Optimise your financial planning

Dramatically reduce time, cost and complexity, whilst delivering optimum client outcomes
Get started with your 14 day trial
Get started with your 14 day trial

Trusted by

"Fintegrate gives us the ability to impress our customers with a magic moment very early on in our relationship with them."
Lee Parkingson
CEO Fintegrate

What our industry peers are saying?

Industry testimonials, hover for full quote
Industry testimonials, click for full quote

How does Fintegrate work?

Typical time savings

71
%
0
Up to
% time saving*
Fintegrate is already helping firms save up to 71% on the typical time taken to undertake what are often quoted as the most labour intensive and time-consuming elements of the financial planning process (315 minutes reduced to 90 minutes).
Fintegrate is already helping firms save up to 71% on the typical time taken to undertake what are often quoted as the most labour intensive and time-consuming elements of the financial planning process (315 minutes reduced to 90 minutes).

Typical time savings

Fintegrate is already helping firms save up to 71% on the typical time taken to undertake what are often quoted as the most labour intensive and time-consuming elements of the financial planning process (315 minutes reduced to 90 minutes).

Time saving in specific areas

Up to
71
%
time saving*
Advanced risk profiling
50%
Research & recommendations
71%
Portfolio reviews
66%
Client reporting
75%

A closer look

The four key elements of Fintegrate
Risk profiling
Research & recommendations
Portfolio review
Client reporting

Double-click this headline to edit the text.

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.

White-labelled client reporting

Here at Fintegrate we take a fresh approach to client reporting. After all, treating customers fairly shouldn't mean presenting clients with a 50 page, text-heavy report.

Here at Fintegrate we take a fresh approach to client reporting. After all, treating customers fairly shouldn't mean presenting clients with a 50 page, text-heavy report.
Our white-labelled reports are generated at the click of a button. No more industry jargon - instead, aesthetically pleasing, compliant reports designed to enhance client interaction.

Your savings calculator

Calculate your potential time saving and increased earning potential.
basicadvanced
Using Fintegrate you could:
Save nearly: hrs every month
Resulting in additional revenue opportunity of: £
How is this calculated?
Using Fintegrate you could:
Save nearly: hours each month
Resulting in additional revenue generation of: £ each month

Schedule your free trial

To get started with you free 14 day trial, simply book a short initial demo with one of our friendly experts
Select a time for your 30 minute web call
Meet our team
Tell us about your firm & ask any questions
We'll setup your free trial account
Fintegrate Financial Solutions Limited, Unit 1 Guest House Farm, Runshaw Lane, Euxton, Chorley, Lancashire, United Kingdom, PR7 6HD.
Copyright © Fintegrate2021
ICO registration number ZA755896
Follow us
linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram