Company Performance Metrics
Kyvera develops onboarding and compliance workflow software for UK independent financial adviser firms. The company focuses on automating client onboarding, know your customer checks, anti-money laundering processes, and broader regulatory compliance tasks. Its planned platform is tailored to the Financial Conduct Authority environment, including
Consumer Duty, PROD guidelines, ongoing suitability, and audit trail requirements. Kyvera conducts in-depth discovery with compliance leads, chief operating officers, and firm principals to shape workflow design and priorities. The software is being designed to capture client information once, run checks in a consistent process, and prepare audit history as work happens. Planned integrations include common financial customer relationship management and back-office systems such as Intelliflo, Salesforce, and Curo. The offering targets UK wealth management and IFA firms seeking to reduce manual data re-entry and compliance administration in their operations.