Integriti Systems · Classes 9 · 35 · 42 · UK Registered Trademark

The Estate Planning
Technology Platform
Built for Professionals

White-label calculators, AEO-optimised websites, lead generation and partner portals — licensable technology for estate planners, IFAs, solicitors and accountants across England & Wales.

See the Products → LinkedIn Marketing Kit
7
Licensable Calculators
Classes 9·35·42
UK Registered Trademark
4,000+
UK Estate Planners
27,000+
UK IFAs
£274k
Year 1 Revenue Target
The Market Opportunity

Estate Planners Are Leaving Leads on the Table

Most estate planning professionals have no digital presence, no lead generation tools and no way to demonstrate value before a client meeting.

92%
Research online first
Of families research estate planning online before contacting anyone. Estate planners with no digital presence are invisible at the exact moment of intent.
£40bn
Annual IHT exposure
HMRC collects over £7bn in IHT annually. The gap between what families pay and what they should pay represents an enormous addressable advice market.
67%
Adults without a Will
Two thirds of UK adults have no valid Will. The professional who gets in front of them first with clear, digital tools wins the instruction.
The Integriti Systems Suite

Four Licensable Products.
One Powerful Platform.

Every product is white-labelled to the licensee's brand. Setup is handled for you. Cancel any time.

Tier 1
Integriti Calculate
The lead-generating calculator widget for any existing website
from £79 /month
+ £249 one-time setup · Annual: £790 (save £158)
  • 7 estate planning calculators (IHT, Care Home, Probate, Will Age, LPA, Cost of Delay, Pro Financial)
  • White-labelled to your colours and logo
  • Built-in lead capture (name, email, phone, postcode)
  • Leads delivered to you in real time
  • 1 website embed licence
  • Monthly analytics dashboard
Enquire →
Tier 2
Integriti Engage
A complete white-label estate planning website on your domain
from £199 /month
+ £499 one-time setup · Annual: £1,990 (save £398)
  • Everything in Calculate
  • Full estate planning website (WillsPortal quality)
  • Postcode territory checker (your base location)
  • AEO-optimised content with schema markup
  • FAQ, testimonials and partner sections
  • 3 website embed licences
  • Hosted on your domain
Enquire →
Most Popular
Tier 3
Integriti Partner
A referral network portal for your IFAs, solicitors and accountants
from £349 /month
+ £799 one-time setup · Annual: £3,490 (save £698)
  • Everything in Engage
  • White-label partner portal (IFAs, solicitors, accountants register as referrers)
  • Individual partner tracking links
  • Co-branded IHT reference sheet (PDF)
  • Partner calculator embed links
  • Unlimited website embeds
Enquire →
Tier 4
Integriti Pro
The complete practice platform with strategy support
from £599 /month
+ £1,499 one-time setup · Annual: £5,990 (save £1,198)
  • Everything in Partner
  • Quarterly strategy review call
  • Custom content per territory
  • Priority onboarding & dedicated support
  • Territory exclusivity option (+£99/mo)
  • Custom calculator branding per partner type
Enquire →
Competitive Positioning

How Integriti Stacks Up

Platform Monthly Cost Calculators AEO Content Lead Capture Partner Portal Estate Planning Focus
Integriti Calculate £79 7 specialist ✓ ✓ — ✓ 100%
Integriti Partner £349 7 specialist ✓ ✓ ✓ ✓ 100%
Calcumate / Calconic (generic) £29–£149 Generic only ✗ Basic ✗ ✗
Arken / Legalplex £150–£350 Limited ✗ ✗ ✗ Partial
Iress Planning £300–£600 Financial only ✗ ✗ ✗ ✗
Custom build (agency) £500–£2,000 Build cost extra ✗ Extra cost Extra cost ✗
Target Markets

Five High-Value Segments

Ranked by ease of close and revenue potential. Start with Segment 1 — then scale.

🏠
Estate Planning Consultants
4,000+ UK — Easiest close
They understand the product, know the pain, and have seen what a professional digital presence can do to appointment volume. This is your fastest segment.
"Generate self-gen appointments at double commission — exactly what I do."
📊
Independent Financial Advisers
27,000+ FCA registered — Largest volume
IFAs discuss wealth but can't provide Will writing. The calculators give them a client-facing tool to demonstrate estate risk — and generate warm referrals.
"Give clients the IHT calculator. They see the problem. They need a Will. You refer them — and build a new revenue stream."
⚖️
Private Client Solicitors
4,000+ STEP members — Highest value
Being disrupted by specialist Will writing firms. Need digital client engagement tools. The Integriti platform gives them the digital front door their practice lacks.
"Your clients are being approached online by cheaper providers. Integriti Engage puts you in front of them first."
🧾
Accountancy Firms
30,000+ ICAEW/ACCA firms
Private client teams discuss tax planning but rarely lead with estate planning. The IHT and Will Age calculators give them a natural conversation starter in every client review.
"The missing piece in your wealth management conversation — estate planning tools your clients will actually use."
🏥
Care Home Groups
Multi-site operators — Niche but loyal
Families approaching care homes are in crisis. An embedded Care Home Cost calculator and estate planning guide gives the operator a trusted-advisor halo at the most emotional moment.
"Help families understand their options before they panic. You become the trusted resource. They become loyal referrers."
🏘️
Estate Agents & Mortgage Brokers
20,000+ UK firms
Every property transaction surfaces estate planning conversations — joint ownership, severance of tenancy, inheritance. The calculator suite triggers those conversations automatically.
"Your clients just bought a £300,000 property. Show them the IHT calculator. One click creates an estate planning lead."
Go-to-Market

Quick Wins — First 90 Days

Prioritised by speed to revenue. Do these in order.

1
Estate Planner Peer Network
You work alongside 200+ estate planning consultants who have already seen the product in action. Direct outreach with a "founder discount" offer. These are your fastest closes — they know the product works.
Week 1 · Target: 10 sign-ups
2
LinkedIn Content Sprint
3 posts per week for 90 days targeting IFAs, solicitors and estate planners. Use the LinkedIn Kit (link above) — all posts pre-written and ready to publish. Builds pipeline while you sleep.
Week 1–12 · Organic pipeline
3
30-Day Free Trial Offer
Offer Integriti Calculate free for 30 days to the first 20 professionals. No card required. Collect case studies and testimonials. Use these to close the next 50 at full price.
Week 2 · Social proof engine
4
STEP & PFS Events
Submit a speaking application to STEP Annual Conference and the Personal Finance Society events. "How digital estate planning tools generate self-gen appointments" — you have the live proof.
Month 2 · Authority building
5
Trade Press Guest Articles
Pitch to Solicitors Journal, IFA Magazine, Taxation Magazine and Private Client Adviser. One article in each generates hundreds of qualified inbound leads. Use the data from your own site as the hook.
Month 2–3 · Inbound leads
6
Capterra & G2 Listings
List Integriti Systems on Capterra, G2, GetApp and Trustpilot. These are high-intent buyer directories. Professionals actively searching for estate planning software will find you here — free organic traffic.
Week 3 · Free channel
7
IFA Network Partnerships
Partner with regional IFA networks (Openwork, Quilter, St James's Place AR firms). A single network partnership can unlock hundreds of advisers. Lead with the free calculator trial — no commitment.
Month 3 · Scale multiplier
8
Referral Programme
£100/month credit for every licensee a subscriber refers who converts. Estate planners talk to each other constantly. One happy Calculate customer can bring you 5 more. Make it worth their while.
Month 2 · Viral loop
9
YouTube Demo Channel
Record 10-minute walkthroughs of each calculator and the Pro Calculator presets. YouTube is the second largest search engine. "IHT calculator for financial advisers" is an uncontested keyword.
Month 3 · Evergreen traffic
Revenue Projections

Conservative Year 1 Model

Based on modest penetration of each segment. Setup fees excluded.

Calculate — £79/mo
50 subscribers
£3,950
£47,400/year
Engage — £199/mo
30 subscribers
£5,970
£71,640/year
Partner — £349/mo
20 subscribers
£6,980
£83,760/year
Pro — £599/mo
10 subscribers
£5,990
£71,880/year
Combined Monthly Recurring Revenue (100 clients)
£22,890/month
£274,680/year recurring · Plus ~£50,000 one-time setup fees