Improve productivity and efficiency in these key areas
Research & recommendations
Tailored to meet your specific needs.
Fintegrate is bespoke to your firms centralised investment proposition. Our customisable approach provides you with complete control.
Robust & Repeatable.
Don’t let disjointed advice processes lead to inconsistent outcomes. Fintegrate delivers consistency, improves financial compliance and demonstrates it simply.
What are people saying?
“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.”