Independent Advisors
Professional planning tools for independent advisors and small teams.
Your expertise, finally presented the way it deserves.
Ibernia gives financial advisors a single workspace to model cashflows and present plans that clients actually understand.
Holistic adviceA holistic platform across the key areas of advice
Cashflow ModelingWealth & LegacyProtection & InsuranceClient Education
Who It's For
Built for modern advisory teams.
Wealth Managers
Connected planning and client insights for growing firms.
Private Banking & Enterprise Teams
Secure, interactive planning for larger teams and institutions.
Why Financial Advisors Choose Ibernia
Built for professionals who want to plan faster, present better, and advise smarter.
Trust-first client experience
Starts from goals and life plans, not products. Makes a complex conversation simple. Fuels rapport, by design.
Built-in growth engine
Upsell investments and cross-sell insurance for existing clients. Capture new prospects via family tree.
Differentiation
Brings the firm forward with AI workflows and all commercial levers you need in one digital workspace.
Repeatable advisory playbook
Standardizes discovery, covering all P0 questions through a guided path. Supports real-time objection handling.
See the difference between a traditional workflow and a modern advisory platform.
Traditional workflow
Manual data entry and spreadsheets
Clunky, outdated interfaces
Generic, one-size-fits-all reports
Limited compliance features
With Ibernia
Automated AI insights and data imports
Modern, intuitive UX design
Personalized, client-specific outputs
Built-in compliance and audit trails
By The Numbers
To build a client plan
Lead-to-client conversion with AI-powered advice
Adults struggle to explain compound interest
Of investors seek holistic financial advice
How It Works
From onboarding to delivery, Ibernia streamlines your entire planning workflow.
1
Onboard in minutes
Capture your client's finances, goals, and family details in minutes.
2
Build the plan live
Model cashflow, test scenarios, and adjust decisions together.
3
Let AI guide you
Surface gaps, flag weak assumptions, and suggest next steps.
4
Deliver and follow up
Share a clear report and keep plans updated over time.
Who We Are
We are a team of technology experts who have built sales solutions at the largest tech companies globally, including Google, TikTok, and Snapchat.
Each member of our founding advisory panel brings 30+ years of practice across wealth management and private banking.
30+years of experience
Every feature was shaped by how real advisory conversations happen: the questions clients ask, the gaps legacy tools leave, and the moments where trust is won or lost.
Trust by Design
Choose The Plan That Fits You Best
MonthlyYearly
Essential
The fundamental tools to start building clear and effective financial planning.
€49
/ month per advisor + VAT
- Goal Setting
- Cashflow Modeller
- Model Scenarios and Comparison
- Client Profile
Most Popular
Premium
Tools designed for more advanced analysis, more effective client conversations, and holistic advice.
€69
/ month per advisor + VAT
- Everything in Essential
- Insurance Module
- Wealth and Inheritance Module
- Advisor's playbook
Enterprise
Everything in Premium, plus tailored AI, white labeling and priority support.
Contact us
- Everything in Premium
- Tailored AI Solutions
- White Labeling and Integration with Existing Infra
- Priority Support
Ready to Transform Your Financial Planning Workflow?
Join forward-thinking advisors who are already using AI to deliver better client outcomes.
Secure, cloud-based, no installation required
Book a 15 Min Demo
Choose a time that works for you, or send us a message instead.
Frequently Asked Questions
What is Ibernia?
Ibernia is a financial planning platform built for advisors. It turns complex data such as income, expenses, savings, and investments into clear, interactive projections that show how a client's finances evolve over time.
Who is Ibernia for?
Ibernia is built for independent advisors, wealth managers, and private banking teams who want to plan faster, visualize better, and deliver a more engaging client experience.
How is Ibernia different from spreadsheets or other tools?
Ibernia gives you the flexibility of a spreadsheet with the power of automation. It calculates everything instantly, creates visual cashflow graphs, and lets you test what-if scenarios without endless formulas.
Do clients need to install anything?
No installation is needed. Advisors can share secure links that clients can open directly to view their plans online.
Can I customize Ibernia for my firm?
Yes. You can adapt assumptions, escalation rates, commission types, currencies, and even add your logo.
Does Ibernia use artificial intelligence?
Yes. AI helps analyze financial data and suggest planning insights that advisors review and personalize before sharing.