Join our referral programme to drive customer acquisition, satisfaction and retention. Fintuity can help your customers with important financial decisions from pensions to protection, investments and mortgage advice. You can white label our technology, offer free online tools to support financial wellbeing to you, your employes and customers.
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Partner with Fintuity
to enhance your customer proposition and earnings
Our customers manage thousands of clients in the UK
benefits
Easily manage all your partners on one single platform to drive in more revenue.
Partner with Fintuity
benefits
A leading digital provider with the option to use our virtual advisor, qualified and regulated IFAs or a combination of both. We have free tools like our financial heath check
Customer centric
Tailor your customer or employee perk with a partner branded platform

White label
No minimum investment
Unlike most IFAs, we have a solution for everyone. No asset limits or advice gaps, we offer lower charges as well as an online experience, 24/7
Client retention
Expand your offering with innovative products and services, enabling your customers to make better choices
Upsell your customers to support growth, satisfaction and financial wellbeing
Business growth
Supercharge your brand awareness, reach new audiences and covert more leads
Boost Your Earnings
Call with a real FCA registered professional adviser
Discover customized financial advice
Maximize your investment potential
Secure your financial future
Award-winning virtual adviser tools accessible 24/7
Experience the ease of use
See the accurate statistics
Get financial help from anywhere online
All client data stored in one Financial Profile
See detailed dashboards
Get the clear view on progress in Goals
Get the health check report every week
How it works
Client options – virtual, human, a combination of both
Referral system
Referral process
A designed onboarding process to help you communicate to current and new customers
Your own BD person to manage the process
MULTIPLE PARTNER PROGRAMS
Our financial advising website is open to professionals who share our goal of helping clients achieve financial success.
Join Our Partnership Program Today
MULTIPLE PARTNER PROGRAMS
Supercharge your brand awareness, reach new audiences and convert more
Unions
Supercharge your brand awareness, reach new audiences and convert more
IFAs
Accountants
Supercharge your brand awareness, reach new audiences and convert more
Supercharge your brand awareness, reach new audiences and convert more
Lawyers
Supercharge your brand awareness, reach new audiences and convert more
Mortgage brokers

Recommend Fintuity with confidence

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Help your clients scale by transforming customer customer support from a cost center to a profit generator
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