January 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. 

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.

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.