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 integration with other best of breed technologies, Fintegrate delivers vital automation helping make the complex, simple.