Finerty Information

At Finerty, we are not waiting for the financial industry to evolve - we’re driving it! Finerty is a grey label Financial Planning and Advice as a Service platform for CFPs and Advisors, powered by Open Finance, Open Banking, AI and Product Distribution, with the ‘advisor in the loop’. One fully integrated platform for Financial Planners & Advisors to ‘plug and play’. - AML & Onboarding 'fintech experience' - Data Lake - Insights and Alerts - CRM - Automated Task Management LOAs, COAs, LSO & RO Requests - Pension Aggregation - Pension Max Funding Calculator - Cashflow Modelling - Automated Suitability Statements - Product Quotes and Comparison - Product Distribution across Pension, Investment and Protection - Interactive Client Portal (greylabelled) - Integrated Provider Platform - Open Banking - Open Finance - AI - AISP Book a demo https://www.finertydata.com/contact/?type=demo Visit our website https://www.finertydata.com/