At Finerty, we are not waiting for the financial industry to evolve - we’re driving it! 

Finerty is a grey label Financial Planning and Advice as a Service platform for CFPs and Advisors, powered by Open Finance, Open Banking, AI and Product Distribution, with the ‘advisor in the loop’.



One fully integrated platform for Financial Planners & Advisors to ‘plug and play’.

- AML & Onboarding 'fintech experience'
- Data Lake
- Insights and Alerts
- CRM
- Automated Task Management LOAs, COAs, LSO & RO Requests
- Pension Aggregation
- Pension Max Funding Calculator
- Cashflow Modelling
- Automated Suitability Statements
- Product Quotes and Comparison
- Product Distribution across Pension, Investment and Protection
- Interactive Client Portal (greylabelled)
- Integrated Provider Platform
- Open Banking
- Open Finance
- AI
- AISP

Book a demo
https://www.finertydata.com/contact/?type=demo

Visit our website
https://www.finertydata.com/

Finerty

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Finerty

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