Powerful Solutions for
Financial Professionals
Everything you need to streamline data exchange and manage client relationships efficiently.
Our Products
Built from the ground up for the financial services industry.
Secure Data Exchange
Real-time, encrypted data transfer between financial institutions and advisors with complete audit trails.
- Real-time synchronization
- End-to-end encryption
- Compliance logging
Pension Transfers
Streamlined pension transfer workflows with digital documentation and automated status tracking.
- Digital documentation
- Automated tracking
- Compliance support
Financial Institutions
API-first platform designed for banks, insurance companies, and investment firms to connect with advisors.
- RESTful API Suite
- Bank-grade security
- Regulatory compliance
Financial Advisors
Comprehensive tools for managing client portfolios, generating LOAs, and connecting with multiple providers.
- Client management
- LOA generation
- Multi-provider support
Enterprise-Grade Security
Built with security at its core. We implement industry-leading practices to protect your data and ensure regulatory compliance.
From OAuth2 authentication to complete audit trails, every transaction is tracked and secured.
Seamless Integrations
Connect with the tools and services you already use.
DocuSign
Industry-leading e-signature solution for secure document signing.
Keycloak
Enterprise identity management with SSO and multi-realm support.
REST API
Comprehensive API for custom integrations and automation.
Ready to Get Started?
Join leading financial professionals who trust Finerty for secure data exchange.