Fintegrate is a UK-based portfolio research and analysis platform designed to support financial advisers, paraplanners and administrators in comparing investment propositions and managing portfolio rebalancing. The system was developed in response to adviser feedback around the limitations of existing research tools, particularly the lack of usability, live analysis capabilities, flexibility in comparing custom portfolios, and clear and easy to understand reports.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

OTHER PRACTICE AREAS: