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FINOVA
Website www.finova.tech
Phone 01275 400 660
Email [email protected]

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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[email protected]

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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[email protected]

OTHER PRACTICE AREAS:

Mortgage Practice 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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Client Portals
Advice Tech Hub Home

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:

Breakout session with Wealthbox

by | 14th November 2024 | Events, External Conferences | 0 Comments

Earl Mason, an account executive and product specialist, introduces Wealthbox, a web-based CRM specifically designed for financial advisers. The video offers a comprehensive overview of Wealthbox’s core components, including its homepage layout, navigation panel, and...
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Breakout session with FP Alpha

by | 14th November 2024 | Events, External Conferences | 0 Comments

The session addresses the common misconception that estate planning is only for ultra high net worth individuals and involves complicated tax mitigation strategies. It emphasises that estate planning is essential for a broader range of clients and highlights the...
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AI Tools & Services – Engage Smarter

by | 11th November 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Engage Smarter Website www.engagesmarter.ai  Phone Not Disclosed Email [email protected]  KEY FUNCTIONALITYIntroduction Engage Smarter is helping revolutionise how financial advisers and providers interact with their clients. In a world...
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Breakout session with CatchLight

by | 8th November 2024 | Events, External Conferences | 0 Comments

This session discusses the importance of focusing on organic growth for financial advisers due to increasing competition and the availability of self-service tools. It underscores the significance of establishing relationships with younger generations and adjusting...
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“Find a need, Fill a need” With Laine Schoneberger

by | 7th November 2024 | Events, External Conferences | 0 Comments

In this presentation, Schoneberger, a retired financial advisor discusses the extensive issues surrounding the U.S. student loan crisis, which currently exceeds $1.8 trillion, surpassing both auto loan and credit card debt. He touches on the challenges borrowers face,...
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Transformative Marketing Strategies

by | 7th November 2024 | Events, External Conferences | 0 Comments

This session discusses transformative marketing strategies through the personal story of the speaker. Ten years ago, she resisted the idea of joining her husband's digital marketing platform, 20 over 10, due to her lack of experience in technology and financial...
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Next Generation Client Capture

by | 7th November 2024 | Events, External Conferences | 0 Comments

The session discusses the importance of next-generation client capture for wealth management advisors. It begins with a brief overview Advisor Engine, a comprehensive wealth platform that offers various financial management tools. Cancro highlights a major industry...
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‘The Soul of Life’ with Dr Daniel Crosby

by | 7th November 2024 | Events, External Conferences | 0 Comments

In early 2021, Dr Crosby experienced severe health issues that led him to seek various medical opinions, ultimately discovering that a split tooth was the cause of his intense pain. This ordeal shifted his perspective on money and pain, leading to the creation of his...
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Jon Acuff on Goal Setting

by | 6th November 2024 | Events, External Conferences | 0 Comments

The session discusses the challenges of starting and finishing goals, highlighting that many people feel they are not living up to their full potential. It reveals that a study showed 96% of people believe they have untapped potential, with 50% feeling that half of...
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Fearless Investing – Growth through Innovation

by | 5th November 2024 | Events, External Conferences | 0 Comments

The session features a discussion among industry experts on the challenges and advantages of integrating technology into wealth management. The conversation opens with the concept of the Jevons Paradox, illustrating how increased efficiency in technology leads to...
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