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.