Finative

Leave paper-based processes behind by utilising the latest financial open-banking technology instead. Finative gives you ability to integrate your client journeys directly into your website while managing all information through a centralised system.

Every client receives their own online dashboard with all information catalogued and easily accessible ready for any time they need broker services. This allows brokers the opportunity to offer pro-active support for your client and offer relevant financial products when help is needed most.