A white-glove FX partnership for advisers, family offices and wealth managers
Your clients' wealth crosses borders. Their FX strategy should too. Deliver best-in-class FX and treasury solutions to your high-net-worth clients through our white-glove service.
How can advisers and family offices offer FX solutions?
High-net-worth clients hold property, income and investments in more than one currency. You introduce them to FinXtra, and we deliver currency payments, forward contracts and risk mitigation solutions with personal service. FinXtra does not provide investment advice, so your advice stays yours, and we agree partnership terms with you case by case, where your professional rules allow it.
Currency drag is easy to miss in a high-net-worth portfolio
Clients with foreign property, income or investments are exposed to the exchange rate every time they move money. When no one manages it, value leaks quietly, and it rarely shows up as a line item.
Who this partnership is for
How the partnership works
Personal attention for clients who expect it
Every client is handled by a real person at FinXtra, with forward contracts, FX options, limit orders and other risk tools available. Larger or more structured exposures are discussed case by case.
Institutional FX, with a human adviser
Forward contracts, options and other services are subject to eligibility and approval. FinXtra does not provide investment advice.
Markets we serve
Why advisers and family offices partner with FinXtra
- Personal service for clients who expect it.
- Currency solutions that sit alongside your advice without replacing it.
- A partner, not a product: your clients get a named adviser and you get a direct line to our team.
- Services delivered by an industry-leading provider.
- Partnership terms agreed case by case with each partner.
- 1,000+ clients worldwide.
Adviser partnership: common questions
How do you work with high-net-worth clients and family offices?
We provide FX and treasury solutions, with personal service from FinXtra. Larger or more structured exposures are discussed case by case.
How do I become a FinXtra partner?
Use the Become a Partner button or call us. We start with a short conversation about your network and how you prefer to make introductions.
How are partnership terms set?
Terms are agreed case by case with each partner, in the first conversation. There are no standard or guaranteed rates or earnings.
Can I accept referral fees in my profession?
Rules on referral fees and client disclosure differ by profession and jurisdiction. Check with your regulator, professional body or compliance officer before you accept any fee. FinXtra cannot give you legal or regulatory advice on this.
Who serves the client once I refer them?
FinXtra serves the client directly, with services subject to eligibility and approval.
Is FinXtra regulated?
FinXtra works with Ebury, which provides the payment and foreign exchange services. Ebury Canada is registered with FINTRAC, and all client funds are held with Ebury Canada in line with regulatory standards. See the regulatory disclosure at the bottom of this page for the US, UK and Mexico.
This page is general information, not financial, tax, legal or investment advice. Referral fees and client disclosure requirements differ by profession and jurisdiction, and you are responsible for confirming what applies to you. Services are subject to eligibility and approval.
Offer your clients a white-glove currency service
Tell us about your network. We will explain how the program works, what your clients get and how we handle each introduction.
Related partner pages: Real estate agents & developers · Accountants · Lawyers · Explore the partner program →
Solutions: International payments · Forward contracts
