In the ever-evolving landscape of financial advisory services, technology plays a pivotal role in not only simplifying processes but also ensuring compliance with regulatory frameworks like MiFID II and the recently introduced Consumer Duty.

Among the solutions making waves in this space, Fintegrate stands out as a comprehensive digital platform that empowers advisory firms to navigate these challenges seamlessly.

Intelligent Office (IO) Integration

One of the standout features of Fintegrate is its seamless integration with Intelligent Office (IO), a leading back office system used by advisory firms to manage client data, workflows, and appointments. This integration serves as a bridge between advisory firms and the robust capabilities of Fintegrate, allowing for streamlined operations and enhanced client interactions.

IO users can leverage Fintegrate to automate their centralised investment proposition (CIP), making it easier than ever to maintain alignment with their unique investment processes. This means that advisory firms can simplify portfolio management, reduce administrative burdens, and ensure consistency in their advice.

Consumer Duty Compliance

The Consumer Duty, introduced to the financial advisory community, emphasises that advisers must prioritise their clients' best interests, provide transparency, manage conflicts of interest, and consider costs and value for money. Fintegrate's customisability and robust reporting capabilities align perfectly with these requirements.

With Fintegrate, advisory firms can automate compliance and deliver good outcomes for clients. The platform's client-friendly automated reports are designed to be easy to understand, clearly explaining risks, costs, and benefits associated with recommended products or services. This transparency helps advisers meet the Consumer Duty's demands and build trust with their clients.

Streamlining Advisory Processes

In a world where time and efficiency are paramount, Fintegrate steps in as a game-changer. It streamlines advisory processes, eliminating time-consuming tasks and reducing operational complexity. Advisers can save over 70% of their time, enabling them to focus on what truly matters: providing exceptional service to their clients.

Fintegrate's intuitive risk analysis precisely determines suitable client risk profiles, providing a sturdy foundation for financial advice. It equips advisers with the tools and data required to make well-informed investment decisions, ensuring that clients receive recommendations that are in their best interests.

MiFID II Compliance

Five years after the introduction of MiFID II, many advisers are still searching for the ideal solution to report fees and charges meaningfully while aligning with their clients' objectives. This is where Fintegrate shines. The platform provides greater transparency for clients, offering a clear breakdown of fees and charges in both percentage and monetary terms. It calculates the net asset value based on growth rates relevant to clients' objectives, not standardised periods.

Visual charts and tables with year-by-year breakdowns make it easier for advisers to illustrate the ongoing effect of fees and charges. Fintegrate's jargon-free reports help advisers demonstrate how their advice represents value for money and why recommendations are in the client's best interest—aligning perfectly with MiFID II requirements.


Fintegrate is not just a software solution; it's a strategic partner for advisory firms looking to excel in today's dynamic financial landscape. Its integration with Intelligent Office, commitment to Consumer Duty compliance, process streamlining capabilities, and MiFID II alignment make it an indispensable tool for advisers aiming to provide exceptional service while meeting regulatory demands.

To learn more about Fintegrate and its integration with Intelligent Office, please visit Elevate your advisory game with Fintegrate and embark on a journey towards efficiency, transparency, and client-centric success.

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