Optimise your financial planning
Dramatically reduce time, cost and complexity, whilst delivering optimum client outcomes
Get started with your 14 day trial
Get started with your 14 day trial
Trusted by
"Fintegrate gives us the ability to impress our customers with a magic moment very early on in our relationship with them."
A closer look
The four key elements of Fintegrate
Risk profiling
Research & recommendations
Portfolio review
Client reporting
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Built to work alongside your client cashflow modelling, Fintegrate's intuitive risk analysis helps accurately determine suitable client risk profiles and solidify the foundation for your advice.
Instantly import and analyse existing portfolios in a way which becomes much more interactive with your clients.
Deliver client reviews more efficiently and effectively, helping demonstrate the real value you add for your clients.
Generate automated, white-labelled, jargon-free client reports at the click of a button.
Typical time savings
71
%
0
Up to
% time saving*
Fintegrate is already helping firms save up to 71% on the typical time taken to undertake what are often quoted as the most labour intensive and time-consuming elements of the financial planning process (315 minutes reduced to 90 minutes).
Fintegrate is already helping firms save up to 71% on the typical time taken to undertake what are often quoted as the most labour intensive and time-consuming elements of the financial planning process (315 minutes reduced to 90 minutes).
Typical time savings
Fintegrate is already helping firms save up to 71% on the typical time taken to undertake what are often quoted as the most labour intensive and time-consuming elements of the financial planning process (315 minutes reduced to 90 minutes).
Time saving in specific areas
Up to
71
%
time saving*
White-labelled client reporting
Here at Fintegrate we take a fresh approach to client reporting. After all, treating customers fairly shouldn't mean presenting clients with a 50 page, text-heavy report.
Here at Fintegrate we take a fresh approach to client reporting. After all, treating customers fairly shouldn't mean presenting clients with a 50 page, text-heavy report.
Our white-labelled reports are generated at the click of a button. No more industry jargon - instead, aesthetically pleasing, compliant reports designed to enhance client interaction.
Demonstrate compliance
Fintegrate provides you and your firm with a clear and repeatable digital framework to follow every time. Not only does it help maximise efficiencies and deliver tangible benefits within your firm, it also helps demonstrate compliance and mitigate business risk.
Bespoke to your firm
Unlike many software solutions on the market, Fintegrate is not an "off-the-shelf" solution. Instead, it is built on a bespoke basis to reflect your firm's advisory model and centralised investment proposition.
Easy setup
We arrange a convenient time with you for us to discuss and understand your advisory model and centralised investment proposition. Once we've captured all the necessary information, we then get to work on creating your bespoke Fintegrate solution. It's as easy as that.
Your savings calculator
Calculate your potential time saving and increased earning potential.
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How is this calculated?
What our industry peers are saying?
Industry testimonials, hover for full quote
Industry testimonials, click for full quote
"Over the years we have found many tools that help, IO, FE Analytics, Voyant, but the crowning glory of our app-stack is Fintegrate..."
Sebastian Elwell
Director, Switchfoot Wealth
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“Financial planning is said to be both a science and an art. The skill of the adviser is in negotiating compromises with clients between their competing objectives; risk Vs return, spending now Vs saving for later etc. How then to introduce consistency, rigour and repeatability to the process without destroying the artistic side of the advice process? Over the years we have found many tools that help, IO, FE Analytics, Voyant, but the crowning glory of our app-stack is Fintegrate. It allows us to distil the out-put of our research and artistic discussions with clients into a time-effective, attractive, client out-put. Fintegrate was the missing piece of the process-puzzle and I am very happy to have found it! ” Sebastian Elwell
"...help advisers meet their suitability obligations, and ensure that their clients have the right investments for their objectives."
Chet Velani
Managing Director, EV
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“The combination of Fintegrate’s practical experience and EValue’s powerful financial forecasts and risk suitability capabilities will form an impressive combination to help advisers meet their suitability obligations, and ensure that their clients have the right investments for their objectives. We are delighted to be working with them to help improve client outcomes.”
Chet Velani, Managing Director, EValue
Chet Velani, Managing Director, EValue
"...having the right robust and repeatable processes in place is the lynchpin to any successful advice model, and Fintegrate will help deliver just that."
John Netting
Co-Founder/Director, Sense Network
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“With ever-increasing compliance and regulatory demands placed upon advisory firms, selecting the right tools and technologies to support your business is never plain sailing. With my compliance hat on, having the right robust and repeatable processes in place is the lynchpin to any successful advice model, and Fintegrate will help deliver just that.
John Netting, Co-Founder/Director, Sense Network
John Netting, Co-Founder/Director, Sense Network
"...reducing the cost of delivering advice, whilst improving customer outcomes."
Mike Barret
Consulting Director, the lang cat
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“Anything that helps provide a more seamless end to end advice process for the advice firm, together with an improved experience for the client should be a win/win. Fintegrate does exactly that - reducing the cost of delivering advice, whilst improving customer outcomes.”
Mike Barret, Managing Director, the lang cat
Mike Barret, Managing Director, the lang cat
"...I have already advised all of my partner firms to take a closer look at Fintegrate."
Nathan Fryer
Managing Director, Plan Works
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“I am passionate about integrity and quality in financial advice and it is clear to see that the guys at Fintegrate share that same ethos. Having effective and efficient processes in place is vital for any firm, and I have already advised all of my partner firms to take a closer look at Fintegrate.”
Nathan Fryer, Managing Director, Plan Works
Nathan Fryer, Managing Director, Plan Works
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