Herbert & Webster

Chartered Financial Planners

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Atlas

Access is restricted to authorised Herbert & Webster advisers only.

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H & W A T L A S

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Finance Fact

Herbert & Webster

Chartered Financial Planners

H&W Atlas

Herbert & Webster

H&W Atlas

Your unified adviser platform. Select a module below to get started — each is purpose-built for the Herbert & Webster advice process.

Waypoint

Intranet & Document Centre

The firm's reference compendium — download the latest company documents, copy adviser Calendly links, and reuse ready-made email templates, all in one place.

Live

Beta

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Meridian

3Ls Investment Planner

Allocate client portfolios across the Liquidity, Lifestyle and Legacy framework. Sync with PlannR, run risk questionnaires and export client-ready reports.

Live

→

In Progress

Cartograph

Family Office Wealth Mapping

Map multi-generational family wealth structures. Manage entities, trusts, assets and members. Sync holdings from PlannR by National Insurance number.

Active development

In Development

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Chronicle

Custom Reports

Pull bespoke reports across Meridian, Cartograph and PlannR CRM. Plans under management, income & charges, client summaries and family office registers.

Live

Beta

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Ledger

Annual Client Wealth Report

Build and deliver a personalised, interactive annual wealth report for each client. Pulls from PlannR, extracts from DFM documents via AI, and shows the full H&W value story.

Live

Beta

→

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Adviser Profiles

Names, titles and qualifications used in all generated letters across every module

Full Name

Title / Role

Qualifications

Email (optional)

Firm Details

FCA Disclosure Text

Regulatory paragraph inserted into all generated letters. Edit once, updates everywhere.

Changelog

Add Update Entry

Appears in the Latest Updates panel on the homepage without touching GitHub

Module

Date

Description

Security & Audit

Platform Security Audit

Runs 15 automated checks across Database RLS, Auth Guards, Netlify Function proxies and Client Report security. Verifies that PlannrCRM, Meridian and snapshot data are locked down to server-only access and that no anon-key paths leak sensitive client information.

Letter Templates

Upload a revised .docx template after editing in Word. Or use the content editor below to update all variable text directly — no download/upload needed for text-only changes.

Annual Suitability Letter

Using code-embedded template

3Ls Investment Letter

Using code-embedded template

CIP — Centralised Investment Proposition

Fund List

Upload your CIP CSV to populate investment dropdowns across all Meridian buckets

Risk Questionnaire

Custom Risk Questions

Edit the questions, answer options and scores used in your bespoke ATR questionnaire. Opens in a full editor.

Document Defaults

Default Review Period

Pre-fills the review interval in the Annual Suitability Letter

Show Provider Column in 3Ls

Display provider names in the allocation table by default

Include Charges Disclosure

Show ongoing charges section in letters by default

No settings configured for Cartograph yet.
Settings will appear here as features are added.

No settings configured for Chronicle yet.
Settings will appear here as features are added.

No settings configured for Ledger yet.
Settings will appear here as features are added.

Upload a company document. It appears immediately in Waypoint → Document Centre for every adviser.

File

Title

Category

Version (optional)

Description (optional)

Edit details, retire a document (hidden from advisers but kept), or delete it permanently.

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Shown on the Waypoint home screen. Past dates disappear automatically once they’ve been and gone.

Date

Title

Note (optional)

Short notices shown on the Waypoint home screen, newest first.

Date

Title

Body (optional)

Shown under Waypoint → Calendly Links, grouped by the group field (e.g. an adviser name or “All Advisers”).

Group

Group sub-label

Link label

Sort

URL

HR links shown under Waypoint → People Resources (e.g. the holiday booking tool).

Group

Link label

URL

Note (optional)

YouTube or Vimeo links shown under Waypoint → Help & Tutorials, split by platform then grouped by category.

Platform

Category

Title

YouTube / Vimeo URL

Description (optional)

Email and letter templates shown under Waypoint → Template Library. Use curly braces for fill-in blanks, e.g. {Name}, {Adviser}, {Date} — advisers can fill these in before copying.

Category

Sort

Title

Body

✓ Saved — all users updated All changes are shared across advisers

Risk Questionnaire Editor

Meridian · Custom ATR Questions — changes save to Supabase

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CIP — Fund List Manager

Add · Edit · Remove individual funds — changes save to Supabase

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Edit Fund

CIP · Fund Details