View all newsletters
Receive our newsletter - data, insights and analysis delivered to you
  1. News
April 29, 2021updated 30 Apr 2021 2:22pm

EQ Investors taps Fintegrate to augment model portfolio service

By Verdict Staff

EQ Investors have joined forces with Fintegrate to expand the reach of its Positive Impact and Future Leaders portfolios to more advisers.

Fintegrate is a digital financial planning solution designed to enable advisory firms to bring down time, cost, and complexity while ensuring delivery of optimum client outcomes.

By integrating with technologies such as EValue and FE fundinfo, Fintegrate delivers vital automation, thereby streamlining challenging areas of the financial planning process.

Fintegrate said it customisable approach gives advisers complete control over portfolio risk analysis, financial forecasting, portfolio reviews and white labelled client reporting.

EQ head of impact investing Damien Lardoux said: “This is an exciting stage in the development of our model portfolio service offering. We are focused on meeting advisers’ evolving needs by offering a range of tools to help them deliver the best service outcomes for their clients.”

Fintegrate CEO Lee Parkinson added: “Expanding our model portfolio service to include integration with Fintegrate is another step towards this.

“We are delighted to have added EQ’s model portfolios to our MPS directory, enabling more advisers to incorporate these into their research, recommendations and client reporting.”

Meanwhile, British banking giant HSBC is reportedly considering acquisition opportunities in Asian wealth management space as its first quarter earnings beat expectations.

HSBC chief executive Noel Quinn told Nikkie Asia this week that the bank is currently looking at opportunities that are at different stages of evaluation.

“The acquisitions will be primarily focused on building out product capability or distribution, Quinn told the publication on a media call after the company’s results were released.

NEWSLETTER Sign up Tick the boxes of the newsletters you would like to receive. A weekly roundup of the latest news and analysis, sent every Wednesday. The industry's most comprehensive news and information delivered every month.
I consent to GlobalData UK Limited collecting my details provided via this form in accordance with the Privacy Policy


Thank you for subscribing to Private Banker International