In a crowded marketplace, it’s easy to get lost in the noise. We know how important it is for financial advisers and paraplanners to understand not just what a software tool does but how it can truly add value to their business.

That’s why we created the "What is Fintegrate" guide—a straightforward, no-nonsense breakdown of who we are, what we offer, and how our tools can make your life easier.

Whether you’re looking to improve efficiency, enhance your client engagement, or ensure compliance, this guide is designed to give you a clear picture of how Fintegrate fits into your workflow and why it’s a game-changer for advisory practices.

Download and share this guide with your peers and discover how Fintegrate can simplify your day-to-day operations and drive better outcomes for your clients.

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 new blog 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? 

Brand-New Glossary 

Understanding financial jargon shouldn’t be a challenge. That’s why we’ve introduced a new comprehensive glossary! You can now look up technical terms—such as performance and ratio definitions—right on our website. If you think we’re missing any important terms, let us know; we’d love to make it even more useful for you. 

Automatic Saving in the Investment Analyser 

The Investment Analyser is a favorite among users for comparing MPS models, custom portfolios, and funds. However, we understand that quick analyses often go unsaved. To solve this, we’ve added an unsaved analysis page, which allows you to revisit any analysis performed within the past 48 hours. Analyses older than two days will be automatically deleted, but saved analyses will remain accessible on the main page. This feature ensures you can easily return to your work without losing valuable insights. 

Ratios Now on Factsheets 

To enhance the value of our factsheets, we’ve incorporated investment ratios directly from the Investment Analyser. Now, you can create detailed reports that highlight key metrics like volatility and ratios over one-year, three-year, and five-year periods. This update makes it easier for your clients to understand and compare performance data, helping them make more informed investment decisions. 

A New, Improved Settings Page 

The Settings Page has been revamped to give you greater control and customization options. Administrators can now manage user access levels—whether adviser or paraplanner—and set client visibility preferences to view either their own clients or all clients. They can also add or manage firm administrators, who can update their firm’s investment proposition, product selection, fees, and CIP risk mappings. 

For branding, the updated settings include a new feature to customise cover images used in reports from the Investment Analyser and Review Cases. This ensures your reports maintain a consistent and professional appearance. Additionally, full-colour customization is now available, allowing you to apply your firm’s branding colours across all our tools, including theme colours, charts, and graphs. 

We hope these updates enhance your experience with Fintegrate! If you have any question or suggestions, please do not hesitate to contact us on support@fintegrate.co.uk. Alternatively, you can download our guide here.