Early access — onboarding teams now
Competitive intelligence for fund-house distribution

Know your territory.
Walk in prepared.

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.

Built on public data FCA Register Companies House Fund & market data Trade press
Terrain — Home
Terrain
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Good morning, Alex
3 firms need a refresh · 2 new signals today
Firms
142
Top fit
18
Signals
7
Today's focus
Hartley Wealth — new ownership · re-review likely
Top prospects
1Meridian Financial Planning94
2Oakhart & Reeve LLP88
3Cawthorne Advisory81
📈
Prospect fit
94 / 100
🧭
Mover spotted
2 advisers
One picture, assembled from public sources
FCA Register Companies House Fund & market data Trade press Firm websites Claude AI
See it in action

A real look inside Terrain

A quick tour: your territory cockpit, the platform landscape, and the newsroom that feeds your talking points.

Terrain — Home
The Terrain home cockpit: KPIs for firms, advisers, competitor funds and providers, with a cross-market talking-points digest. Terrain's Providers and Platforms reference: cards for UK adviser platforms with wrappers, ISA and pension features and ratings. Terrain's Newsroom: public trade-press headlines categorised by theme such as regulation and compliance.
Why Terrain

Spend less time prepping. Win more of the room.

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.

Without Terrain

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.

With Terrain

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.

Everything in one place

Everything you need to find, understand and win a firm

Seven toolkits that work as one — from mapping your patch to walking into the meeting prepared.

Territory & firms

Your whole patch, one cockpit
  • Home cockpit — KPIs, top prospects & what's new since your last visit
  • All Firms table + map, fully sortable and filterable
  • Discover firms straight from the FCA register
  • Route Planner for efficient multi-stop visit days
Your whole patch one glance away — and you always know where to go next.

Firm intelligence

Know every firm cold
  • Prospect-fit score (0–100) with a clear "why" breakdown
  • Ownership, PSC, decision-makers & financial health — Companies House
  • Staff, tenure, movements & adviser relationship mapping
  • Network / consolidator detection (SJP, Best Practice…)
Understand any firm in minutes, not a morning of digging.

Funds & cost

Answer any fund question on the spot
  • Fund Watch across ranges with a selectable highlight house
  • Fundamentals — allocation, size, regional & sector
  • Cost-of-ownership & platform-fee comparison
  • MPS / DFM factsheets and governed-range performance
Answer the hard fund question in the room, with the numbers to back it.

Providers & platforms

The platform landscape at your fingertips
  • 16+ UK platforms & life / pension / ISA providers
  • Wrappers, ISA & pension features, charges and ratings
  • Side-by-side compare and a market news feed
  • Research-from-website to pull product guides & literature
Never get caught out on a platform or charge an adviser asks about.

News & briefings

Walk in with cited talking points
  • Themed headlines — regulation, tax, markets, funds, business
  • Market recap plus firm-specific talking points
  • Every claim cited with [n] references
  • One-click meeting briefs, exportable to Markdown / PDF
Walk in current, credible and impossible to catch off-guard.

Built to be trusted

Information-only, by design
  • Built entirely on public records
  • No confidential client or sales data, ever
  • Runs locally on your machine over a private database
  • AI extraction, scoring & briefings powered by Claude
Use it with total confidence — nothing private ever leaves your machine.

Outreach & campaigns

Turn insight into the right message
  • Personalised outreach emails, pre-filled with your details & fund house
  • LinkedIn posts & messages drafted from a firm's real public signals
  • Tone & length controls, with an approve-before-you-send step
  • Posting calendar & .ics export — copy-and-paste, you stay in control
Turn a signal into a sent message in minutes, in your voice.
How it works

Less prep. Sharper conversations. Nothing missed.

Terrain turns the daily grind of research into three simple moves.

01

Map your territory

Add firms or pull them straight from the FCA register. Terrain enriches each one with ownership, people, financials and live signals — automatically.

02

Spot the moments

It watches for acquisitions, new hires, permission changes and trade-press mentions, then ranks who's worth a call first — and why.

03

Walk in prepared

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.

Prospect-fit score

Know who to call first — and exactly why

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.

  • Explainable by design — each factor shown with its contribution.
  • In-market signals — ownership changes, Consumer-Duty & CIP-review language, outsourcing, growth.
  • Ranked across your book so your week plans itself.
Meridian Financial Planning
Harrogate · 9 advisers · Independent
94
Prospect fit
In-market   Outsources CIP   Recent acquisition
New ownership change+35
CIP-review language+25
Outsources investments+15
Growing headcount+10
Cited talking points

Meeting-ready briefs, every claim referenced

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.

  • Inline [n] citations — verify the source before you say it.
  • Firm-specific and market-wide talking points in one place.
  • Export to Markdown / PDF for a clean meeting handout.
📄 Meeting brief — Oakhart & Reeve LLP
Recently acquired by a national consolidator1, suggesting a likely re-review of the central investment proposition2. Lead with cost-adjusted performance versus their incumbent MPS.
[1] Companies House — PSC change, 14 May 2026 [2] Money Marketing — "Consolidator X buys Oakhart", 2 Jun 2026
Mover watch & talent radar

Follow the people, not just the firms

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.

  • Recent movers — who joined which firm, and where they came from.
  • Follow departed advisers to their next firm on the FCA register.
  • A talent radar across your whole territory, refreshed automatically.
Recent movers · last 30 days
JC
James Caldwell
from Brookfield IFAMeridian Financial Planning
4d ago
SR
Sophie Reeve
from Quilter networkOakhart & Reeve LLP
12d ago
DP
Daniel Park
from Hartley WealthCawthorne Advisory
21d ago
Relationship mapping

See who knows whom — and your way in

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.

  • The web of connections — who's worked with whom, and for how long.
  • Warm-intro paths — reach a prospect through a colleague you already know.
  • Team cohesion & lift-out signals — spot breakaway teams forming from shared roots.
Relationship map · a warm-intro path
A FIRM YOU COVER PROSPECT FIRM AM JC DP SR KT
Warm intro James Caldwell (your contact) worked with Daniel Park at Brookfield IFA, 2018–21 — your way into the room.
Outreach & campaigns

Turn a signal into the right message — in seconds

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.

  • Emails & LinkedIn messages pre-filled with your details and fund house.
  • Tone & length controls with an approve-before-you-send workflow.
  • Posting calendar with .ics export — copy-and-paste, you stay in control.
✉ EmailLinkedIn
ToSophie Reeve · Oakhart & Reeve LLP
SubjectCongratulations on the move — and a quick idea
Hi Sophie — congratulations on joining Oakhart & Reeve. With the firm recently acquired1, it could be a natural moment to revisit the central investment proposition…
Tone · WarmLength · Short+ Market hook
Draft · ready to review Approve & copy
Copy-and-paste only — Terrain never sends or posts on your behalf.
0
UK advice firms on the FCA register
0
Advisers to track as they move
0
Platforms & providers profiled
0
Confidential client records — ever
Advice-market scale from the FCA retail register — your territory to win
Trust & data

Information-only — and built that way on purpose

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.

  • Public sources onlyFCA Register, Companies House, fund & market data, the trade press and firms' own websites — nothing private.
  • No confidential dataAggregate, firm-level signals — never confidential client information or sales logging.
  • Runs locallyA single-window desktop app over a private local database. Your data stays with you.
  • Not tied to one providerConfigure your "home fund house" and every highlight, comparison and brief adapts to you.
Register interest

Be first to the territory.

Terrain is in active development. Leave your details and we'll be in touch with early access, a walkthrough and updates.

  • Early-access invitation
  • A live walkthrough of your patch
  • No spam — just product updates
We'll only use your details to contact you about Terrain.

Thanks — you're on the list!

We've got your details and will be in touch soon with early access and a walkthrough.

FAQ

Questions, answered

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.

From the founder

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.

Oliver Wigdor · Founder, Terrain

Walk into every meeting knowing more.

Register your interest and be first to put Terrain to work on your territory.

Register interest