Finerty offers a cloud‑based, grey‑label platform that automates consent‑driven financial data collection via open banking APIs, giving advisors and institutions a single, real‑time view of client assets across banks, pensions, and insurers.
Funding
Funding not disclosed
Founders
Product
Problem
Financial advisors and institutions spend extensive time manually requesting, chasing, and re‑entering client financial data through PDFs, emails, and fragmented workflows, leading to delays, errors, high operational costs, and a poor client experience.
Solution
Finerty provides a cloud‑based, grey‑labelled platform that creates a single source of truth for client financial data by connecting advisors, financial institutions, and consumers via open banking and open finance APIs. The solution automates consent‑driven data collection, enabling secure digital authorisations and real‑time data requests directly to providers without manual intervention. Aggregated data is presented through an AI‑enhanced planning engine that evaluates hundreds of scenarios in real time, delivering personalised insights, projections, and compliance‑ready statements of suitability. Advisors access the unified view and analytics via a modular API that integrates with existing tech stacks, allowing faster onboarding, more accurate advice, and reduced operational overhead. The platform also offers a consumer dashboard for clients to control data sharing, set goals, and interact with their advisor, improving transparency and satisfaction.
Target Audience
Primary customers are wealth advisors, financial planners, and financial institutions that need to streamline data collection and deliver personalised financial advice at scale.
Features
- Secure, compliant digital consent journeys for consumer‑authorised data access
- Real‑time API requests to banks, pension providers, insurers, and other financial institutions
- Aggregated financial picture across products and institutions in a unified dashboard
- Proprietary AI planning engine combining rules‑based expertise with advanced analytics to evaluate hundreds of scenarios instantly
- Execution‑ready financial plans with automated statements of suitability and integrated product/provider connections
- Modular API connectivity for seamless integration with existing advisor workflows and technology stacks
- Consumer portal enabling data connection and goal setting in under three minutes