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...

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