Join Fintuity’s IFA network and elevate your self-employed financial adviser career with whole-of-market access, a cutting-edge client management platform, and comprehensive support. Whether you're looking for a flexible mortgage network or seeking IFA network benefits, we provide the tools and resources to help your financial advisory business thrive.
Join the Fintuity IFA Network and transform your financial advisory business. As a self-employed financial adviser, you can streamline your workflow with our digital IFA network, freeing up more time to focus on your clients and business growth. Let us handle the time-consuming administration and paraplanning tasks, so you can concentrate on providing expert financial advice and expanding your IFA network opportunities.
Who We Are
Our Mission
Whole of market
Provide your clients with whole-of-market access to a full range of financial solutions, products, and providers, ensuring they receive the best possible advice.
Modern client experiences
Leverage our digital IFA network with integrated tools such as fact-finding, risk profiling, KYC, document signatures, and a seamless client app, making financial advice efficient and accessible.
Innovation
Our integrated IFA platform harnesses modern technology to streamline wealth management, making it more efficient, digital, and affordable for both self-employed financial advisers and their clients.
Access a full range of investment products, from asset management to alternative investments, with the Fintuity IFA Network. Get the tools and support to grow your advisory business.
With Fintuity’s IFA network, you benefit from uo to 85% revenue split, covering PI insurance, full administrative support, paraplanning services, and cutting-edge technology—all at no extra cost.
As a self-employed financial adviser, your time is valuable. Fintuity’s back-office support handles compliance, reporting, document preparation, and provider coordination, ensuring your practice runs smoothly and efficiently.
Our free-to-use Virtual Adviser tools help you onboard clients faster, capturing essential client details in a simple digital format before your meetings. This tool also enhances front-end lead generation, assisting clients in identifying their financial advice needs.
Manage your entire financial advisory business through Fintuity’s award-winning digital IFA platform. Our system integrates CRM, automated workflows, and real-time performance tracking, centralizing client acquisition, engagement, and retention.
Gain access to a centralized pool of high-quality leads generated by our specialized marketing team. With Fintuity’s IFA network, you have the flexibility to subscribe or unsubscribe from lead-generation campaigns based on your business capacity and focus areas, helping you manage your workload efficiently.
Operate your self-employed financial advisory business digitally with minimal overhead, providing clients with a modern, seamless experience. The Fintuity IFA network platform equips you with cutting-edge tools to enhance client engagement, portfolio tracking, and administrative efficiency.
Client Portal and Dashboard
Our digital IFA platform offers a comprehensive client portal, providing a unified view of all financial products. This enables real-time portfolio tracking, secure document exchange, and direct communication between advisers and clients.
See Platform Demo
End to end LOA processing
Our automated Letter of Authority (LOA) tool streamlines administration by managing the entire process for you. Generate LOAs via Fintuity, track real-time updates, and receive a comprehensive data harvest sheet for record-keeping.
Meeting Transcription and AI Notes
The Fintuity IFA network’s integrated booking system automates client-adviser interactions, managing scheduling, transcription, and AI-powered meeting notes to optimize your workflow and ensure seamless communication.
Interactive Fact Finding
Streamline your workflow with our interactive fact-finding tool, designed to efficiently identify and prioritize client objectives and risk profiles. This user-friendly solution enhances the client experience while ensuring accurate insights and saving you valuable time.
Fintuity is more than just an IFA network—it’s a comprehensive service solution designed for self-employed financial advisers. Our streamlined digital platform allows you to focus on client relationships, while we take care of compliance, reporting, and client onboarding.
Efficient Client Onboarding
Our streamlined digital onboarding system simplifies adding new clients, ensuring a seamless and high-quality experience from day one.
Full Admin Support
The fully digital Fintuity IFA platform reduces the need for physical infrastructure, helping you minimize overhead costs while maintaining operational efficiency.
Enhanced Client Satisfaction
Offer a modern, transparent, and accessible financial advisory service that meets the expectations of today’s clients, delivering a seamless user experience through digital tools.
Discover new horizons
of client growth.
Direct contacts
bd@fintuity.com
Address
128 City Road, London, EC1V 2NX