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FinWise for financial advisors

Offer FinWise to your clients, so they keep their budget, debt, accounts and investments in one place. Advice stays with you. We suggest starting with a small pilot.

Get in touch
FinWise on a laptop and a phone, with sample data

What it could mean for your clients.

Their whole picture

Accounts, cards, loans, investments and budgets in one place, on the web, iPhone and Android.

Current figures

Clients keep their own picture up to date, so a conversation can start from where they are now.

No competing advice

FinWise gives no advice, sells no financial products and shows no ads.

What it could help your clients with.

Simple budgeting
A payday-to-payday budget, with transactions sorted into categories automatically.
Getting out of debt
Loans, cards, interest rates and payments in one place, so it's clear what's owed. Debt payoff tools are in development.
Financial stress and wellness
A clear view of what's coming in, what's going out and what's left, to help people feel less stressed about money.
Saving and net worth
Savings, investments and net worth in one view. Goals with nudges are in development.
Cutting unnecessary spending
Where the money goes, with debit orders and subscriptions easy to spot.
Financial education
Free calculators and guides on our website today. We're exploring a budgeting course, YouTube series or podcast that could be offered with partners.

What you could see.

Anonymised totals across a group, with minimum group sizes, and never one person's accounts or spending. We'd agree what would be useful with you, subject to legal and compliance review.

Adoption
How many clients joined, how many keep using it, and how many accounts they link.
Financial stress
A short survey before and after a pilot, and the share of people under financial strain.
Financial health
Savings rate, emergency savings, debt position and interest paid.
Direction over time
Whether these figures are improving or getting worse.

How a pilot could work.

1
Start with a few clients
A small group of clients and planners, with what you want to measure agreed upfront.
2
Clients choose to join
They sign up from a link in an email you send. Nothing needs to be built on your side.
3
Agree who pays
You could cover all or part of each client's subscription, or clients could pay. We're open on how this works.
4
Review it together
Look at sign-ups, how many clients keep using it, and what you and they think, then decide what comes next.

What we're exploring.

These aren't built yet. We'd value your view on what would help.

Share with my advisor
A client chooses to give their advisor a view of their finances, and can stop at any time.
Ask for a review
A client asks their advisor to look at something, such as a new loan. Nothing is sent automatically.

Common questions.

Get in touch.

Tell us about your organisation and who you'd like to offer FinWise to. You can also read about the partner programme.

Get in touch