System Updates Archives - Revolutionise your Financial planning process

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?

RPI Benchmarks Added

Following our latest benchmark update, we’ve added six new RPI benchmarks. Now listed under Inflation, these additions bring the total to 12 inflation-based benchmarks, helping you accurately measure portfolio performance against inflation.

Custom Disclaimers

Customise the disclaimer that appears at the end of all reports generated in Fintegrate. Use this to ensure regulatory compliance and align messaging with your firm's policies.

Custom Risk Descriptions

Tailor risk profile descriptions to align with your approach, no matter the risk scale. This feature lets you put your own words into risk analysis, ensuring recommendations resonate with your clients.

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 .

Kicking off our first blog of 2025! In this new 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?

Attitude to Risk Questionnaire Notification Email

Never miss a beat! Now, along with a Fintegrate notification, you’ll also get an email the moment a client completes their Attitude to Risk and Capacity for Loss questionnaires - so you can follow up faster and keep the momentum going.

Capacity for Loss completed Form Download

Quick & easy documentation! You can now download your client’s completed Capacity for Loss Form as a PDF within their case - making record keeping and compliance a breeze.

Benchmark Performance added to tables

Smarter insights at your fingertips! Benchmark performance is now available in performance tables on our Investment Analyser and Recommendation Cases Tools. Download a report to compare cumulative, discrete, annualised, and calendar performance with ease.

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.

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.