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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Experience Fintegrate
Bespoke setup
Working with you, we set up Fintegrate to fit your Centralised Investment Proposition, platform, provider selection and charging structure.
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What the industry is saying
What the industry is saying
Swipe left to read more.
Mark Chanda
Head of Distribution, FE fundinfo
“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.”
Chet Velani
Managing Director, EValue
“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.”
John Netting
Co-Founder/Director, Sense Network
“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.”
Lee Parkinson
Chief Executive Officer, Fintegrate
“Fintegrate was borne out of a frustration with the suite of digital financial planning solutions currently available in the marketplace. We wanted to create a solution tailored to the specific needs of each financial planning firm, rather than the other way round.”
Mike Barret
Managing Director, the lang cat
“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.”
Nathan Fryer
Managing Director, Plan Works
“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.”
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