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See what every client costs you. Then we run their reviews without you in the room.
Pillar Lens reads your Intelliflo book and shows the fee and the cost to serve for every client. For the clients below your profitability threshold, our Client Review Managers run the annual review under your brand, inside your systems.
Pillar Lens in three minutes · 3:12
What every client costs to serve, and what to do about the ones who cost more than they pay.
Narration is an AI-generated version of Brian McLaughlin’s voice, made from his own recordings and used with his consent. All figures shown are from a demonstration firm, not a real client.
Consumer Duty Alliance
Affiliate Member
Certified to ISO/IEC 27001:2022
Certificate 274783, Amtivo, September 2026
Works inside Intelliflo
No data migration, no parallel system
No regulated advice
Anything needing advice goes back to your adviser
The problem
Part of your book costs more to serve than it pays.
You cannot see which part from inside your back office. If you charge an ongoing fee, you still need to show the service was delivered and the client got fair value. Your advisers’ time is the most expensive way to do that.
How it works
Diagnose the book. Decide what to do. Then fix it.
1. Diagnose
Pillar Lens
See your book before your auditor does.
Lens reconciles every client to one profitability line: fee, cost to serve and AUM, by name. It shows who costs more to serve than they pay, and the record faults that cost you money.
One-off diagnostic from £5,000, or a subscription from £700 a month. Prices exclude VAT.
2. Decide
Your board, your call
Every client below your threshold, named.
With the list in front of it, your board has three options for each client: re-price the service, change the level of service, or keep the service and deliver the review for less. Lens gives you the evidence for whichever you choose. The decision stays with you.
Quarterly board and Consumer Duty reports are included in the subscription.
3. Fix
Client reviews
We run your client reviews without you in the room.
Trained Client Review Managers review the clients below your threshold, under your brand and inside your systems. Anything that needs advice comes back to your adviser with a briefing note.
£450 per client reviewed, invoiced monthly as reviews complete. Prices exclude VAT.
Buy the diagnosis on its own, or both. Using both? Your Lens fee is credited against your client review fees.
Where it started
Our launch client came first
We built the review service inside our launch client, a working IFA firm, before offering it to anyone else. These are the figures from that first run.
200
Client reviews completed
5%
Escalated to an adviser
~190
Handed back with no escalation
£55,000
New revenue generated
As recorded by the launch client during its April 2026 review run. Quoted from the firm’s own count, not measured on the Pillar platform.
CP26/10
CP26/10 doesn’t let you off the hook. It puts you on a bigger one.
The consultation closed on 22 May 2026 and final rules are expected later this year. Whatever they say, you will need evidence that each client got the service they pay for. Lens gives you the evidence. Our Client Review Managers do the reviews.
Read our CP26/10 explainerStart with your own book.
Thirty minutes with Wilson Caulfield, our Chief Commercial Officer. He walks you through a Lens report from our demonstration firm. If it fits, we run the diagnostic on your book.
Book a 30-minute call