🚀 Industry First: Finally See Every Appointed Representative Under a Principal Firm

If you sell into Independent Financial Advisers (IFAs) or wealth managers, you already know the frustration.

You find a large principal firm.
You know they operate a network model.
You know there are dozens — maybe hundreds — of Appointed Representatives (ARs) underneath them.

But here’s the problem:

👉 On the FCA website, there’s no simple way to see how many ARs sit under one principal firm.
👉 You can’t easily see who those AR firms are in one structured view.
👉 And you certainly can’t see all the FCA-regulated individuals working at those ARs with contact details ready for outreach.

Until now.

🛡️ Introducing an Industry-First AR Intelligence Database

TOVO has built the first structured database that allows you to:

• Identify every Appointed Representative under a principal firm

• See the FCA-regulated employees working at each AR

• Access verified contact details for outreach

• Understand the network structure at scale

This changes everything.

If you’re selling adviser software, compliance solutions, AI tools, or portfolio platforms — you don’t just need one meeting with the principal firm.

You need visibility across the entire network.

Now you can reach:

• The decision-makers at the principal

• The advisers operating under each AR

• The compliance contacts inside every sub-entity

All in one place.

🎯 Why This Matters for Advisor Software & Platform Sales

When selling into adviser networks, scale is everything.

If a principal firm oversees 150 ARs, that’s 150 businesses you may need to engage — not one.

With TOVO, you can:

✅ See the full AR structure instantly
✅ Export contact lists across the network
✅ Segment by region, permissions, firm size
✅ Target both network leadership and AR-level decision-makers

No guesswork. No manual FCA digging.

🧠 Verified Activities + AI Classification

And it doesn’t stop there.

We’ve also built:

🔎 Manually verified activity classification
Our industry experts have manually classified FCA-regulated financial advisers — meaning you’re not relying on vague SIC codes or keyword scraping.

🤖 AI-powered market flagging
Our system automatically identifies and categorises newly regulated financial advisers entering the market — so you can reach them before your competitors even know they exist.

⚡ Why This Is a Game Changer

For the first time, sales and marketing teams can:

• Understand adviser networks in full

• Identify every AR under a principal

• Access contact details for the regulated individuals within them

• Launch targeted campaigns across entire networks — instantly

If you're selling into IFAs or wealth advisers, this isn’t just another filter.

It’s a structural shift in how you go to market.

If you'd like to see how many ARs sit under your target principal firms, I can show you in seconds.

The network intelligence layer for financial services is finally here.

#WealthTech #IFA #FinancialAdvisers #RegTech #FCA #SalesEnablement #AdvisorNetworks #TOVO