Fintegrate

Built for Advisers,
Loved by Paraplanners.

Analyser

Risk Profiling

Hub

Report Builder

Footprint

Recommendation Builder

Review

Research & Analysis

Tired of ridiculously high prices for your comparison software? Scroll on to see how Fintegrate makes life easier across your whole firm, at much less cost.

Request a demo

Only £99 per month

Explore our solutions

Fintegrate exists to cut through the
complexity that slows advice firms down.

Our solutions are built to streamline your investment process, eliminate manual work, and give your team back hours every week. Whether you’re reviewing portfolios, analysing data, managing provider relationships or reporting to clients, Fintegrate saves you time, reduces cost, and puts you in control.

Fintegrate Review

Deliver professional, compliant client reviews with tailored recommendations, cost disclosures, and risk profiling – all in one place

Find out more

Key features

Create fast, compliant client review reports with built-in risk profiling, portfolio analysis, and tailored recommendations. Automate cost disclosures, project future performance, and meet regulatory requirements with ease. All reports are custom-branded and fully editable for your firm.

Digital Risk Profiling

Policy Analysis

Recommendation Builder

Aggregated Costs & Charges Disclosures

Projection Modelling

Custom Branded Reports

Fintegrate Analyser

Compare and research MPS portfolios and funds instantly, with performance, charges, and risk insights – all in one streamlined tool.

Find out more

Key features

Research and compare MPS portfolios and funds across the full investment universe. Access performance charts, risk metrics, charges, benchmarks, and more – all in one place. Save time and improve accuracy with intuitive tools designed for advisers and paraplanners.

Instant MPS comparison

Fund research & analysis

Dynamic performance charting

Custom benchmarking

Custom portfolio builder

Advanced filtering tool

Fintegrate Hub

A central source for exploring MPS propositions – see key features, factsheets, platform availability, and the latest provider updates.

Find out more

Key features

Explore MPS propositions with factsheets, platform availability, and provider insights. View brochures, key features, and market outlook commentary from portfolio managers. Stay informed, reduce research time, and discover new investment solutions with confidence.

MPS key features

Portfolio factsheets

Provider brochures

Platform availability

Provider market outlook

Portfolio updates & commentary

Fintegrate Footprint

Automate live client valuations and track true performance across platforms, with fully branded reports and detailed charges analysis.

Find out more

Key features

Connect directly to platforms for daily valuations, charges, and transaction data. Produce real-time performance reports using money-weighted returns and live client data. Support Consumer Duty with consistent, branded reports and accurate cost breakdowns.

Platform integration

Valuation reports

Consistent reporting

Money-weighted performance

Cost & charges disclosures

Transaction history

Fintegrate, it’s all you need

Adviser tech doesn’t have to be overcomplicated, overpriced, or stuck in 2009. So we made a little something to show just how simple, and powerful, it can be. A nod to Love Actually. A break-up note to legacy tech. And a reminder that Fintegrate really is all you need.

Key benefits

Fintegrate vs others

	Fintegrate	Other tools
Performance Comparison
Fund factsheet and KIID download
Bespoke portfolio builder, inc rebalance history
Free and instant MPS/DFM portfolio access
Choice of digital risk profilers
Built-in CIP mapping
Aggregated costs disclosure with project modelling
Annual suitability assessment
Custom branded reports, client friendly design
Free Paraplanner license
	£99 per month	£250 per month

Customised for you

Every firm is different, so Fintegrate is built around yours. We tailor your setup to reflect your advisory model, centralised investment proposition, and reporting needs. No complicated onboarding. No workarounds. Just a simple, efficient platform that fits how you already work.

Compliance made simple

Fintegrate gives you a clear, repeatable process that meets the expectations of both your clients and your compliance team. From audit trails to investment consistency, it’s all built in – helping reduce risk and giving you confidence that you’re doing things right.

Save time. Save money.

Rekeying data? Manual workarounds? Multiple systems? That’s legacy. Fintegrate brings everything into one platform, helping your team work faster, make better decisions, and eliminate inefficiencies that cost you time and money every day.

Simple Pricing. No Surprises.

We’re not into complicated pricing.
Just two clear plans: both packed with power, and easy to understand.

£99 per month

This price includes a paraplanner licence with every adviser licence

Review

Deliver professional, compliant client reviews with tailored recommendations, cost disclosures, and risk profiling – all in one place

Digital risk profiling including ATRQ
Policy analysis and recommendation builder
Aggregated cost and charges disclosures, including projections
Custom branded client reports

Included

Analyser

Compare and research MPS portfolios and funds instantly, with performance, charges, and risk insights – all in one streamlined tool.

Instant MPS and fund comparison
Dynamic performance charting including custom benchmarks
Portfolio builder with full rebalance history support
Advanced filters for MPS & funds

Included

Hub

A central source for exploring MPS propositions – see key features, factsheets, platform availability, and the latest provider updates.

MPS portfolio features, videos, and marketing collateral
Latest factsheets and brochures directly from providers
Platform availability for each MPS solution
Provider commentary on market outlook and portfolio updates

Included

£99 per month

This price includes a paraplanner licence with every adviser licence

+£50 per month

Review

Deliver professional, compliant client reviews with tailored recommendations, cost disclosures, and risk profiling – all in one place

Digital risk profiling including ATRQ
Policy analysis and recommendation builder
Aggregated cost and charges disclosures, including projections
Custom branded client reports

Included

Analyser

Compare and research MPS portfolios and funds instantly, with performance, charges, and risk insights – all in one streamlined tool.

Instant MPS and fund comparison
Dynamic performance charting including custom benchmarks
Portfolio builder with full rebalance history support
Advanced filters for MPS & funds

Included

Hub

A central source for exploring MPS propositions – see key features, factsheets, platform availability, and the latest provider updates.

MPS portfolio features, videos, and marketing collateral
Latest factsheets and brochures directly from providers
Platform availability for each MPS solution
Provider commentary on market outlook and portfolio updates

Included

Footprint

Automate live client valuations and track true performance across platforms, with fully branded reports and detailed charges analysis.

Live reporting across multiple platforms with daily data feeds
Custom branded valuation and performance reports
Money-weighted performance metrics
Transaction history including adviser & platform charges

*Additional integration costs apply

Schedule your
free trial

Most adviser tech slows you down. Fintegrate is different.

It’s built from the ground up to help modern advice firms move faster, reduce costs, and deliver better outcomes – without the usual friction. From streamlining portfolio reviews to simplifying provider due diligence, Fintegrate gives you control of your investment process in one intuitive platform. If your team is drowning in spreadsheets, copy-paste jobs, or legacy systems that charge more than they deliver — it’s time for something better. Book a quick demo and see how Fintegrate can free up your time, tidy your process, and transform the way you work.

<br />

Get in touch with us today

Request a demo

FAQs

Do I need permission to view some MPS/DFMs?

With Fintegrate, you can instantly view performance, risk, and charges across 1,500+ models from 70+ providers – without needing permission. Just pick your models and run unlimited comparisons.

Can I build my own portfolio?

Our Portfolio Tracker helps you incorporate historical portfolio rebalances or switches to provide a true representation of performance for your custom portfolio. With our CSV Bulk Upload, you can upload ISIN codes, percentage weightings, and rebalance dates – eliminating the need to recreate portfolios from scratch and saving you valuable time.

Can the reports be branded to my firm with my logo?

Yes. You can upload your company logo and customise cover images in reports. Full-colour customisation is available, allowing you to apply your firm’s branding across all tools, including theme colours, charts, and graphs.

Can I send a digital ATRQ?

You can send a digital Attitude to Risk to your clients by email directly from Fintegrate. You can send it individually to each client in a household or joint for them to complete. You have a wide range of options with our EV and FinaMetrica integrations.

Are there any hidden costs?

You get Fintegrate Review, Analyser, and Hub for £99+VAT per month. A free paraplanner licence is included for each adviser licence purchased. The only additional costs are for IO integration, which adds 10% to your subscription; and for our Footprint tool (contact us at contact@fintegrate.co.uk for more information).

Where do you get your data from?

We get our data from Morningstar, a leading independent research and ratings firm with broad coverage of the investment universe. Morningstar | Empowering Investor Success

Do I have to be an advisory firm to use your software?

Not at all. We also work with DFMs, compliance firms, and outsourced paraplanners. Get in touch at contact@fintegrate.co.uk to learn more.

Can I compare my investment selection against any MPS or fund?

With Fintegrate Analyser, you can compare MPS models, custom portfolios or funds with ease, focusing on the data that matters most to your daily decisions. With Fintegrate’s Investment Analyser, you’ll get the insights you need, faster than ever.

Are your reports compliant with the FCA requirements (Consumer Duty and MIFIDD II)?

All our reports are built to be MIFID II and Consumer Duty compliant. With Fintegrate Review, you can deliver clear, meaningful reports aligned with your clients’ objectives and CIP.

What benchmarks are available? Can I compare my portfolios against inflation, cash or the FTSE 100?

You can choose from over 500 benchmarks, empowering you to compare portfolio performance against a wide range of industry standards such as the IA sector, the ABI sector, inflation, cash and more.

Where is my data stored?

Our infrastructure is hosted in the UK on AWS, leveraging the security features and best practices provided by the platform to safeguard our systems and data. All our data in our RDS database is encrypted using AWS Key Management Service (KMS) ensuring that sensitive information is protected at rest.

Can I download the providers’ portfolios factsheets?

Yes. You can download any fund factsheet from our Analyser tool. MPS provider factsheets are being added progressively to Fintegrate Hub for easy access.

Can my CIP be risk mapped?

Yes. Thanks to our partnerships with EV and FinaMetrica, you can risk-map your CIP to different time horizons and comfort ranges, helping you build a robust, repeatable mapping process.

Do you have a support team who can help if we need assistance?

Our support team is available 9am–5pm, Monday to Friday, at support@fintegrate.co.uk.

What do the reports look like?

You can preview example reports from both Fintegrate Review and Analyser. Contact us for samples or download them from our resources section.

Can I compare platforms’ costs?

Once you have created your platform selection, Fintegrate Review will automatically select the most cost-effective provider based on charges and your firm’s centralised investment proposition (CIP).

What risk profiles do you work with?

We work in strategic partnership with EV and FinaMetrica. If you would like us to integrate with other providers, please contact us at contact@fintegrate.co.uk.

How many clients/analyses can I store in the system?

There are no limits. You can run unlimited comparisons and store as many client analyses as needed, giving you complete flexibility for your reviews and research.

What’s Gurdit’s favourite ice cream flavour?

Pistachio!

What did Mark Chanda use to look like before losing his hair?

You’ll have to ask him… Contact him on LinkedIn: Mark Chanda | LinkedIn

Which part of Scotland is David’s accent from?

Can you not guess from this video?

Can you guess what sport Sol is a professional athlete?

Basketball! Yes, really! Follow her and the other incredible athletes on: Super League Basketball – YouTube

What our users are saying

Matt Wiltshire

Co-Managing Director, Niche Private Clients

Fintegrate now has over 120 MPS providers on the system with all of their models, and you can just pick and choose how to compare them, and really benchmark it. You can see that benchmarking performance, and it’s visually attractive, it’s a great thing to actually use. It was that missing link, historic tools just don’t look right alongside everything else.

To me, we’re now using something that’s bang up to date and looks right, works right and tells me the information I want, it integrates with other tools, it’s everything we needed it to be.

Steve Smith

Managing Director, Centurion

Fintegrate brings to us a consistent mapping and systemised approach to getting that whole risk discussion, attitude to risk, capacity for loss, into our proposition.

From my point of view, my biggest win from it is that everyone within the business uses it, so I can sleep a bit easier at night because I know everyone is going through the same system, we’re doing everything from the same place, even if we end up with different results and outputs, we’re starting from the same palace, which I think is essential and that’s the biggest it brings to us.

Karen Guy

Director, Symphony Financial Advisers.

After having so many systems which didn’t talk to each other, it was great to finally come across the adviser-led system, Fintegrate.

Fintegrate will not only streamline our internal processes and make time efficiencies, but also provide us with a cost saving of £15,000 pa.

Simon Roughsedge

Director, Clarus Wealth

“It took out a load of work and future proofed the next step in our process, that’s why we like using Fintegrate.”

Fintegrate System Update – July ’26

Fintegrate

What’s New at Fintegrate in July 2026? Discover our latest releases across the platform.

Read article

Fintegrate System Update – June ’26

Fintegrate

What’s New at Fintegrate in June 2026? Discover our latest releases across the platform.

Read article

Fintegrate and intelliflo

Fintegrate

Re-keying client data between systems is one of those tasks that nobody enjoys and nobody should still be doing. Our intelliflo integration removes that friction.

Read article

Footprint is here

Fintegrate

Footprint is here. Our new live reporting and portfolio insights tool gives advisers and paraplanners an always-current, accurate picture of every client portfolio – daily valuations, current holdings, full transaction history, and charges, all in one place.

Read article

Fintegrate System Update – May ’26

Fintegrate

What’s New at Fintegrate in May 2026? Discover our latest releases across the platform.

Read article

Fintegrate System Update – April ’26

Fintegrate

What’s New at Fintegrate in April 2026? Discover our latest releases across the platform.

Read article

Introducing Proxy Performance and Custom Benchmarks

Fintegrate

We’re pleased to announce the launch of two new features in Fintegrate: Proxy Performance and Custom Benchmarks. Together, they give advisers greater flexibility and control when building and comparing portfolios – helping you deliver more complete, transparent analysis for your clients.

Read article

Fintegrate System Update – February ’26

Fintegrate

What’s New at Fintegrate in September 2026? Discover our latest releases across the platform.

Read article

Introducing the New Fintegrate Dashboard

Fintegrate

We’re excited to unveil the new Fintegrate dashboard, designed to make navigation faster, clearer, and centred around the way you work. The updated interface brings our four core propositions together in a more intuitive way.

Read article

Fintegrate System Update – November ’25

Fintegrate

What’s New at Fintegrate in November 2025? Discover our latest releases across the platform.

Read article

Fintegrate System Update – October ’25

Fintegrate

What’s New at Fintegrate in October 2025? Discover our latest releases across the platform.

Read article

Fintegrate System Update – September ’25

Fintegrate

What’s New at Fintegrate in September 2025? Discover our latest releases across the platform.

Read article

Fintegrate Releases Advanced Filters

Fintegrate

Advanced Filters for both Portfolios and Funds are now available in the Investment Analyser, giving you the power to create shortlists tailored to your client’s goals and your due diligence requirements.

Read article

Introducing Fintegrate’s New Recommendation Page

Fintegrate

This is the page where you shape and finalise your client’s future investments. It’s a critical step in your process, and we’ve made it faster, clearer, and more flexible.

Read article

Fintegrate Now Integrates with FinaMetrica

Fintegrate

In response to growing demand from our users, we’re pleased to announce that FinaMetrica (a Morningstar product) is now fully integrated with Fintegrate.

Read article

June ’25 System Update

Fintegrate

What’s New at Fintegrate in June 2025? Discover our latest releases across the platform.

Read article

May ’25 System Update

Fintegrate

What’s New at Fintegrate in May 2025? Discover our latest releases across the platform.

Read article

February ’25 System Update

Fintegrate

What’s New at Fintegrate in February 2025? Discover our latest releases across the platform.

Read article

Industry Benchmarks

Fintegrate

Compare portfolio performance against a wide range of industry benchmarks.

Read article

Meet Fintegrate Analyser

Insights

Fintegrate’s Investment Analyser is your fast, intuitive tool for in-depth investment research.

Read article

Meet Portfolio Tracker.

Analysis

Fintegrate’s Portfolio Tracker helps you demonstrate the impact of your decisions.

Read article

Get in touch with us today

Request a demo

Built for Advisers, Loved by Paraplanners.

Explore our solutions

Fintegrate exists to cut through the complexity that slows advice firms down.

Fintegrate Review

Key features

Digital Risk Profiling

Policy Analysis

Recommendation Builder

Aggregated Costs & Charges Disclosures

Projection Modelling

Custom Branded Reports

Fintegrate Analyser

Key features

Instant MPS comparison

Fund research & analysis

Dynamic performance charting

Custom benchmarking

Custom portfolio builder

Advanced filtering tool

Fintegrate Hub

Key features

MPS key features

Portfolio factsheets

Provider brochures

Platform availability

Provider market outlook

Portfolio updates & commentary

Fintegrate Footprint

Key features

Platform integration

Valuation reports

Consistent reporting

Money-weighted performance

Cost & charges disclosures

Transaction history

Fintegrate, it’s all you need

Key benefits

Fintegrate vs others

Other Tools

Customised for you

Compliance made simple

Save time. Save money.

Simple Pricing. No Surprises.

Review

Analyser

Hub

Review

Analyser

Hub

Footprint

Schedule your free trial

Most adviser tech slows you down. Fintegrate is different.

Get in touch with us today

FAQs

What our users are saying

Resources

Get in touch with us today

Built for Advisers,
Loved by Paraplanners.

Fintegrate exists to cut through the
complexity that slows advice firms down.

Schedule your
free trial