Financial Planning & Advice
as a Service
One platform connecting Advisors, Financial Institutions & Consumers.
We believe the future of advice is one fully integrated platform giving financial planners and advisors a single source of truth for financial data and a platform that delivers faster, accurate and personalised advice to their clients.
Financial data shouldn't slow advice or product sales
Today, financial advisors and institutions spend countless hours manually requesting, chasing, and rekeying information that already exists digitally across the financial ecosystem.
Current Processes
- Letters of Authority
- Change of Agency requests
- Pension transfers
- Data collection
Still Handled Through
- PDFs
- Emails
- Fragmented workflows
Resulting In
- Delays
- Errors
- Rising operational costs
- Poor client experience
As regulation and client expectations evolve, humans and legacy systems cannot scale to meet demand for their services.
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.
The Result?
Faster onboarding
Better advice
Lower operational cost
Improved client experience
Automated, consent-driven data access
Secure consumer authorisation through compliant digital consent journeys.
Real-time requests issued directly to providers
Data requests sent instantly to financial institutions without manual intervention.
Aggregated financial picture
Complete view across products and institutions in one unified platform.
Secure API connectivity
Modular integration with existing technology stacks and workflows.
How It Works
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.
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
Designed to deliver real impact
80%
'Busy work' task automation
20,000x
Faster access to financial data
60%
Higher win rates using Finerty
+320%
Increased output
Customer Feedback
Here's what industry leaders are saying after seeing the product in action
Preparing for Open Finance
Open Finance will soon extend the principles of Open Banking across pensions, investments, insurance, debt, and asset management.
As regulation evolves across the UK, EU, and globally, firms that modernise their data infrastructure early will be best positioned to compete — delivering faster, more transparent, and more personalised financial services.
At Finerty, we are focused on enabling this transition and supporting our customers and the industry as we unlock the power of Open Finance.
