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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:

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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CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo

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

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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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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:

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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Wealth Practice Management System – Ningi

by | 3rd December 2024 | Adviser Software Systems, AI Tools & Services, Wealth Practice Management Systems | 0 Comments

Wealth Practice Management System - Ningi Website www.ningi.co.uk Phone Not Disclosed Email [email protected]  HIGH-LEVEL FUNCTIONALITY Fact Finding Own Functionality Document Storage Own Functionality Product data Own Functionality & Integration / 3rd Party...
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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Qwil Messenger

by | 29th November 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

SECURE COMMUNICATION SYSTEMS - QWIL MESSENGER Website www.qwil.io Phone N/A Email N/A HIGH-LEVEL FUNCTIONALITY End to End Encryption Own Functionality Master Access (Company Admin) Own Functionality Supports Internal Messages Own Functionality Supports External...
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Pocket Risk

by | 29th November 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

POCKET RISK Website www.pocketrisk.com Phone +44 7983557046 Email [email protected] [email protected] HIGH-LEVEL FUNCTIONALITY Attitude to Risk (Risk tolerance) Offer Functionality Feedback on inconsistent answers No Functionality Capacity for loss Offer...
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CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo

by | 29th November 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

CLIENT PORTALS - MONEYINFO Website www.moneyinfo.com Phone 03303 600 300 Email [email protected] HIGH-LEVEL FUNCTIONALITY Access to view personal details Own Functionality Ability to amend personal details Own Functionality View products and investments Own...
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Setting your Tech strategy for 2025… November forum recap

by | 27th November 2024 | AdviceTech Forum, Events | 0 Comments

This month we discussed, 'Setting your Tech Strategy for 2025'. The session explored the complexities of intergenerational wealth transfer, emphasising the significance of the transition between partners upon one's death. It highlighted the shift towards app-based...
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Demo’s from Nitrogen’s Fearless Investing 2024

by | 26th November 2024 | Events, External Conferences | 0 Comments

Kevin from TaxStatus discusses how the company aims to ease the process of obtaining client tax records from the IRS, which in turn helps advisers offer better tax and financial planning. TaxStatus distinguishes itself with direct IRS integration for real-time,...
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Advicefront

by | 25th November 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

ADVICEFRONT (Aquired by FNZ) Website advicefront.com Phone Email [email protected] HIGH-LEVEL FUNCTIONALITY Income & expenditure projections Own Functionality Portfolio projections based on underlying asset growth rates Own Functionality Create multiple goals...
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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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