Help shape the onboarding and
compliance platform your firm actually needs.
IFA firms managing £50m to £500m spend hundreds of hours each year on manual compliance admin and onboarding. Kyvera is pre-product R&D. We are working with early firms to define what gets built first.
WHY WE'RE BUILDING THIS
Four problems every IFA operations team knows.
We've been speaking with compliance leads and COOs at IFA firms across the UK. The same four issues come up every time.
New client onboarding takes days
The same information gets collected, re-entered, and checked across multiple systems by hand. A process that should take minutes routinely takes 3–5 hours per client.
Compliance admin never ends
KYC checks, suitability reviews, and Consumer Duty documentation keep growing while compliance team size often stays the same.
Client data lives everywhere
Your CRM, back-office system, email threads, shared drives, and spreadsheets all hold pieces of the same client record. Teams re-enter the same information repeatedly.
Audit prep is always a crisis
When the FCA requests information, assembling a coherent audit trail can still mean days of manual work across multiple systems.
OUR APPROACH
We're building this with IFA firms, not for them.
Most compliance software is built by people who've never worked in an IFA firm. We're doing this differently.
Deep research first
Before writing a single line of code, we're conducting in-depth interviews with compliance leads, COOs, and principals at IFA firms. We want to understand the problem completely.
Connects to the tools you already use
Kyvera is being designed to connect with the CRMs and back-office systems firms already use. Planned integrations include platforms such as Intelliflo, Salesforce, and Curo.
Designed for the FCA environment
UK-specific from the ground up. Consumer Duty, PROD, ongoing suitability, and audit requirements are part of the design from the start.
WHO'S BUILDING THIS
Why I am building Kyvera now.
I'm Kaiyun, the founder of Kyvera.
I spent months speaking directly with compliance and operations leaders at UK IFA firms. The same issue kept coming up. Strong teams were losing too much time to manual onboarding, rekeying, and audit preparation.
I am not claiming to have all the answers from day one. This is exactly why Kyvera is in R&D. Early partner firms shape the workflow, priorities, and integration roadmap before anything is final.
If you lead compliance or operations, your input is useful right now. The goal is to build software that works in real firms, not just in a product demo.
HOW IT WORKS
One workflow. Every system updated automatically.
This section shows the workflow we are building with early firms. It is not a live product.
Step 1: Client details captured once
A client completes one structured intake flow. The aim is to avoid duplicate requests and repeated data entry.
Step 2: Checks run in a consistent process
KYC and onboarding checks follow a clear process with less manual chasing and less risk of missing steps.
Step 3: Planned integrations reduce rekeying
Planned integrations target common IFA systems such as Intelliflo, Salesforce, and Curo so firms can avoid repeated data entry.
Step 4: Audit history prepared as work happens
Each workflow step is recorded to make reviews easier and reduce last-minute audit preparation work.
Integrations are planned and prioritised with early partner firms.
Let's have a conversation.
If you run or work at an IFA firm, we would value 20 minutes of your time. No pitch. Just a conversation about how your firm handles compliance and onboarding today.
Your details will only be used to arrange a conversation. We will never pass them to third parties or add you to a mailing list.
WHAT WE HEAR IN DISCOVERY CALLS
Common pain points from UK IFA leaders.
These are anonymised quotes from research calls with compliance and operations leaders.