May 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? 

Customise Typical Asset Allocations

You can now customise the default Typical Asset Allocation settings for each risk profile.

This means you’re no longer tied to EV’s default allocations. Instead, you can align them with your firm’s investment strategy and preferences. These customised allocations will appear across your firm's risk analysis pages and client reports.

Note: Changes made here apply firm wide.

Bulk Delete Funds from Portfolios

Conducting annual reviews just got quicker. You can now bulk delete funds from a custom portfolio or from chosen funds directly within the Existing Policies page of a case.

Instead of removing holdings one by one, simply select multiple (or all) funds using the top tick box and delete them in one go, saving you valuable time.

Performance Chart Breakdown: Now Clearer Than Ever

We’ve made it easier to interpret performance charts.

Hover over any chart line and a new breakdown table will appear, clearly listing your selected portfolios, funds, and benchmarks, helping you present with more clarity and confidence.

A Fresh Look + Update Notifications

You may have already noticed our new look. We’ve refreshed the design of Fintegrate with softer edges, modernised buttons and windows for a cleaner, more intuitive experience.

We’ve also introduced a subtle red dot indicator on the System Updates button, so you’ll never miss out on the latest features and improvements.

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.