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

Sahar Nazir
Author spotlight

Sahar Nazir

News Editor at Professional Adviser

More on Your profession

Culture is the most effective risk tool wealth managers are missing out on

Culture is the most effective risk tool wealth managers are missing out on

'Understanding a firm's culture is understanding its risk profile'

Bev Shah
clock 09 January 2026 • 5 min read
FCA sets October 2027 date for implementation of cryptoasset rules

FCA sets October 2027 date for implementation of cryptoasset rules

Issues further guidance

Michael Nelson
clock 09 January 2026 • 1 min read
WH Ireland shareholders back Team takeover in key vote

WH Ireland shareholders back Team takeover in key vote

FCA clearance still required

Sahar Nazir
clock 09 January 2026 • 3 min read