Platform built for IFAs by IFAs

Platform built for IFAs by IFAs

From the point a prospect engages right through to policy issue. We make your client advice journey a breeze.

Whether you specialise in pensions & investments, mortgage & protection our cutting edge bespoke technology allows our members to deliver the very best service to their clients.

Book a Demo

Book a Demo

OUR CUSTOMERS MANAGE THOUSANDS OF CLIENTS IN THE UK

Modern Financial Advice Delivery

Enhance efficiency allowing advisers to speak to more clients and convert business faster.

Reduce admin and support costs, streamlining every step of the financial advisory process.

Control risk by configuring our compliance framework to your needs.

Attract new types of clients with game-changing client engagement tools.

The Platform

Our platform consists of three domains each is made for different types of users.

Client Portal

A dedicated platform for your clients with access to all the tools

Adviser Portal

Your daily tool with all that a Financial adviser needs

Introducer Portal

Manage introducer lead flow efficiently

All routine tasks automated

Focus on delivering your service to a wider amount of clients while our AI co-pilot automates all the routine tasks for you.

Collects data from clients: fact find, goal fact find, risk profile, etc.

Automatically requests data from provider

Generates meeting notes and suggest follow up steps

Updates client on progress

Analyses clients data and suggest recommendations

Analyses clients data and suggest recommendations

Platform features

Check below for more details of all platform to understand how it can benefit your business.

Pricing

Our pricing start's from only £9.99 per user per month

About Us

Hear the story of our product and people behind it.

FAQ

Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch.

Is the network only for IFA’s or for mortgage brokers too?

Are you whole of market / independent?

How much control do I have over my business?

Are there any set up or monthly fees to pay?

Can I join as an individual, what joining routes are available?

FAQ

Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch.

Is the network only for IFA’s or for mortgage brokers too?

Are you whole of market / independent?

How much control do I have over my business?

Are there any set up or monthly fees to pay?

Can I join as an individual, what joining routes are available?

FAQ

Should you have any queries about our services, fees or for any other matter please see below some of our most commonly asked questions. If you cannot find an an answer to your query please do get in touch.

Is the network only for IFA’s or for mortgage brokers too?

Are you whole of market / independent?

How much control do I have over my business?

Are there any set up or monthly fees to pay?

Can I join as an individual, what joining routes are available?

Ready to find out more?

Book a call with our sales team at a time of your convenience for a confidential chat about your current situation and how we may be able to support you and your business.

Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.

Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.

Fintuity is a trading name of Fintuity Limited, registered in England & Wales - Company No. 10849933. Fintuity Limited is authorised and regulated by the Financial Conduct Authority under reference number 814106.