Businesses We Serve
Financial Planners and Advisors
Finerty is a must-have application for ambitious financial professionals and financial institutions.
2hrs
Saved per data request
60%
Higher win rates using Finerty
Powered by Finerty
Powered by Finerty is the first grey-labelled Financial Planning and Advice as a Service platform powered by AI, Open Financial Data and Product Distribution.
Our technology transforms how financial planners, wealth advisors, and financial institutions gather data, provide personalised advice at scale, onboard and maintain customer relationships.
Who we support
Financial Planners Wealth Advisors Pension Advisors Tax & Estate Planners Financial Institutions dealing with Pensions, Investments and Insurances
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