OUR CUSTOMERS MANAGE THOUSANDS OF CLIENTS IN THE UK
What can you expect as a member of the Fintuity Network?
Competitive revenue splits with no monthly fee
Full compliance package
Support for all business sizes from sole traders to multi adviser firms
A range of exit options
Award winning technology accessible 24/7
Financial health check tools
Our free to use financial health check tools help you to onboard clients faster, gathering many of the hard facts about a client pre-meeting in a simple digital format. It’s also a great tool for front end lead generation helping clients identify advice needs
Automated diary management and meeting requests
Our diary management meeting booking system is integrated across your entire business, allowing clients to book meetings directly with your advisers with automated client-side reminders and it auto-syncs with popular calendars such as Microsoft Outlook
Adviser and client side applications
Our client portal allows advisers and clients to send and request documents, information and complete risk profiles directly, along with client and adviser side integrations via zoom, justcall and more making it simple deliver your advice
Simple lead to client Backoffice processing
Our integrated back office and CRM system allows you to manage your business seamlessly. With different system roles you can assign and manage tasks, leads, new business processing, clients, LOA’s, research or paraplanning resources with the ability to assign tasks and information quickly and easily. The MI data lets you instantly see what is happening across your client book
Integrated Docusign functions and KYC checking
Avoid duplicating data entry! Our crm/document management and clients portal is fully integrated with docusign, KYC providers and product providers for LOA’s (where possible!), automating, simplifying and speeding up the admin process when moving clients through their journey from prospect to client and beyond
