Fintuity is the UK's leading digital IFA offering a wide range of advisory services including pensions, protection, investments and mortgage advice. Introduce your clients to us via our referral hub and be rewarded through our revenue share program.
Power Up Your Business
with the Fintuity
Partnership programme
Our customers manage thousands of clients in the UK
Already a partner?
benefits
Easily track all your referrals and earnings on one single platform.
Partner with Fintuity
benefits
When we earn, you earn, boost your revenue when you refer a client for financial advice.
Revenue Share
Boost Your Earnings with
Increased revenues from existing, financially sound clients help you scale your business faster.
Upselling Your Client Base
Grow Your Business by
Personalised Advice
Strengthen Client Loyalty with
Complement your existing offerings by providing your clients access to personalised financial advice
Video call with an FCA registered independent financial adviser
Professional financial advice
Maximising investment potential
Securing financial futures
Market leading tools and virtual adviser available 24/7
Easy to use
Accurate
Financial help, online and from anywhere
All client data stored in one Financial Profile
See detailed dashboards
Get a clear view on goal progress
Get a Financial Health check report
MULTIPLE PARTNER PROGRAMS
Our online partnership platform is open to professionals and organisations who share our goal of helping individuals achieve financial success.
Join Our Partnership Programme Today
MULTIPLE PARTNER PROGRAMS
Help your members get clarity on their financial situation and secure their futures.
Unions
Refer clients of any case size to streamline your personal offering while ensuring everyone can access advice.
IFAs
Accountants
Complement your offering by ensuring your clients get full service financial planning solutions.
Financial planning can be complex, work with a trusted partner to protect your clients finances.
Legal
Boost your revenues by referring investment & pension clients while retaining the mortgage and protection advice.
Mortgage brokers
Bring the wide range of our services to your clients
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Generate a new revenue stream, provide new lead generating tools for your business, improve your client experiences and outcomes, retain clients for longer with valuable secondary services, access to regulated financial advice and guidance.
No, Fintuity has designed a process that ensures we do all the heavy lifting; of course, some time is required to ensure best practice, but you will be assigned a dedicated partnership expert to ensure a smooth transition.
Fintuity’s dedicated introducer programme and portal makes it as simple as clicking a link to refer a client to our services. We track all referrals to ensure you get paid on time and your clients can book with confidence. You can also track the progress of referrals from your unique introducer portal.
After Fintuity issue a revenue statement generated from your referrals, we pay all revenue share on a monthly basis into your nominated bank account.
Yes, partnership agreements are a regulatory obligation and ensure that all parties have an understanding of the revenue share agreed upon.
Partner with us today!
Help your existing clients and members into a stronger financial position while boosting your own revenues to grow your business further and faster.
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