Visible Capital unlocks value in data to power the financial advice journey
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We are authorised and regulated by the FCA as a Registered Account Information Service Provider (FRN: 834786)
Save time on gathering data
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Enhanced client experience. -
Reduced cost price of data acquisition.
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More insightful data, quicker.
Expand your insight with details of your clients trends over time.
Easy integration with your existing back office
We are integrated with the main software providers in the financial advice sector, eliminating the need to log into yet another portal.
Our easy-to-use open API is live
This means that it is even easier to set up integrations with us, which will ultimately benefit both you and your client.
Market leading solutions that provide access to clients financial data in real time
Income & expenditure
The richest data, the story of their financial lives as recorded on their bank statements utilising open banking technology.
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Pensions, savings and investments
Insights to look after the interests of your customers throughout their lives and milestones.
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Coming Soon
Credit data
Identify key areas where additional cover is affordable but also where affordability is stressed, intervene with advice on more appropriate products.
FIND OUT MOREVisible Capital Over 50s research
Attitudes towards financial planning, technology, and inheritance. The report is now available to download.
Book a FREE demo now to see how you can benefit from our powerful features
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We are authorised and regulated by the FCA as a Registered Account Information Service Provider (FRN: 834786) under the Payment Services Regulations 2023 (PSRs).
Proudly ISO/IEC 27001 accredited.