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FINOVA
Website www.finova.tech
Phone 01275 400 660
Email info@finova.tech

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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info@ftrc.co.uk

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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info@ftrc.co.uk

OTHER PRACTICE AREAS:

Mortgage Practice Management

INSIGHTS:

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: ONE MORTGAGE SYSTEM

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REPORT GENERATION SUPPLIER/SOFTWARE: Automwrite

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Business Performance & Operational Management Supplier/Software: Octopus Money

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Client Engagement: DNA Behavior

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Artificial Intelligence – AI Tools & Services – AdvisoryAI

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FUZE

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CLIENT ENGAGEMENT TOOL – INZUZO

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QUOTATION PORTALS SUPPLIER/SOFTWARE: Hub Financial Solutions Prime 1

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CLIENT PORTALS SUPPLIER/SOFTWARE: DYNAMIC PLANNER

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Artificial Intelligence – AI Tools & Services – PlannerPal

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OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners
Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications
Smarter Communications

INSIGHTS:

QUOTATION PORTALS SUPPLIER/SOFTWARE: Source

by | 8th April 2025 | Adviser Software Systems, Quotation Portals | 0 Comments

Source Website www.thesource.co.uk  Phone 029 2026 5265 Email broker.relationships@sourceinsurance.co.uk  HIGH-LEVEL FUNCTIONALITY Comparison of costs for individual product types Own Functionality Comparison of costs for multi-benefit (menu) plans No Functionality...
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We’re hiring – join our team!

by | 4th April 2025 | Join our Team | 0 Comments

Are you passionate about Adviser Technology? Do you want to make a real difference and help advisers? Why not join our team who are dedicated to doing so. FTRC has been at the forefront of understanding adviser technology for over 30 years and there has never been a...
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Artificial Intelligence – AI Tools & Services – Posterity

by | 3rd April 2025 | Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Posterity Website www.posterity.finance  Phone Not Disclosed Email www.posterity.finance/contact  KEY FUNCTIONALITYIntroduction Posterity, officially launched in August last year, is focused on automating compliance and admin tasks for...
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Artificial Intelligence – AI Tools & Services – 4admin

by | 3rd April 2025 | Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - 4admin Website www.4admin.co.uk  Phone Not Disclosed Email support@4admin.co.uk  KEY FUNCTIONALITYIntroduction 4admin is an AI system designed to streamline the Letter of Authority (LOA) process for financial advisers. 4admin focuses on...
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MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: ONE MORTGAGE SYSTEM

by | 1st April 2025 | Advice Tech Hub, Adviser Software Systems | 0 Comments

ONE MORTGAGE SYSTEM Website www.onemortgage.co.uk Phone 0203 911 2211 Email info@onemortgage.co.uk  HIGH-LEVEL FUNCTIONALITY Fact Finding Own Functionality Document Storage Own Functionality Campaign Management Own Functionality Lead creation and management Own...
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Ian McKenna – Why Knowledge no longer = power

by | 28th March 2025 | EATT Conference, Events | 0 Comments

BACK TO CONFERENCE SESSIONSWhat is EATT?Why Knowledge No Longer = PowerIan McKenna: Keynote Speech EATT2025Speaker Ian McKennaFounder - FTRCLearning Objectives Recognise why change is now exponential and it is time to build your build generation proposition....
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EATT2025 Plenary session 1

by | 7th March 2025 | Conferences, EATT Conference, Events | 0 Comments

EATT 2025 Plenary Session #1 - What are the key new skill sets advisers need to focus on as AI makes much of their traditional role easier? BACK TO CONFERENCE SESSIONS What is EATT? Speakers Jason Green CFO - FTRC Jonathan Stubbs Director of Risk - LIFT Financial Ian...
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EATT2025 – Plenary session 2

by | 7th March 2025 | Conferences, EATT Conference, Events | 0 Comments

EATT 2025 Plenary Session #2 - How will AI evolve the role of traditional adviser technology? BACK TO CONFERENCE SESSIONS What is EATT? Speakers Ian McKenna Founder - FTRC Jeff Lange CEO- TFAS Wealth Sapna Shapero Programme Manager - Operations - Chesterton House...
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EATT2025 – Plenary Session 3

by | 7th March 2025 | Conferences, EATT Conference, Events | 0 Comments

EATT 2025 Plenary Session #3 - What does the adviser firm of the future look like? BACK TO CONFERENCE SESSIONS What is EATT? Speakers Jason Green CFO - FTRC Nick Raine CEO- Soderberg (UK) Sarah Roughsedge Founder - Eva Wealth Management for Women Alan Smith CEO -...
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EATT2025 – Plenary Session 4

by | 7th March 2025 | Conferences, EATT Conference, Events | 0 Comments

EATT 2025 Plenary Session #4 - What are the areas where the industry must do better, and how can we drive change?BACK TO CONFERENCE SESSIONS What is EATT? Speakers Ian McKenna Director - FTRC Tim Thompson-Rye Former CEO- The Progeny Group Jon Dear Head of Advisory...
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