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A2Risk
1 Fleet Place London England EC4M 7RA United Kingdom Risk Profiling Tools: Our Analysis Website: www.a2risk.com
Categories: Risk Profiling Tools
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ABAKA
ABAKA Holdings Ltd Victoria Spaces – 25 Wilton rd Pimlico London SW1V 1LW United Kingdom Website: abaka.me
Categories: Artificial Intelligence, Platform
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AccountScore
Euston Tower, 286 Euston Rd, Kings Cross, London NW1 3DP United Kingdom Work Phone: 020 7030 3000 Website: www.accountscore.com
Categories: Credit Risk Analysis, Mortgage Affordability
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Acre Software
St Albans House 57-59 Haymarket St. James’s London SW1Y 4QX United Kingdom Website: www.acresoftware.com Client Portals: Our Analysis Mortgage Practice Management Systems: Our Analysis Mortgage Sourcing Systems: Our Analysis
Categories: Client Onboarding, Client Portals, Fact Finding, Mortgage Affordability, Mortgage Application, Mortgage Client Management System, Mortgage Practice Management Systems, Mortgage Sourcing Systems
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Ada Fintech
Runway East Bristol 1 Victoria St Redcliffe Bristol BS1 6AA United Kingdom Work Phone: 020 7250 3331 Research Systems: Our Analysis Website: adafintech.co.uk
Categories: Investment Analysis, Research Systems
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Advantra Wealth
1 Canada Square London E14 9HA United Kingdom Wealth Management Systems: Our Analysis Website: www.advantrawealth.com
Categories: Artificial Intelligence, Risk Profiling Tools, Wealth Management Systems
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Advice Intelligence
Level 6 37 Pitt St Sydney NSW 2000 Australia Work Phone: 1300 242 384 Website: www.adviceintelligence.com
Categories: Cash Flow Modelling, Client Relationship Manager, Financial Planning
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Advice Revolution
3 Spring St Sydney NSW 2000 Australia Work Phone: 02 3813 8088 Website: www.advicerevolution.com.au
Categories: Client Onboarding, Fact Finding
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AdviceBridge
3 Lloyd’s Ave London EC3N 3DS United Kingdom Work Phone: +44 203 925 3850 Wealth Management Systems: Our Analysis Website: www.advicebridge.com
Categories: Wealth Management Systems
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Advicefront
FNZ Labs 67 Lombard Street London EC3V 9LJ United Kingdom Cash Flow/Financial Planning: Our Analysis Website: advicefront.com
Categories: Cash Flow Modelling, Client Onboarding, Financial Planning
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Advicent
10700 W Research Dr #1, Milwaukee, WI 53226, United States of America Work Phone: +1 855-885-7526 Website: www.advicentsolutions.com
Categories: Client Portals, Financial Planning, Practice Management System
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AdviceObjects
32 Threadneedle St London EC2R 8AY United Kingdom Work Phone: +44 20 3740 3940 Wealth Practice Management Systems: Our Analysis Client Portals: Our Analysis Cash Flow/Financial Planning: Our Analysis Website: adviceobjects.com
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Practice Management System, Wealth Practice Management System
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Advise Wise
Advise Wise Limited 3175 Century Way Leeds LS15 8ZB United Kingdom Work Phone: 0333 050 8771 Equity Release Systems: Our Analysis Website: advisewise.com
Categories: Equity Release Systems
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Adviser Cloud
Nebular House 15 Waterloo Road Stalybridge Cheshire SK15 2AU United Kingdom Work Phone: 03330 144 490 Wealth Practice Management Systems: Our Analysis Client Portals: Our Analysis Website: advisercloud.co.uk
Categories: Client Portals, Practice Management System, Wealth Practice Management System
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Adviser Portals
Portal House, 65 Dale Street, Milnrow, Rochdale, Lancashire OL16 3NJ United Kingdom Work Phone: 0345 056 3477 Website: www.adviserportals.co.uk
Categories: Adviser Website Design/Set Up
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Adviser.ai
United Kingdom Work Phone: 020 8050 1295 Website: adviser.ai
Categories: Lead Generation
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Adviserflow
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Advisor Products
333 Jericho Tpke Suite 119 Jericho NY 11753 United States of America Mobile Phone: (888) 274-5755
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AdvisorStream
86 Gloucester Pl Marylebone London W1U 6HP United Kingdom Work Phone: 0808 271 1560 Marketing & Client Engagement Systems: Our Analysis Website: www.advisorstream.co.uk
Categories: Content Creation, Marketing Systems
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Advisory World
United States of America Work Phone: (800) 480-3888 Website: www.advisoryworld.com
Categories: Investment Analysis, Portfolio Analysis, Risk Profiling Tools
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AgencyBloc
United States of America Work Phone: (866) 338-7075 Website: www.agencybloc.com
Categories: Client Relationship Manager
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Aixigo
41 Luke Street London EC2A 4AR United Kingdom Work Phone: +49 (0)241 55 97 09-0 Website: https://www.aixigo.com/
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring
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Photo of Akoni Hub
Akoni Hub
86-90 Paul Street London England EC2A 4NE United Kingdom Work Phone: 020 3920 7789 Work Phone: Marcus Neville: +44 792 639 6957 Wealth Management Systems: Our Analysis Website: www.akonihub.com
Categories: Cash Savings and Deposit Management, Wealth Management Systems
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AlgoDynamix
46 New Broad Street London EC2M 1JH United Kingdom Website: www.algodynamix.com
Categories: Risk Profiling Tools
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Allvue
Becket House 7th Floor 36 Old Jewry London EC2R 8DD United Kingdom Work Phone: +44 (0) 203 540 8660 Website: www.allvuesystems.com
Categories: Client Portals, Client Relationship Manager, Compliance, Portfolio Management, Portfolio Monitoring, Research Systems
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Ammonite
Office 18 64 – 66 Wingate Square London SW4 0AF United Kingdom Work Phone: 020 3434 2718 Report Generation Software: Our Analysis Website: www.ammonitewealth.com
Categories: Report Generation Software
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Photo of Answers in Retirement (AIR) Sourcing
Answers in Retirement (AIR) Sourcing
Southgate House Southgate Street Gloucestershire Gloucester GL1 1UD United Kingdom Work Phone: 0800 294 5097 Equity Release Systems: Our Analysis Website: airsourcing.co.uk
Categories: Equity Release Systems
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Photo of Apricity
Apricity
Apricity Compliance Ltd Whessoe Technology Centre Alderman Best Way Darlington DL1 4WB United Kingdom Work Phone: 01325 952 969 RegTech Systems: Our Analysis Website: apricitycompliance.co.uk
Categories: Compliance, RegTech Systems
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Arkose Labs
250 Montgomery St 10th Floor, San Francisco, CA 94104, United States of America 315 Brunswick St, Fl 2, Brisbane, QLD. 4006 Australia Work Phone: (800) 604-3319 Website: www.arkoselabs.com
Categories: RegTech Systems
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Asendium
Level 3 478 George Street Sydney NSW 2000 Australia Website: www.asendium.com
Categories: Fact Finding, RegTech Systems
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Asset-Map
225 Arch Street First Floor Philadelphia PA 19106 United States of America United Kingdom Work Phone: 888-664-8850 Website: Main Website Website: UK Website Marketing & Client Engagement Systems: Our Analysis
Categories: Client Engagement, Financial Planning, Report Generation Software
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Assyst Software & Consultancy Ltd
Alchornes House Basset Down Wiltshire SWINDON SN4 9QP United Kingdom Work Phone: 01793 845511 Website: assyst-software.com
Categories: Client Relationship Manager, Practice Management System
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AstuteWheel
Level 1 154 Pacific Highway St Leonards NSW 2065 Australia Work Phone: 02 94 533 588 Website: www.astutewheel.com.au
Categories: Client Engagement, Client Onboarding, Financial Planning, Marketing Systems, RegTech Systems, Report Generation Software
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ATEB Suitability
Evolve Business Centre Cygnet Way Houghton le Spring Durham DH4 5QY United Kingdom Work Phone: +44 (0) 191 338 8177 Report Generation Software: Our Analysis Website: www.atebsuitability.co.uk
Categories: Report Generation Software
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Photo of Avaloq
Avaloq
3rd Floor, 2 Copthall Ave, London EC2R 7DA United Kingdom Work Phone: 020 7796 3587 Website: www.avaloq.com
Categories: Client Portals
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Aveni
United Kingdom Work Phone: 0333 016 5242 RegTech Systems: Our Analysis Website: https://aveni.ai/
Categories: Artificial Intelligence, Compliance, RegTech Systems, Speech Analytics
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