The referral platform for UK regulated firms.
Every introduction tracked. Every fee accounted for. Every regulator satisfied.
Built for ICAEW, ACCA, FCA and SRA-regulated firms · ISO 27001 in progress · UK data residency
You manage referrals in five places. The regulator wants one.
Referral conversations live in inboxes, WhatsApp groups and spreadsheets nobody updates. The introducer is never KYB'd. The disclosure letter is never signed. The fee is owed for months. Mutuvo brings every referral — sent, received, in progress, won, paid — into one system. Every action timestamped. Every disclosure signed. Every introducer verified.
Built for the work that actually happens in a regulated firm.
Compliance you don't have to think about
ICAEW DPB, FCA Consumer Duty, SRA referral oversight and MLR 2017 KYB — built in. The disclosure letter is generated and signed before the referral leaves your inbox. The annual report is three clicks at year-end.
The introducer is verified before they send a client
Every counterparty firm runs through KYB before joining your panel — Companies House, beneficial owners, PEP and sanctions screening. Re-verified annually. Failed checks halt referrals automatically.
When a fee is agreed, the fee gets paid
Fees are calculated the moment a referral is won, tracked to settlement, and reconciled against your accounts — no more chasing a partner for 8% of an audit fee three months later.
Native to the work, not bolted on
Lives inside Outlook. Shares one branded portal with the firms who refer to you. Your team uses what they already use.
Built for the firms who refer for a living.
- Accountancy firms (ICAEW, ACCA, ICAS)
- Financial planning firms (FCA)
- Law firms (SRA)
- Corporate finance advisers
- Mortgage & protection advisers
Start referring compliantly.
Set up your firm, verify your introducers, and send your first compliant referral in minutes.
Get started