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Fintegrate was born from lived experience, not theory. After years in the industry, our founders saw first-hand how much time and money was being wasted on bloated, legacy tech that promised integration but delivered frustration. We knew there had to be a better way. So we built it. Today, Fintegrate is a fast-moving, adviser-first tech company that streamlines the advice process – from research to reporting – while cutting unnecessary costs. Our tech is simple to use, powerful under the hood, and trusted by a growing community of firms who’ve had enough of outdated systems and overinflated software fees. We serve financial advisers and paraplanners who want to work smarter. People who believe that client outcomes matter more than complex workflows. People who care about speed, clarity, compliance – and getting their time back. We exist to put power back in the hands of professionals. And we’re only just getting started.
Turner House, 56 Market Street, PR7 2SE, Chorley, United Kingdom
Fintegrate has been amazing to use for our analysis and gives really valuable information and data and saves so much time compared to our old software!
I would highly recommend if you are looking for a low cost solution for your business.
Phenomenal service and fantastic proposition.
The outputs are clear, concise and informative.
It’s really enhanced our company’s offering when it comes to risk and performance analysis.
Fintegrate provides a brilliant process to run our Central Investment Proposition seamlessly, with great compliant out outs and really valuable data. It’s the best system we use in our business and I’d highly recommend it.
Fintergrate is our main analysis tool within our business. We use it for new clients and annual reviews, and it works seamlessly with our investment proposition.
It saves us a lot of time as the system is slick and easy to use. We've seen the app continuously develop, and we're enjoying the new features.
I can't recommend it enough.
My experience of using Fintegrate has been great, it allows us to have a framework that frees up adviser and paraplanning time to add more value to the clients.
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