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

Do you really think the young are bypassing advice by choice?

Do you really think the young are bypassing advice by choice?

We could use a bit more empathy when it comes to future clients

Hope Coumbe
clock 20 May 2024 • 4 min read
Industry calls for an interest rate drop of 5% from Bank of England

Industry calls for an interest rate drop of 5% from Bank of England

The monetary policy committee will have its next meeting on 20 June

Hope Coumbe
clock 20 May 2024 • 1 min read
Property inheritance figures paint bleak tax picture for millennials

Property inheritance figures paint bleak tax picture for millennials

Millennials on course for an ‘inheritance tax bombshell’

Sahar Nazir
clock 20 May 2024 • 2 min read