Unlocking the power of
Open Financial Data and AI
for Financial Planners, Advisors and Financial Institutions
Finerty provides a grey-labelled solution for financial planners and advisors to plug and play.
20,000x
faster access to financial data than traditional methods
What Our Platform Does
Four integrated capabilities that take advisors from data collection to executed plan.
Finerty's Aggregated Data
A single source of truth for financial data
We make onboarding easy for consumers, enabling them to securely connect their financial accounts using open banking and open finance and to define their financial goals — 20,000x faster than traditional methods today.
Trusted financial planning and analysis engine
Our proprietary AI isn't just an LLM; it combines rules-based financial planning expertise with advanced analysis to evaluate hundreds of scenarios in real time. It considers client finances, goals, risk tolerance, and preferences, surfacing actionable insights, projections and graphs directly in the advisor dashboard.
Execution-ready Financial Planning
Financial plans are built in minutes, not weeks, with prioritised and optimised scenarios advisors can present confidently and automated statements of suitability compliance teams can support. Integrated product and provider connections help seamlessly execute the recommended plan.
Neo-CRM, with integration to Financial Institutions
Our next-generation CRM provides insights, prioritisation and automates legacy workflow processes, saving firms hours otherwise spent on low-value tasks. Finerty's platform seamlessly onboards customers and ensures the advisor is up to date with pipeline, work-in-progress and case management across the team. Our embedded tools utilise cleansed data within the neo-CRM to ensure you don't need to re-key data across multiple external systems and tools to get the job done.
Client Dashboard
Gives the consumer a digital dashboard to interact with their advisor so they can understand, manage and control their financial data and accounts.
- Clients can connect and share access to their data in less than 3 minutes
- Financial control and confidence
- Faster access to accurate advice and products
- Eliminates paperwork & cognitive overload
- Frictionless experience
Welcome back
Jordan Doyle
Ready to Transform Your
Financial Data Operations?
See how Finerty can help you deliver faster, more accurate financial services.