“We have a solution for each step of your client journey”
— Fintuity team
Digital marketing campaigns
Check below for more details of all platform to understand how it can benefit your business.
Booking system
Check below for more details of all platform to understand how it can benefit your business.
Referrals service
Our pricing start's from only £9.99 per user per month
Task management system
Hear the story of our product and people behind it.
Lead generation
Virtual Adviser
Our virtual adviser service provides personalized financial guidance and support, offering convenient access to expert advice anytime, anywhere.
Initial meeting
We provide a wide range of onboarding tools for your clients so you can concentrate on more important stuff.
Our integrated calendar and diary booking system allows you to meet and service clients with ease.
Initial meeting
Meeting Transcription and AI smart notes
Our transcription and AI smart notes service converts client meetings into actionable insights, ensuring comprehensive documentation and efficient decision-making in financial planning.
Fact finding
We've speed up routine tasks for advisers to make them effectively process more cases.
Our risk profiling service offers personalized assessments to determine the optimal investment strategies tailored to your individual risk tolerance and financial goals.
Our goal fact-finding service helps you identify and prioritize your financial objectives, ensuring that your investment plans are aligned with your long-term aspirations.
Fact finding
Financial profile
Our client financial profiling service provides a comprehensive analysis of your financial situation, offering insights that guide personalized and effective investment strategies.
Fact finding
End to end LOA processing
Our automated LOA processing tool is an end to end solution. Simply use the platform to create the LOA and our team will process it for you, providing updates on platform and creating a data harvest sheet.
Advise and Planning
Coming soon
New functionality coming soon!
Document generation and exchange
We’re speed up routine tasks for advisers to make them effectively solve more cases.
Our document upload and sign feature enables seamless submission and digital signing of financial documents, ensuring efficiency and security in client transactions.
Our KYC service ensures regulatory compliance and enhances security by verifying client identities, facilitating smooth onboarding and maintaining trust in financial transactions.
Our document generation service efficiently creates customized financial documents, ensuring accuracy and compliance with industry standards, tailored to meet client-specific needs.
Execution
Protection
Get instant quotes, compare offers, submit applications online with main insurance providers dirctly from the platform.
Execution
Investment & Pension
Register new clients, open accounts, set up potrfolio, process payments and ararnge trasfer from exixting investment and pension account with just a client of a button.
Automated ongoing review
You can regularly schedule your clients to review their finances and their financial goals. All the updated data will be highlighted for you as well as the new projesctions.
Platfrom for IFAs made by IFAs
Book a Demo
