Financial 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
Transform Your Advisory Practice
Our digital platform captures automated consumer consent and instructions. Letters of Authority, Change of Agency, Switch Instructions and Pension Transfer instructions are issued in real time directly to data providers, eliminating delays and manual intervention.
We aggregate, analyse, and enrich financial data to generate accurate, actionable insights for financial advisors and financial institutions. Our aggregated financial picture of a client or entity supports faster KYC, suitability, financial planning & assessment processes.
Our customers save up to two hours per data request, and our research shows they are 60% more likely to win new business using Finerty.
Also Ideal For:
Key Benefits
Automated Consumer Consent
Our digital platform captures automated consumer consent and instructions through a compliant digital journey.
Real-Time Data Requests
Letters of Authority, Change of Agency, Switch Instructions and Pension Transfer instructions are issued in real time directly to data providers.
Aggregated Financial Insights
We aggregate, analyse, and enrich financial data to generate accurate, actionable insights for financial advisors.
Faster KYC & Suitability
Our aggregated financial picture of a client or entity supports faster KYC, suitability, financial planning & assessment processes.
Corporate Data Insights
With API connectivity to Company Registration and Annual Accounts Office, we provide automated data insights regarding Corporate Entity & Company Shareholder clients.
Automated Cashflow Analysis
Our Open Banking API Connectivity provides discreet and automated cashflow categorisation to support cash flow analysis and financial planning.
Related Resources
Learn more about how Open Finance can transform your practice.
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