Revolutionise your financial planning process

Revolutionise your financial planning
process

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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.

Enhanced Efficiency

Work smarter, not harder. Removing the need for a fragmented approach, Fintegrate saves you time, which saves you money.

Dinstinct Advantage

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,
FE fundinfo

“The combination of Fintegrate’s practical experience and EValue’s powerful financial forecasts and risk suitability capabilities will form an impressive combination to help advisers meet their suitability obligations, and ensure that their clients have the right investments for their objectives. We are delighted to be working with them to help improve client outcomes.”

Chet Velani – Chief Commercial Officer, Evalue

“Fintegrate was borne out of a frustration with the suite of digital financial planning solutions currently available in the marketplace. We wanted to create a solution tailored to the specific needs of each financial planning firm, rather than the other way round.”

Lee Parkinson – Chief Executive Officer, Fintegrate

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Fintegrate Financial Solutions Limited, 129 Woodplumpton Road, Fulwood, Preston, Lancashire, United Kingdom, PR2 3LF