We are pleased to announce that we have partnered with Fintegrate to bring our MPS discretionary model portfolios to more advisers. This is an exciting stage in the development of our service.
Fintegrate is a new innovative, digital financial planning solution aimed at helping advisory firms to reduce complexity, time, and cost, whilst delivering optimum client outcomes.
Through integration with other best of breed technologies, including EV (EValue) and FE fundinfo, Fintegrate delivers vital automation helping streamline what are often perceived to be the most time-consuming and challenging areas of the financial planning process. From portfolio risk analysis, financial forecasting, portfolio reviews to white labelled client reporting, Fintegrate’s customisable approach provides you with complete control.
If you would like more information regarding Fintegrate, or would like to book a free demo at a time that suits you, please visit www.fintegrate.co.uk
This communication is designed for Professional Financial Advisers only and is not approved for direct marketing with individual clients.
Past Performance is no guarantee of future performance. The value of an investment and the income from it can fall as well as rise and investors may get back less than they invested. Risk factors should be taken into account and understood including (but not limited to) currency movements, market risk, liquidity risk, concentration risk, lack of certainty risk, inflation risk, performance risk, local market risk and credit risk.
IAM 115.3.21
