Fintegrate

Dramatically reduce time, cost and complexity, whilst delivering optimum client outcomes.

Unlike many software solutions on the market, Fintegrate is not an “off-the-shelf” solution. Instead, it is built on a bespoke basis to reflect your firm’s advisory model and centralised investment proposition.

Fintegrate is already helping firms save up to 71% on the typical time taken to undertake what are often quoted as the most labour intensive and time-consuming elements of the financial planning process (315 minutes reduced to 90 minutes).

Built to work alongside your client cashflow modelling, Fintegrate’s intuitive risk analysis helps accurately determine suitable client risk profiles and solidify the foundation for your advice.

Here at Fintegrate we take a fresh approach to client reporting. After all, treating customers fairly shouldn’t mean presenting clients with a 50 page, text-heavy report. Our white-labelled reports are generated at the click of a button. No more industry jargon – instead, aesthetically pleasing, compliant reports designed to enhance client interaction.

Fintegrate provides you and your firm with a clear and repeatable digital framework to follow every time. Not only does it help maximise efficiencies and deliver tangible benefits within your firm, it also helps demonstrate compliance and mitigate business risk.

We arrange a convenient time with you for us to discuss and understand your advisory model and centralised investment proposition. Once we’ve captured all the necessary information, we then get to work on creating your bespoke Fintegrate solution. It’s as easy as that.

Fintegrate is now fully integrated (two-way) with intelliflo Office. This allows you to seamlessly import your clients and details of their financial plans and underlying investment holdings directly into Fintegrate at the press of a button.

In addition, once you have formulated your advice, Fintegrate’s automated Investment Report can be sent electronically back to Intelliflo and in the relevant client account.

The entire premise of Fintegrate is to save time, money and to deliver better, more consistent client outcomes. Our integration with intelliflo helps deliver exactly that.

No charge for integration. Separate Fintegrate licence costs apply.