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

Minister reiterates no-change stance on APR and BPR proposals

Minister reiterates no-change stance on APR and BPR proposals

In response to MP’s ‘devastating consequences’ warning

Sahar Nazir
clock 29 October 2025 • 4 min read
Reeves: Investment 'cannot come at cost of economic responsibility'

Reeves: Investment 'cannot come at cost of economic responsibility'

Budget decisions ‘do not come for free’

Michael Nelson
clock 29 October 2025 • 2 min read
PA Asks: Is AI a bubble?

PA Asks: Is AI a bubble?

Plus, LLP NICs, EIS and ESG ratings

Professional Adviser
clock 29 October 2025 • 1 min read