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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:

Artificial Intelligence – AI Tools & Services – PlannerPal

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CLIENT PORTALS SUPPLIER/SOFTWARE: INTELLIFLO PERSONAL FINANCE PORTAL

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

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CLIENT PORTALS SUPPLIER/SOFTWARE: VoyantGo & Snapshot

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Artificial Intelligence – AI Tools & Services – Unitifi

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

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CLIENT PORTALS SUPPLIER/SOFTWARE: AdviceObjects

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Qwil Messenger

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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Pocket Risk

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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:

Business Performance & Operational Management Supplier/Software: Hub Financial Solutions

by | 23rd December 2024 | Adviser Software Systems | 0 Comments

Hub Financial Solutions - Destination Retirement Website www.hubfinancialsolutions.co.uk Phone 01737 233413 Email N/A KEY FUNCTIONALITYIntroduction In today's evolving financial landscape, advisers need to be ever clearer about their target markets and service...
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Artificial Intelligence – AI Tools & Services – PlannerPal

by | 23rd December 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - PlannerPal Website www.plannerpal.co.uk Phone 01225 941 135 Email [email protected] KEY FUNCTIONALITYIntroduction PlannerPal is a software solution designed to enhance the efficiency and productivity of financial advisers and their teams....
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CLIENT PORTALS SUPPLIER/SOFTWARE: INTELLIFLO PERSONAL FINANCE PORTAL

by | 23rd December 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

INTELLIFLO PERSONAL FINANCE PORTAL Website www.intelliflo.com Phone 0330 102 8402 Email [email protected]@[email protected] HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details Own...
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: intelliflo planning

by | 23rd December 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

INTELLIFLO PLANNING Website www.intelliflo.com Phone 0330 102 8402 Email [email protected]@[email protected] HIGH-LEVEL FUNCTIONALITY Income & expenditure projections Own Functionality Portfolio projections based on underlying asset...
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CLIENT PORTALS SUPPLIER/SOFTWARE: VoyantGo & Snapshot

by | 23rd December 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

CLIENT PORTALS - VOYANTGO & SNAPSHOT Website www.planwithvoyant.co.uk Phone Support: 020 8090 3601 Sales: 020 8090 3600 Email [email protected] HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details...
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Artificial Intelligence – AI Tools & Services – Unitifi

by | 23rd December 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Unitifi Website https://unitifi.com/ Phone US 402-979-7185 Email [email protected] KEY FUNCTIONALITYIntroduction Unitifi is a behavioural finance platform designed to enhance the adviser-client relationship through a deeper understanding of...
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Consumer Duty 18 months in – December forum recap

by | 17th December 2024 | AdviceTech Forum, Events | 0 Comments

This month we discussed, 'Consumer Duty 18 months in'. This discussion highlighted the challenges financial service providers face in demonstrating value to end clients, especially regarding regulatory compliance and avoiding excessive jargon. The importance of...
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: AdviceObjects

by | 16th December 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

ADVICEOBJECTS Website adviceobjects.com Phone 020 3740 3940 Email N/A HIGH-LEVEL FUNCTIONALITY Income & expenditure projections Own Functionality Portfolio projections based on underlying asset growth rates Own Functionality Create multiple goals and objectives...
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CLIENT PORTALS SUPPLIER/SOFTWARE: AdviceObjects

by | 16th December 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

CLIENT PORTALS - ADVICEOBJECTS Website adviceobjects.com Phone 020 3740 3940 Email N/A HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details Own Functionality View products and investments Own Functionality...
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

by | 16th December 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

ADVICEOBJECTS Website adviceobjects.com Phone 020 3740 3940 Email N/A HIGH-LEVEL FUNCTIONALITY Fact Finding Own Functionality Document Storage Own Functionality Product data Offer integrations/third party Service Standard creation Own Functionality Valuations Own...
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