Fintegrate simplifies financial planning by reducing time, cost, and complexity. This innovative software and SaaS solution, operating within the fintech industry, focuses on delivering optimal client outcomes, transforming how financial professionals manage and implement strategies for their clientele.
Specialties
Automated financial planning solutions
Client outcome optimization
Streamlined financial processes
SaaS for financial professionals
Complexity reduction in planning
Products & Services
Financial Planning Software
Client Outcome Optimization
SaaS Solutions
Cost Reduction Tools
Process Simplification Services
Contact Information
No contact information available
Competitors & Similar Companies(10)
Wealthfront
California, • United States
Betterment
New York, • United States
Personal Capital
California, • United States
Mint
California, • United States
Yodlee
California, • United States
Plaid
California, • United States
Robinhood
California, • United States
Acorns
California, • United States
Tiller Money
Washington, • United States
Addepar
California, • United States
News & Media
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Frequently Asked Questions about Fintegrate
Where is Fintegrate located?
The headquarter of Fintegrate is located in Chorley, England, United Kingdom
Competitors of Fintegrate are Wealthfront, Betterment, Personal Capital, Mint, Yodlee, Plaid, Robinhood, Acorns, Tiller Money, Addepar.
What does Fintegrate do?
Fintegrate simplifies financial planning by reducing time, cost, and complexity. This innovative software and SaaS solution, operating within the fintech industry, focuses on delivering optimal client outcomes, transforming how financial professionals manage and implement strategies for their clientele.