Fintegrate
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.
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Verified contacts
9
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
3
organic / mo
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Decision-makers and verified team members
9 contacts with verified email or phone · masked until revealed.
- LC
Louise Coleman
Director · General Business & Management
EmailPhone - MC
Mark Chanda
Business Development Consultant · Sales & Business Development
EmailPhone - MW
Mike Williams
Full-stack Developer · Information Technology
EmailPhone
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Top roles at Fintegrate
7 distinct titles indexed · top 7 shown.
- 1board advisor
- 1business development consultant
- 1director
- 1full-stack developer
- 1junior c# developer
- 1senior c# developer
- 1senior developer
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