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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:

Business Performance & Operational Management Supplier/Software: Octopus Money

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Client Engagement: DNA Behavior

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Artificial Intelligence – AI Tools & Services – SIFA AI

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

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CLIENT ENGAGEMENT TOOL – INZUZO

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QUOTATION PORTALS SUPPLIER/SOFTWARE: Hub Financial Solutions Prime 1

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CLIENT PORTALS SUPPLIER/SOFTWARE: DYNAMIC PLANNER

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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
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:

EATT 2025 Octopus Money demo

by | 17th February 2025 | EATT Conference, Events | 0 Comments

BACK TO DEMO LISTWhat is EATT?EATT 2025 Battle of the Tech Demo - Octopus MoneySynopsis: Referral Program – Accepts and pays for referrals from advice firms for clients outside their target market. Scalable Advice for Larger Firms – Embeds its methodology in larger...
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EATT 2025 Otto demo

by | 17th February 2025 | EATT Conference | 0 Comments

BACK TO DEMO LISTWhat is EATT?EATT 2025 Battle of the Tech Demo - OttoSynopsis: Seamless Client Servicing – Streamlines onboarding, meetings, reporting, and communication. Smart Integrations – Compatible with existing tech stacks and CRMs. AI-Powered Transcription...
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EATT 2025 Advisory AI demo

by | 17th February 2025 | EATT Conference | 0 Comments

BACK TO DEMO LISTWhat is EATT?EATT 2025 Battle of the Tech Demo - AdvisoryAISynopsis: Evie (Assistant for Financial Advisers): Helps with transcriptions and meeting notes. Can integrate with Outlook or upload recordings. Customisable to the firm's format, structure,...
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EATT 2025 Plannr demo

by | 17th February 2025 | EATT Conference, Events | 0 Comments

BACK TO DEMO LISTWhat is EATT?EATT 2025 Battle of the Tech Demo - PlannrSynopsis: Automation & Efficiency – Streamlines financial advice workflows with automation, reducing manual tasks. Annual Review Automation – Sends emails, fact find requests, creates cases,...
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Business Performance & Operational Management Supplier/Software: Octopus Money

by | 13th February 2025 | Advice Tech Hub | 0 Comments

Octopus Money Website www.octopusmoney.com/  Phone 020 3195 4455 Email [email protected]  KEY FUNCTIONALITYIntroduction Octopus Money is passionate about democratising help and advice and provides a financial planning methodology designed to help deliver...
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Client Engagement: DNA Behavior

by | 13th February 2025 | Advice Tech Hub, Client Engagement | 0 Comments

CLIENT ENGAGEMENT - DNA BEHAVIOR Website www.dnabehavior.com/ Phone 866-791-8992 Email [email protected]  KEY FUNCTIONALITYIntroduction DNA Behavior, based in Atlanta, Georgia, offers a Software as a Service (SaaS) platform designed to help financial advisers...
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Artificial Intelligence – AI Tools & Services – SIFA AI

by | 10th February 2025 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Advisory AI Website www.advisoryai.com  Phone Not Disclosed Email Not Disclosed KEY FUNCTIONALITYIntroduction: Advisory AI offers AI-powered solutions designed to streamline financial advisory processes. It aims to alleviate the...
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FUZE

by | 3rd February 2025 | Advice Tech Hub, Cash Flow Modelling | 0 Comments

Fuze Website www.fuze.website/  Phone N/D Email www.fuze.website/contact-us/  KEY FUNCTIONALITYIntroduction Fuze is a technology company that provides financial advisers with a potential comprehensive view of their clients' portfolios. The company's mission is to...
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CLIENT ENGAGEMENT TOOL – INZUZO

by | 29th January 2025 | Advice Tech Hub, Client Engagement | 0 Comments

MARKETING AND CLIENT ENGAGEMENT SYSTEMS - INZUZO Website www.inzuzo.co.uk/ Phone 0800 433 2777 Email [email protected]  Introduction Inzuzo connects UK consumers seeking financial advice with qualified financial advisers. Inzuzo supplies approximately £2.5...
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QUOTATION PORTALS SUPPLIER/SOFTWARE: Hub Financial Solutions Prime 1

by | 29th January 2025 | Advice Tech Hub, Adviser Software Systems | 0 Comments

HUB FINANCIAL SOLUTIONS Website www.hubfinancialsolutions.co.uk Phone 01737 233413 Email N/A HIGH-LEVEL FUNCTIONALITY Comparison of costs for individual product types Own Functionality Comparison of costs for multi-benefit (menu) plans No Functionality Comparison of...
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