Author: Adam Flowers

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Figaro

Posted by Adam Flowers | Aug 17, 2021 | Advice Tech Hub, Adviser Software Systems

Wealth Management Systems Advice Tech Hub Home FNZ FIGARO Website TBC Phone TBC Email TBC HIGH-LEVEL FUNCTIONALITY Login or Register This valuable content is currently restricted. Here's how to access it: Already have an...

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Finametrica

Posted by Adam Flowers | Aug 16, 2021 | Advice Tech Hub, Adviser Software Systems

Risk Profiling Tools Advice Tech Hub Home RISK PROFILING/RISK PROFILING SUITABILITY TOOLS –...

Analysis Portal

Posted by Adam Flowers | Aug 13, 2021 | Topics

Latest Insights Wealth Practice Management System – Ningi Read More REPORT GENERATION SUPPLIER/SOFTWARE: Templi.Ai Read More PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr – Noxai Read More CLIENT PORTALS...