Fintel launches platform to streamline adviser workflows

Platform to support advisers managing multiple software solutions

Sahar Nazir
clock • 2 min read

Fintel has launched a platform Fintel IQ aimed at streamlining technology and workflow solutions for intermediary advice businesses.

The Fintel IQ platform aims to help large intermediary businesses with over 100 advisers manage their advice and regulatory workflows through a single connected technology platform. It brings together technology and insight providers, including Plannr, Defaqto, VouchedFor, Competent Adviser, Synaptic, and Owen James into a modular, connected platform, allowing large advice firms to scale their businesses. Fintel said the platform creates a scalable advice platform through two-way API integrations with the "best technology solutions in the sector". SimplyBiz managing director Kyle A...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

How advisers can support clients through market volatility

How advisers can support clients through market volatility

‘Losses simply hurt more than gains feel good’

Sophia Panayi
clock 08 May 2026 • 3 min read
Feel Good Friday: Depledge founder to swim five-mile lake for Manchester homeless charity

Feel Good Friday: Depledge founder to swim five-mile lake for Manchester homeless charity

Raising money for Lifeshare

Professional Adviser
clock 08 May 2026 • 1 min read
Advising UK resident US citizens: A challenge worth embracing

Advising UK resident US citizens: A challenge worth embracing

Cross-border rules create a plethora of pitfalls

Tony Mudd
clock 08 May 2026 • 8 min read