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Powering your financial planning

Dramatically reduce time, cost and complexity, whilst delivering optimum client outcomes.

Improve efficiency where it matters the most

You’ve spent time establishing your advisory model and carefully creating your Centralised Investment Proposition. Using this information, Fintegrate significantly increases efficiency focusing on the key areas below.

Risk modelling

Accurately determine a client’s risk profile and set the foundation for your advice.

Research & recommendations

Instantly import and analyse existing portfolios in a way which becomes much more interactive with your clients.

Portfolio reviews

Deliver client reviews more efficiently and effectively, helping demonstrate the real value you add for your clients.

Client reporting

Generate automated, white-labelled, jargon-free client reports at the click of a button.

Your time saving

Remove the hurdles in your financial planning process.

Total time taken in key areas

Without Fintegrate: 315 Mins
With Fintegrate: 90 Mins
71% time saving

*excludes time spent with client(s)

Your time saving

We’ll remove the hurdles in your financial planning process and free up your time so you can do more of the things you want to do.

Typical time taken*

Without Fintegrate

With Fintegrate

Risk profiling

10 mins

5 mins

Research and recommendations

70 mins

20 mins

Client reporting

75 mins

25 mins

Portfolio reviews

160 mins

40 mins

Total

315 Minutes

90 Minutes

*excludes time spent with client(s)

Typical time taken through the whole process*

By connecting the key stages of the financial planning process, Fintegrate can not only reduce the time taken at the four main areas, but can reduce the average time for an entire case by almost half.

Without Fintegrate

With Fintegrate

Initial client onboarding

10 mins

10 mins

Fact finding

35 mins

35 mins

Risk profiling

10 mins

5 mins

Cashflow planning

50 mins

50 mins

Research and recommendations

70 mins

20 mins

Client reporting

75 mins

25 mins

Implementation

40 mins

40 mins

Portfolio reviews

160 mins

40 mins

Cashflow planning

5 mins

5 mins

Total

455 Minutes

230 Minutes

455 Minutes

Total

230 Minutes

Total time taken in key areas

Without Fintegrate: 455 Mins
With Fintegrate: 230 Mins
49% time saving

*excludes time spent with client(s)

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Your next steps

We pride ourselves on making the complex simple. Access to Fintegrate is just a few steps away.

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Book a demo

Click here to schedule a free demo at a time that suits you.

Experience Fintegrate

One of our experts will give you a one-to-one demo, walking you through Fintegrates features and benefits.
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Bespoke setup

Working with you, we set up Fintegrate to fit your Centralised Investment Proposition, platform, provider selection and charging structure.

 

 

Start saving time

Enjoy reduced complexity, high quality outputs and more free time. Your only regret will be that you hadn’t signed up sooner…

What the industry is saying

What the industry is saying

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Book your demo

See how Fintegrate can benefit you with a one-to-one demo