Revolutionise your financial planning process
Revolutionise your financial planning
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Robust & Repeatable
Don’t let disjointed advice processes lead to inconsistent outcomes. Fintegrate aligns streamlined processes specifically to your firm, delivers consistency, improves compliance and demonstrates it simply.
Work smarter, not harder. Removing the need for a fragmented approach, Fintegrate saves you time, which saves you money.
When technology really works for you, it not only makes life easier but makes you work better. Fintegrate doesn’t just work for you, it was built specifically for you.
What are people saying?
“FE fundinfo is delighted to be able to support Fintegrate’s aim of streamlining the financial planning process for advisory firms. We have long been advocates of improving efficiencies and the availability of information for Financial Advisers and Fintegrate’s offering will help that, backed by accurate and up to date fund data provided by FE fundinfo.”
Mark Chanda – Head of Distribution,
Chet Velani – Chief Commercial Officer, Evalue
Lee Parkinson – Chief Executive Officer, Fintegrate