February 2025 System Update

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.