Fintegrate System Update – September ’26

At Fintegrate, we’re committed to delivering monthly updates driven by your feedback, ensuring our platform evolves to meet your needs. Our mission remains steadfast: to provide next-generation technology that saves you time, so you can focus on what truly matters – your clients. 

In this series, we’ll keep you informed about our latest releases, including explanations, user guides, and videos for more complex features. We hope you find these updates valuable and would love to hear your thoughts!

What’s New at Fintegrate? 

Other Charges

Other Charge has been added to the Analyser, allowing you to produce more accurate reports by capturing any additional charges relevant to your client’s portfolio.

For a full comparison of adviser and platform charges between an existing policy and a recommended policy, we recommend using the Review tool.

CPI and RPI 0.5% increments

You can now use 0.5% increments when selecting the RPI and CPI benchmarks in the Analyser and the Review.

Analysis can be saved under client records

Analysis in the Analyser can now be saved against a specific client, giving every client their own folder of saved comparisons.

You can access and create analysis directly from the Investment Analyser tab on the client’s dashboard, and when saving, simply start typing a client’s name in the dropdown to find them without scrolling.

From the existing analysis page, you can search by client name or analysis name to pull up exactly what you need, without hunting through unorganised saves.

Intelliflo Policy Number added on Import

When importing from intelliflo, we made it easier to identify the right policies you wish to import by adding their policy number.

Additional Rate of Return to RIY

The Additional Rate of Return Required is now available in the RIY calculator.

Where a recommended arrangement carries higher charges than an existing policy, this calculation illustrates the level of additional investment performance needed to offset those costs, supporting your suitability analysis and helping you evidence your recommendation clearly to clients.

Increased Cap for Investments in Analyser

You can now add up to 20 investments in the Analyser along with 12 benchmarks.

This helps you analyse more funds or MPS side by side allowing you to see everything you need in one analysis only.

Tracking error in fund and MPS filters

Tracking error measures how closely a fund or portfolio follows its benchmark. A low tracking error indicates the fund moves in line with the benchmark, while a higher tracking error suggests greater deviation, which can be useful when assessing active management or comparing passive funds.

You can now filter by tracking error in the Ratios section of both the fund and model filters, making it quicker to identify funds or portfolios that meet your tolerance for benchmark deviation as part of your research and selection process.

Custom Report Settings

Firm admins can now save report templates in the settings page, defining which pages and sections are included as your default for Analyser and Review reports.

Once configured, your preferences are applied automatically at the point of download via a simple dropdown selection.

No more adjusting report settings each time, just select your template and go.

Download our guide here.