Financial Planning & Advice as a Service
Connecting Advisors, 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.
TRUSTED BY LEADING WEALTH MANAGERS & FINANCIAL INSTITUTIONS
THE INDUSTRY FRICTION & LEGACY PROCESSES
Financial data shouldn't slow
advice or product sales
Today, financial advisors and institutions spend 90% of their time manually requesting, chasing, and rekeying data across disconnected systems.
FRAGMENTED WORKFLOWS & MANUAL BOTTLENECKS
Still Handled Through
PDFs, Emails & Paperwork
Manual LOA forms, legacy pension transfer requests, and static spreadsheets cause weeks of unnecessary delays and human error.
THE INDUSTRY IMPACT & UNSCALABLE SYSTEMS
Legacy Systems Cannot Scale
To Meet Client Demand
As regulation and client expectations evolve, human staff and legacy infrastructure rising operational costs lead to poor client experience.
INTRODUCING FINERTY
INTRODUCING FINERTY
Unlocking Open
Financial Data
& Proprietary AI
Finerty provides a plug-and-play solution giving advisors a single source of truth for financial data, faster onboarding, and better advice.
The Result?
- Faster onboarding
- Better advice
- Lower operational cost
- Improved client experience
OUR PLATFORM
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.
Finerty's Aggregated Data (A single source of truth)
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.
FEATURES
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.
Consent recorded instantly using secure, digital signatures.
Compliant digital authorization for pension and investment sync.
Smart contract-verified digital mandate with provider.
Secure consumer declaration and goal authorization.
Tamper-proof compliance log stored securely on server.
Consent recorded instantly using secure, digital signatures.
Compliant digital authorization for pension and investment sync.
Smart contract-verified digital mandate with provider.
Secure consumer declaration and goal authorization.
Tamper-proof compliance log stored securely on server.
Consent recorded instantly using secure, digital signatures.
Compliant digital authorization for pension and investment sync.
Smart contract-verified digital mandate with provider.
Secure consumer declaration and goal authorization.
Tamper-proof compliance log stored securely on server.
Consent recorded instantly using secure, digital signatures.
Compliant digital authorization for pension and investment sync.
Smart contract-verified digital mandate with provider.
Secure consumer declaration and goal authorization.
Tamper-proof compliance log stored securely on server.
Automated, consent-driven data access
Secure consumer authorisation through compliant digital consent journeys.
Aviva Pension -> updated successfully
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.
TOP VISIONARIES
Jensen Huang
CEO, NVIDIA
"The speed of data aggregation and clarity is incredible."
Sam Altman
CEO, OpenAI
"Finerty transforms financial advice with AI and open data."
Elon Musk
CEO, X Corp
"Real-time financial data access across institutions is revolutionary."
Unlocking Open Financial Data & AI
The Future of Advice
One fully integrated platform giving financial planners and advisors a single source of truth for financial data to deliver faster, accurate, and personalised advice.
Automated Data Access
Secure consumer authorisation through compliant digital consent journeys.
Real-Time Provider Requests
Data requests sent instantly to financial institutions without manual intervention.
Aggregated Financial Picture
Complete view across products and institutions in one unified platform with modular API connectivity.
Open Financial Data & AI Architecture
How Finerty Works
Three steps to connect Advisors, Financial Institutions & Consumers with real-time financial planning and advice.
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.
Customer Feedback
Here's what industry leaders are saying after seeing the product in action
Unlocking the power of Open Financial Data and AI for Advisors, Planners & Institutions.
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
"It's incredibly refreshing to see financial technology built by people who actually understand the nuances of what we need on the ground. The AI-driven scenario planning alone saves me hours of prep time."
Senior Financial Planner
Advisory Practice
"I really like it from both the customer and advisor side. The client onboarding journey is frictionless, and the backend dashboard gives us exactly the actionable insights we need without any clutter."
Wealth Management Director
Financial Services
"This is badly needed — we've been outsourcing this manual data collection and compliance task overseas for years. Finerty automates the heavy lifting so our advisors can focus strictly on client relationships."
Head of Operations
Financial Institution
"I'm absolutely in love with the product. Having a unified single source of truth for my clients' finances means I can provide much more accurate, personalized advice faster than ever before."
Independent Financial Advisor
Private Wealth
"We need this platform yesterday. The ability to seamlessly aggregate client data across multiple financial institutions and immediately run optimized planning scenarios is an absolute game-changer for our advisory workflow."
Managing Director
Wealth Advisory Firm
"This solves multiple critical pain points for the wealth industry. From secure digital consent to real-time provider execution, the entire architecture is robust, compliant, and phenomenally well-engineered."
CTO
WealthTech Advisory Group
"It's truly like the Apple version of financial planning software. The intuitive design combined with powerful open finance connectivity creates a user experience that is lightyears ahead of legacy systems."
Head of Innovation
Open Finance Provider
For Consumers & Advisors
Client Dashboard: Designed to Deliver Real Impact
Gives the consumer a digital dashboard to interact with their advisor so they can understand, manage and control their financial data and accounts.
Frictionless Advice & Financial Control
- Clients can connect and share access to their data in less than 3 minutes
- Financial control and confidence for every consumer
- Faster access to accurate advice and tailored financial products
- Eliminates paperwork & cognitive overload completely
- Frictionless experience for advisors and clients alike
Open Finance
Preparing for Open Finance
Open Finance will soon extend the principles of Open Banking across pensions, investments, insurance, debt, and asset management.
Technology
Built For Speed
Frontend powered by React and Next.js for a responsive user interface. Backend crafted using Go's Standard Library — zero third-party frameworks. We compiled everything into single-binary efficiency to deliver sub-millisecond encryption and decryption routines. Simple. Raw. Fast.
Get in Touch
Have a question, feedback, or need help with Open Financial Data & AI? We're here to help.
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