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 Search

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.