Our Business Model

At IntegraFin, we have complete control over every aspect of our proposition. This gives us the ability to control the quality and cost of our whole operation. We can set our own priorities when deciding on the service enhancements we make and the frequency with which we make them.

This is a crucial part of our business model as it enables our Client Service team to operate effectively. We design our systems and processes around the needs of financial advisers and their clients and consult them to ensure our solutions are appropriate.

The main components of our proposition are:

Systems technology

  • Proprietary software systems technology
  • Full control of the client experience
  • Ability to set our own priorities and control management of associated costs
  • Ability to react quickly to client and industry needs.


  • We have a high-touch client service team of over 170 of our own staff
  • Our service teams cover our entire proposition and are not product centric. This means that the adviser and client experience is highly efficient
  • This enables us to build strong adviser relationships.

Manufacturer of wrappers

  • We provide a wide range of tax efficient wrappers
  • We were the first B2B platform to introduce the Lifetime ISA.