Terrain scores every advice firm you cover, flags the moment one's worth a call, and writes the cited talking points to win it — so you spend less time prepping and walk into every meeting already in front.
A quick tour: your territory cockpit, the platform landscape, and the newsroom that feeds your talking points.
Your territory is consolidating, advisers are on the move and Consumer Duty is reshaping every proposition. Terrain turns that churn from a threat into your edge.
Hours lost prepping each visit — the FCA register, Companies House and Google open across a dozen tabs.
You hear about the acquisition or the new hire weeks too late — after the investment review's already done.
Every firm gets the same generic pitch, so the real prospects blur into the dead ends.
You walk in hoping the conversation lands.
Every firm's full picture in one view, refreshed automatically — minutes, not hours.
The moment a firm moves, Terrain flags it and tells you who to call first — and why.
A fit score and a tailored angle for every firm, with cited talking points to back it.
You walk in knowing more than anyone else in the room.
Seven toolkits that work as one — from mapping your patch to walking into the meeting prepared.
Terrain turns the daily grind of research into three simple moves.
Add firms or pull them straight from the FCA register. Terrain enriches each one with ownership, people, financials and live signals — automatically.
It watches for acquisitions, new hires, permission changes and trade-press mentions, then ranks who's worth a call first — and why.
Generate a cited brief, talking points and a personalised outreach email or LinkedIn message in a click — every claim referenced, so you can verify it before you send.
Every firm gets a transparent 0–100 score built from firm-level public signals. No black box: open the "why" and see precisely what moved the number.
Turn a firm's news, activity and the market backdrop into a tight, cited brief — then export it to Markdown or PDF and take it into the room.
Advisers move — and a familiar face at a new firm is a warm conversation waiting to happen. Terrain tracks moves across the FCA register so you never miss one.
Advisers carry their relationships with them. Terrain maps the shared career history across your territory, so the fastest route into a prospect is often someone you already know.
Terrain drafts personalised outreach for you — emails and LinkedIn messages built from a firm's real, public signals. You set the tone, review it, and send it yourself. Nothing ever posts automatically.
Terrain is designed for compliance peace of mind. It works entirely from public records, keeps no confidential client or sales data, and runs locally so your territory never leaves your machine.
Terrain is in active development. Leave your details and we'll be in touch with early access, a walkthrough and updates.
We've got your details and will be in touch soon with early access and a walkthrough.
Fund-house distribution teams — BDMs, sales and distribution leads who cover a territory of advice firms and need to know it cold, spot the moments worth a call, and walk into every meeting prepared.
Public sources only — the FCA Register, Companies House, fund & market data, the UK adviser trade press and firms' own websites. Claude is used to read and structure that public information into scores, summaries and briefings.
Terrain is information-only. It holds no confidential client or sales data — it works only from public records and aggregate, firm-level signals. Everything runs locally on your own machine.
No. You set a configurable "home fund house" in Settings, and the highlights, comparisons and AI briefings all adapt to it. Terrain isn't built around any single provider.
As a single-window desktop app that runs locally (it can also run in a browser). Your data lives in a private local database on your machine — nothing is sent to a shared server.
Yes — Claude powers extraction, prospect scoring and briefings. Crucially, talking points carry inline [n] citations back to the public source, so you can verify any claim before you use it.
Terrain is in active development and onboarding early users now. Register your interest below and we'll be in touch with early access and a walkthrough — and you can ask anything else there too.
Terrain started with a simple frustration: too many hours lost to prep, and too many good conversations missed because the signal came too late. I built the tool I wished I'd had in the field — so you can spend less time digging and more time in front of the right firms.
Register your interest and be first to put Terrain to work on your territory.
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