Fintegrate in the press

Fintegrate ‘streamlining Managed Portfolio research’ by unveiling MPS Hub

By Darius McQuaid - 9 January 2025 - MoneyMarketing

Fintegrate has launched its Managed Portfolio Service (MPS) Hub, designed to give financial advisers “quick and comprehensive access to detailed data on MPS portfolios”.

The MPS Hub allows advisers to research, compare and evaluate portfolios from subscribing MPS providers in one centralised platform, “streamlining the portfolio selection process”.

The investment advice efficiency firm provides advisers with data from over 1,400 portfolios from providers who subscribe to the Fintegrate Hub, giving access to factsheets, performance data, risk profiles and platform availability.

Fintegrate founder and CEO Gurdit Singh said: “The MPS Hub was built to meet the growing need for streamlined portfolio research and comparison in financial advisory. We are confident it will add significant value to both advisers and providers by bridging the gap between high-quality portfolios and the advisers who need them.”

Sarasin & Partners joined the Fintegrate MPS Hub with senior regional sales manager Philip Berry adding: “We’re thrilled to join Fintegrate’s MPS Hub. The Hub offers advisers easy access to our portfolios, allowing them to evaluate and recommend solutions that align with their clients’ needs.”

Fintegrate has also launched its new Portfolio Tracker feature, which allows advisers to “demonstrate the true impact of portfolio adjustments”, such as rebalances and fund switches, on client performance.

Advisers can upload a portfolio’s historical data, including details of previous rebalances and fund changes without having to ‘re-key’ the data.

This information is then plotted on a performance chart, allowing advisers to visually showcase the impact of these strategic changes.

Additionally, advisers can compare the portfolio’s actual performance to what it would have been without those adjustments, offering clients a clear understanding of how the strategy has benefited them.

Fintegrate chief commercial officer David Broom said: “Portfolio Tracker helps advisers quantify their value by illustrating the effectiveness of their portfolio management strategies. It’s a powerful tool for fostering transparency and trust between advisers and their clients.”

Fintegrate’s aim is to make the process of financial advice faster, adviser research quicker, client reporting more compelling and reduce the cost burden on IFAs.

The article originally appear here: Fintegrate ‘streamlining Managed Portfolio research’ by unveiling MPS Hub | Money Marketing