Fintegrate is a comprehensive software platform specifically designed for financial advisors and paraplanners in the UK. Fintegrate offers a suite of robust tools and features to streamline and enhance various aspects of financial advisory practices.


 

The Problems Fintegrate Solves:

• Simplifies Research and Analysis: Fintegrate simplifies the process of researching, comparing, and analysing various financial products and services.
• Dedicated MPS Comparisons: Provides a dedicated solution for in-depth Model Portfolio Services (MPS) comparisons from multiple providers.
• Time Savings: Saves valuable time for financial advisors, enabling them to focus on delivering better outcomes for their clients while adhering to their Centralised Investment Proposition (CIP).
• Ensures Regulatory Compliance: Ensure rock-solid compliance with critical regulations such as MiFID II and Consumer Duty by providing accurate cost projections and client recommendation reports.
• Elevates Efficiency: Fintegrate elevates efficiency levels by automating tasks and reducing the need for laborious manual research.
• Facilitates Data-Driven Decision Making: Fintegrate facilitates data-driven decision-making by offering comprehensive insights and analysis for investment solutions.
• Promotes Transparency: Promotes crystal-clear transparency in understanding charges and costs associated with financial products.
• Simplifies Reporting: Fintegrate simplifies the creation of professional and personalised client reports.

The Key Benefits of Fintegrate:

Investment Analyser:

• This powerful tool empowers financial professionals to meticulously research and compare investment solutions from the entire market spectrum. Whether it's OEICs, Unit Trusts, pension or life funds, or Model Portfolio Services (MPSs), Fintegrate's Investment Analyser provides comprehensive insights. It harnesses Morningstar data for in-depth analysis, with a primary focus on charges, performance, asset allocation, and risk assessment.

Dedicated Whole of Market MPS Comparisons:

• Fintegrate equips advisors to analyse and compare Model Portfolio Services from an expansive pool of over 70 providers, covering a vast range of 1,000+ portfolios.

MiFID II Compliance:

• Fintegrate plays a pivotal role in generating precise and relevant cost and charge projections for clients, perfectly aligning with their objectives while ensuring regulatory compliance.

Consumer Duty Compliance:

• It facilitates the creation of crystal-clear, easily understandable client recommendation reports, ensuring full compliance with the FCA's Consumer Duty regulation.

Transparent Charges Analysis:

• Fintegrate provides complete transparency in comprehending charges associated with various financial products, ensuring advisors and clients have a clear picture.

Effortless Performance Analysis:

• With Fintegrate, advisors can swiftly and effortlessly conduct performance analysis, with the flexibility to customise benchmarks, enabling informed decision-making.

Asset Allocation Analysis:

• Fintegrate simplifies complex asset allocation comparisons, making it a breeze for advisors to provide clients with the best investment recommendations.

Risk Assessment:

• The platform offers sophisticated tools for risk assessment, allowing advisors to compare and contrast the risks associated with different investment solutions.

Custom Reports:

• Fintegrate empowers advisors to create custom-branded client reports, enhancing professionalism and personalisation.

Time Efficiency:

• Fintegrate's commitment to efficiency results in significant time savings for financial advisors through automation and streamlined processes.

Demo Bookings, Registration and Support:

Transform Your Advisory Practice with Fintegrate:
You can schedule a demo at a time to suit you by clicking on this link.