Fintegrate
Optimise your financial planning: dramatically reduce time, cost and complexity, whilst delivering optimum client outcomes.
Using Fintegrate technology, you can make your advice process faster, your research quicker, your client reporting more compelling, and reduce your costs.
How to create a custom portfolio with a csv bulk upload in Fintegrate
How to add platform charges in Fintegrate
How to Clone and Compare Your Custom Portfolios in Fintegrate
How to create a custom portfolio with rebalance history in Fintegrate
How to create a custom portfolio with bulk import in Fintegrate
Custom Branding
How to download an analysis report
How to download a recommendation or review case
How to Start Using FinaMetrica’s Risk Profiler in Fintegrate
How to use Fintegrate’s Portfolio and Fund filter?
How to use Fintegrate’s new Recommendation Page
How to compare MPS vs Fund in Fintegrate
Fintegrate, It's All You Need
Jack Marston, Clifton Asset Management talks about Fintegrate
Sam Gee - Manning Gee Investments talks about Fintegrate
How to compare MPS vs your CIP in Fintegrate
How to compare MPS vs MPS in Fintegrate
Celebrating with the Community: Fintegrate at the Tatton VIP Event
Fintegrate x Tatton: A Partnership Driving Growth - David Broom, COO, Fintegrate.
Fintegrate Roundtable London - June 2025
Matt Guy - Symphony Financial Advisers talks about Fintegrate
User Testimonials (Short)
Fintegrate User Feedback
Introducing Industry Benchmarks #Fintegrate #FinTech
What is Fintegrate?
Is Financial Planning Evolving?
Fintegrate - Portfolio Tracker
Fintegrate Investment Analyser