Fintegrate

Fintegrate

Financial Services

Chorley, Lancashire 1,149 followers

REVOLUTIONISE YOUR FINANCIAL PLANNING PROCESS

About us

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.

Industry
Financial Services
Company size
11-50 employees
Headquarters
Chorley, Lancashire
Type
Privately Held
Founded
2019

Locations

  • Primary

    Unit 1, Guest House Farm

    Runshaw Lane

    Chorley, Lancashire PR7 6HD, GB

    Get directions

Employees at Fintegrate

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