We’re pleased to share news of a new integration between FINIO, our award-winning data hub, and Fintegrate, a provider of investment technology tools for financial advisers. This connection allows Fintegrate to automatically retrieve reconciled and enriched investment data from multiple investment platforms, helping advisers save time and reduce admin by having critical data at their fingertips.
“This integration is a prime example of how the ‘build once, receive many’ principle transforms the adviser tech ecosystem.
By connecting to the FINIO data hub, Fintegrate will access data from multiple platforms via a single, scalable connection, removing the burden of bespoke, point-to-point connections. It’s not just about streamlining data; it’s about driving tangible efficiencies, increasing data accuracy, and letting advisers focus on what truly matters: delivering value to clients.”
Gary Shepherd, director, business development
Read the full article: Professional Paraplanner
