Reduce complexity, time and cost, whilst delivering optimum client outcomes. Tailored to meet your specific needs.

Reduce complexity, time and cost, whilst delivering optimum client outcomes. Tailored to meet your specific needs.

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Robust & Repeatable

Don’t let disjointed advice processes lead to inconsistent outcomes. Fintegrate aligns streamlined processes specifically to your firm, delivers consistency, improves compliance and demonstrates it simply.

Enhanced Efficiency

Work smarter, not harder. Removing the need for a fragmented approach, Fintegrate saves you time, which saves you money.

Distinct Advantage

When technology really works for you, it not only makes life easier but makes you work better. Fintegrate doesn’t just work for you, it was built specifically for you.

What are people saying?

“FE fundinfo is delighted to be able to support Fintegrate’s aim of streamlining the financial planning process for advisory firms. We have long been advocates of improving efficiencies and the availability of information for Financial Advisers and Fintegrate’s offering will help that, backed by accurate and up to date fund data provided by FE fundinfo.”

Mark Chanda – Head of Distribution,
FE fundinfo

“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 – Chief Commercial Officer, Evalue

“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 Barrett – Consulting Director, The Lang Cat

“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

“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 (Outsourced Paraplanner of the Year 2020) – Managing Director, Plan Works Ltd

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