Financial adviser referral management

FCA-compliant referral tracking for IFAs and wealth managers. Manage professional introductions with full audit trails and outcome reporting.

Financial Planners Referral Management

For growth-focused financial planning firms, referrals represent the most valuable source of new clients. Introductions from accountants, solicitors, and other trusted professionals arrive pre-qualified with higher conversion rates and longer client lifetime value. Building a world-class referral strategy is essential for sustainable AUM growth.

Compliance: FCA Consumer Duty requirements, audit trails, client suitability