Our AML solutions mean you can easily identify high-risk applicants and manage them appropriately.
Automated Decisioning
Improving productivity across your business
Helping you to give the best possible financial support to your customers, when they need it most
Quick searches that turn complex data into clear outcomes, to help you help your customers.
Case Management​
Manage your marketing and customer communication campaigns
Data Aggregation
Driven by the effective management of disparate data sets
Our technology makes customer engagement and data collection quick, easy and accurate
Software solutions to help your customers switch providers, and save money
Workflow Management
Software to streamline your operational processes
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Fully Automated Software For Financial Advisors

Every tool you need to power your IFA business

Save time, save money and win more business

The beating heart of your business is here. We are bringing financial advice into the 21st century with a suite of tools for Independent Financial Advisors to accelerate their business.

Workflows

Automate processes throughout the customer life cycle and make sure staff are working through compliant processes.

Document Automation

Automate the generation of key fact documents, letters of engagement and more.

Credit reporting built-in for credit searches in seconds, with additional Anti-Money Laundering (AML) reports to help you with KYC and AML compliance.

Seamless Integration

Client portal with integrated Open Banking to communicate with clients, verify ID, pull Bank Statements, Credit reports, AML checks and upload documents – integrating seamlessly with Aryza Advize.

Lead Management

Exceed sales targets every month with intelligent sales automation tools.

Marketing Automation

Generate more leads and work on selling to the most engaged customers

Digital Signatures

No more hard copies. Make the most of our eSignature integration to speed up document and approval processes.

Aryza Messenger

Connect with customers via our client portal for instant communication – verify ID’s, upload relevant documents, pull Credit Reports, Bank Statements, Anti-Money Laundering (AML) reports and DVLA checks.

Guaranteed to improve leads, sales, support and compliance

50 Minutes

Average time saved by automation per customer.

40% Leads to Sales Improvement

Customers on average report an improvement of 40% on sales after using Aryza Advize.

33% Increase in Revenue

Sales and marketing automation results in drastic increase in revenue.

Discover our wide range of features

Our account managers offer training and proactive setup service to ensure efficiencies are delivered from day one.

Clients and partners

Creditfix logo
TransUnion logo
experian logo
Vulnerability Registration Service logo
The Centre for Social Justice logo

Let's see what we can achieve together

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