationally exposed — our data
60%
have no Lasting Powers 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

Decades spent optimising the plan. Almost nothing spent on whether the plan can actually be carried out.

Scenario A
The organised client
Will at a retired solicitor. LPA never registered. Children can't name the adviser. Estate takes 22 months to settle.
Scenario B
The diligent adviser
180 clients. No systematic view of registered LPAs, briefed executors, or who is one accident away from chaos.
Scenario C
The wealth manager
£800m AUM firm. Client has a stroke. No LPA registered. Portfolio frozen. Six months of fee income lost. FCA notified.
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%
Source: Vaultis adviser questionnaire data, 2025.
10 client profiles across 5 adviser firms.
The solution

The Execution Readiness
Index

A 0–100 score measuring whether a client's affairs can be executed today. Deterministic. Auditable. Actionable.

55
Execution Readiness Index
Moderate Gaps Present
Authority
30
Information
68
Accessibility
72
Role clarity
55
Context
80
Top action — estimated impact
Obtain and register both LPAs +14 pts →
⚖️
Deterministic scoring
Same inputs, same score. No subjectivity. Fully auditable.
📈
Live and continuously maintained
Decays when documents lapse. Improves when actions are completed. Always current.
🎯
Every gap becomes an action
Every gap becomes a ranked action with exact score impact. Plain English. Always.
🏛️
Consumer Duty infrastructure
Documented, auditable outcome evidence. Built for Consumer Duty. No other tool delivers this.
FRED
Meet Fred

The automation layer
that never forgets

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

ESCALATION
Score below 35 — RED status. 3 critical gaps: Will, LPA, notification. Immediate adviser review required.
On behalf of Miten · WA · 2 days ago
AI SUMMARY
Fred document analysis complete: Will reviewed Nov 2024 — current. Asset schedule complete. 2 LPAs missing — critical gap. Digital assets not documented.
Fred AI · Vaultis Platform · 7 days ago
MILESTONE
Score improved from 51 to 68 after LPA registration. Status moved from Fragile to Structurally Strong. Client congratulated.
On behalf of Justyn Polluk · Fairstone · 12 days ago
REVIEW
Annual review booked via Calendly for 18 May. Will update, digital asset record, and executor briefing flagged as agenda items.
On behalf of Ben Ellis · Trowlock WM · 18 days ago
Document intelligence
Reads uploaded documents. Generates estate summaries. Flags gaps automatically.
Behavioural nudges
Triggered by ERI events. Names the gap, the impact, the action. Not generic reminders.
Review automation
Books annual reviews via Calendly. 30 days before due. Zero manual follow-up.
Executor coordination
Death notification triggers executor access, document release, and step-by-step estate guidance.
Always on behalf of the adviser
Every Fred message is sent in the adviser's name. Clients trust their adviser. Fred protects and extends that trust — it never replaces it.
April 2027 — are your clients ready?
Pensions enter taxable estates.
Is every client's readiness score current?
From April 2027, unspent pension funds form part of the taxable estate for Inheritance Tax purposes. Millions of advised clients have arrangements that predate this change. Vaultis identifies every client who needs a review — and 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 portfolio. Measurable, auditable, always current.
  • →Portfolio dashboard with live ERI scores
  • →Consumer Duty audit trail, built automatically
  • →Fred automates reviews, nudges, and escalations
  • →Document view — shared only, client privacy protected
  • →2027 pension tax change — audit-ready now
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 readiness score with plain-English breakdown
  • ✓Secure document vault with privacy controls
  • ✓Estate overview — your full picture in one place
  • ✓Executor access — everything prepared for when it matters
  • ✓Fred keeps your score current — automatically
Learn about client access →
Why Vaultis

Infrastructure. Not a feature.
Not a chatbot.

⚖️
Not advice. Infrastructure.
Readiness measurement, not advice. Deterministic, auditable, legally positioned as a planning tool.
🔒
Privacy by design.
Clients control what advisers see. AES-256 encryption. UK data residency. ICO registered.
🏛️
Consumer Duty aligned.
Consumer Duty requires documented outcome evidence. Vaultis builds it automatically at every review.
"
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.

No commitment required. We will contact you about pilot participation and early access pricing.