Fintegrate 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.
Company Details
- Employees
- 17
- Founded
- -
- Address
- Unit 1, Guest House Farm, Runshaw Lane,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fintegrate.co.uk
- Keywords
- Chorley.
- HQ
- Chorley, Lancashire
Fintegrate Questions
Fintegrate's website is fintegrate.co.uk
Fintegrate's LinkedIn profile is https://uk.linkedin.com/company/fintegrate
Fintegrate has
17 employees.
View email and phone details for 17
employees at Fintegrate.
Fintegrate's industry is
Financial Services
Fintegrate's top competitors are
Tatton Investment Management Limited,
Fintegrate.fi,
River Birch Newman,
Chameleon Financial Planning,
Fintegrate Technology,
Infintegration,
Fintegrator,
Zerokey,
B7,
Digwa Group.
Fintegrate's categories are Financial Services
Fintegrate's founding year is 2019
