Fintegrate has partnered with ZeroKey to allow advisers and paraplanners to eliminate manual data entry by connecting their clients’ policies directly into Fintegrate’s platform through integrations with tools such as Curo, Xplan and Fundment.
The integration will save Fintegrate’s users “significant” time, reduce errors and ensure data integrity as client information “flows effortlessly” between systems. As ZeroKey continues to develop new connections, Fintegrate users will also benefit from an expanding ecosystem of integrations.
The pair believe the partnership will be a “game-changer” for advisers, making the client management process faster and more efficient.
Gurdit Singh, founder and CEO of Fintegrate, said: “We are thrilled to partner with ZeroKey. This partnership takes the ease and efficiency of our platform to the next level by eliminating the time-consuming process of manual data entry. Through ZeroKey’s innovative solutions, we can offer our users more powerful integrations and help them maintain data integrity while enhancing their workflow.”
Matt Wiltshire, co-founder of ZeroKey, added: “We’re excited to join forces with Fintegrate. Our mission is to empower advisers by automating data flows and simplifying complex processes. By partnering with Fintegrate, we’re able to make advisers’ lives easier and more efficient, while continuously expanding the capabilities of our integration network.”
Earlier this year, Fintegrate launched its Managed Portfolio Service (MPS) Hub, designed to give advisers quick access to detailed data on MPS portfolios. The MPS Hub allows advisers to research, compare and evaluate portfolios from subscribing MPS providers in one centralised platform, streamlining the portfolio selection process.
The firm also launched a new Portfolio Tracker feature, allowing advisers to demonstrate the true impact of portfolio adjustments, such as rebalances and fund switches, on client performance.
The Portfolio Tracker uses historical data, including details of previous rebalances and fund changes, without having to ‘re-key’ the data. This information is then plotted on a performance chart, allowing advisers to visually showcase the impact of these strategic changes. Advisers can compare the portfolio’s actual performance to what it would have been without those adjustments, offering clients a clear understanding of how the strategy has benefitted them.
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