Client Portals
Advice Tech Hub Home

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

HIGH-LEVEL FUNCTIONALITY

Login or Register

This valuable content is currently restricted. Here's how to access it:

Already have an account?

Click the login or register button above to gain immediate access.

(if you have the correct account permissions)

_

Are you a new user?

Click the login or register button for FREE access for financial advice firms

If your registration requires approval, don't worry! This is usually completed same day!

(If further infomation required, our team will be in touch to discuss)

_

Are you already logged in?

If you are logged and can't access this content

please contact us to discuss available options!

_

KEY FUNCTIONALITY

This content is restricted

Please contact us here to gain access

info@ftrc.co.uk

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

This content is restricted

Please contact us here to gain access

info@ftrc.co.uk

OTHER PRACTICE AREAS:

Mortgage Practice Management

INSIGHTS:

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: ONE MORTGAGE SYSTEM

Read More

REPORT GENERATION SUPPLIER/SOFTWARE: Automwrite

Read More

Business Performance & Operational Management Supplier/Software: Octopus Money

Read More

Client Engagement: DNA Behavior

Read More

Artificial Intelligence – AI Tools & Services – AdvisoryAI

Read More

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

Read More

CLIENT ENGAGEMENT TOOL – INZUZO

Read More

QUOTATION PORTALS SUPPLIER/SOFTWARE: Hub Financial Solutions Prime 1

Read More

CLIENT PORTALS SUPPLIER/SOFTWARE: DYNAMIC PLANNER

Read More

Artificial Intelligence – AI Tools & Services – PlannerPal

Read More
PreviousNext
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:

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...
Read More

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...
Read More

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...
Read More

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....
Read More

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...
Read More

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...
Read More

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 -...
Read More

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...
Read More

REPORT GENERATION SUPPLIER/SOFTWARE: Automwrite

by | 7th March 2025 | Advice Tech Hub, AI Tools & Services, Report Generation Software | 0 Comments

Automwrite Website www.automwrite.co.uk/ Phone N/D Email sales@automwrite.co.uk  HIGH-LEVEL FUNCTIONALITY Ability to create reports for different product types. Own Functionality Ability to create templates for different advice types. Own Functionality Adviser has the...
Read More

AI and Suitability Reports – Forum Recap

by | 3rd March 2025 | AdviceTech Forum, Events | 0 Comments

Our latest session explored 'AI and Suitability Reports', focusing on suitability reports, data security, and client engagement. Jonathan and Jaia shared insights on using AI to enhance report generation. Jonathan detailed LIFT’s innovative approach to streamlining...
Read More
PreviousNext
12345678910
Back