HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Wealth Practice Management

Mortgage Practice Management

Client Portals

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

Quotation Portals

Mortgage Sourcing

Wealth Management

INSIGHTS:

AI Tools & Services – Engage Smarter

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REPORT GENERATION SUPPLIER/SOFTWARE: Templi.Ai

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Business Performance & Operational Management Supplier/Software: Hubly

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Charity, Foundation & Estate Planning/Software: HeirWealth

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: HOURGLASS – TIPS

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

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Business Performance & Operational Management Supplier/Software: Zerokey

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Client Engagement Supplier/Software: Mortgage Wallet

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Artificial Intelligence – AI Tools & Services – Otto

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Artificial Intelligence – AI Tools & Services – Finny

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