Fintegrate
HQ Address
Unit 1 Guest House Farm, Runshaw Lane, Euxton, Chorley, Lancashire, PR7 6HD, United Kingdom
Website Address
Business introduction
Optimise your financial planning
Dramatically reduce time, cost and complexity, whilst delivering optimum client outcomes
Fintegrate’s intuitive technology has been desigFintegrate is a digital financial planning solution designed to help advisory firms reduce complexity, time, and cost while delivering optimum client outcomes. Unlike other digital financial planning products available in the market, Fintegrate is tailored to meet the specific needs of each financial planning firm. The platform offers automation, including risk profiling, portfolio reviews, portfolio risk analysis, recommendation builder and white-labelled client reporting, to streamline the most time-consuming and challenging areas of the financial planning process. By aligning with each firm’s Centralised Investment Proposition, Fintegrate eliminates disjointed advice processes, reduces costs and business risk, and ensures the delivery of consistent client outcomes.
Fintegrate Solutions
Fintegrate
Delivering optimum client outcomes. Fintegrate’s intuitive technology has been designed to deliver optimum client outcomes in line with your firm’s own advisory model. A digital financial planning solution aligned specifically to your needs and preferences. Reduce complexity, time and cost. Fintegrate tackles key laborious and time-consuming areas of the financial planning process. Through......
