Compliance and Onboarding
Shouldn't Take This Long.
IFA firms managing £50m–£500m spend hundreds of hours a year on manual compliance admin and client onboarding. We're building the software to fix that — and we're looking for the firms who want to help shape it.
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, Consumer Duty documentation — the list grows every year while your compliance team stays the same size.
Client data lives everywhere
Your CRM, back-office system, email threads, shared drives, spreadsheets — the same client data re-entered into Intelliflo, Salesforce, or Curo every single time a new client joins.
Audit prep is always a crisis
When the FCA requests information, pulling together a coherent audit trail means days of manual work across multiple systems — every single time.
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 will integrate directly with the CRMs and back-office systems your firm already runs — Intelliflo, Salesforce, Curo, and more. Client data collected once, pushed everywhere it needs to go. No more re-entering the same information across systems.
Designed for the FCA environment
UK-specific from the ground up. Consumer Duty, PROD, ongoing suitability, and audit requirements built in — not bolted on.
WHO'S BUILDING THIS
A founder who understands operational complexity.
I'm Kaiyun, the founder of Kyvera.
I started this after noticing something that kept coming up when speaking with people in the IFA space — highly skilled, FCA-regulated teams spending a disproportionate amount of their time on compliance admin and client onboarding that should frankly be automated.
My goal is simple: speak with the firms experiencing this problem, understand it properly, and build software that actually fixes it. No assumptions, no shortcuts.
I'm currently conducting research interviews with compliance leads, COOs, and principals at IFA firms across the UK. If that's you — I'd genuinely love 20 minutes of your time.
HOW IT WORKS
One workflow. Every system updated automatically.
Kyvera sits between your onboarding process and your existing systems — so data collected once flows everywhere it needs to go.
Step 1 — Client documents collected
A new client completes a single smart form — once. Kyvera collects everything needed for onboarding, KYC, and suitability in one go.
Step 2 — KYC check run automatically
Kyvera runs identity verification and KYC checks in the background against FCA requirements. Results are flagged instantly — no manual chasing.
Step 3 — Data pushed to your existing CRM
Verified client data is automatically pushed to Intelliflo, Salesforce, Curo, or whichever system your firm uses. No copy-pasting, no re-entry, no errors from manual input.
Step 4 — Audit trail generated automatically
Every step of the onboarding and compliance process is logged and stored automatically. When the FCA asks, your audit trail is already complete.
Integrations with Intelliflo, Salesforce, and Curo planned for launch. Early partners will help prioritise which integrations we build first.
Let's have a conversation.
If you run or work at an IFA firm and any of this resonates, we'd genuinely 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.