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iCover
iCover 15510 Olive, Suite #205 Chesterfield MO 63017 United States of America
Work Phone: +1 314-255-3861
Work Phone: +1 314-570-4366
Work Email: [email protected]
Work Email: [email protected]
Website: icoverinsure.com
Categories: Underwriting
IFA Dataflow
County House Bayshill Rd Cheltenham GL50 3BA United Kingdom
Work Phone: +44 (0) 1242 787987
Work Email: [email protected]
Website: www.ifadataflow.co.uk
Categories: Income Reconciliation
IFAC Ltd.
IFAC House Unit 1.7 Andovesford Business Park GL54 4LB United Kingdom
Work Phone: 01242 80 70 10
Website: www.ifac.eu
Categories: Compliance, Robo Compliance
iFactFind
767A Nicholson St PO Box 560 Carlton North VIC 3054 Australia
Work Phone: 1300 0 78577
Work Email: [email protected]
Website: ifactfind.com.au
Categories: Client Onboarding, Fact Finding
ifaDASH
United Kingdom
Business Performance & Operational Management: Our Analysis
Website: www.ifadash.com
Categories: Business Performance & Operational Management, RegTech Systems
Implemented Portfolios
Level 10 60 Carrington Street Sydney NSW 2000 Australia
Work Phone: +61 2 9164 9800
Work Email: [email protected]
Website: implementedportfolios.com.au
Categories: Investment Platform, Portfolio Analysis, Portfolio Management, Portfolio Monitoring
Income Conductor
Indyfin
1722 Routh St Suite 900 Dallas TX 75201 United States of America
Work Phone: (833) 463-9346
Work Email: [email protected]
Website: www.indyfin.com
Categories: Financial Adviser Research & Review, Investor Experience Platform
Insignis Cash Solutions
INSIGNIS CASH SOLUTIONS St John’s Innovation Centre Cowley Road Cambridge CB4 0WS United Kingdom
Work Phone: +44 (0) 1223 200 674
Work Email: [email protected]
Website: www.insigniscash.com
Categories: Cash Savings and Deposit Management
Insurian
85 Great Portland Street London W1W 7LT United Kingdom
Website: insurian.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Administration
Integrated Portfolio Solutions
Suite 2 Level 5 Bligh Chambers 25 Bligh Street Sydney NSW 2000 Australia
Work Phone: 1300 764 829
Website: integratedportfoliosolutions.com.au
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing, Practice Management System
intelliflo
Wellington House 60-68 Wimbledon Hill Road London SW19 7PA United Kingdom
Work Phone: 0330 102 8400
Work Email: [email protected]
Work Email: [email protected]
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Client Portals: Our Analysis
Personal Financial Management: Our Analysis
Portfolio Analysis: Our Analysis
Mortgage Practice Management Systems: Our Analysis
Wealth Practice Management Systems: Our Analysis
Website: www.intelliflo.com
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Mortgage Practice Management Systems, Personal Financial Management, Portfolio Analysis, Practice Management System, Wealth Practice Management System
IntelliTeq
Work Email: [email protected]
Website: www.intelliteq.co.uk
Categories: Client Engagement, Client Relationship Manager
InterGen Data
5600 Tennyson Parkway, Suite 335 Plano, Texas 75093 United States of America
Mobile Phone: (972) 833-2820
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Website: www.intergendata.com
Articles: INTERGEN DATA – “DAVID – DIGITAL ADVICE VIA DEMOGRAPHICS”
Articles: VIEWS FROM FINOVATE FALL: INTERGEN DATA
Categories: Artificial Intelligence, Cash Flow Modelling, Financial Planning, Product Research, Research Systems
Investcloud
77 Shaftesbury Ave, Soho, London W1D 5DU United Kingdom
Work Phone: 020 3826 8510
Work Email: [email protected]
Wealth Management Systems: Our Analysis
Website: www.investcloud.com
Categories: Accounting, Client Portals, Trading, Wealth Management Systems
InvestGlass
Categories: Client Portals, Client Relationship Manager, Marketing Systems, Portfolio Management
InvestSuite
Northumberland House 8 Northumberland Avenue London WC2N 5BY United Kingdom
Work Phone: +44 7305 70 40 54
Work Email: [email protected]
Website: www.investsuite.com
Categories: Investment Analysis, Investment Platform, Platform, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
iPipeline
3rd Floor, Montpellier House, Montpellier Dr, Cheltenham GL50 1TY United Kingdom
Work Phone: 0345 408 4022
Work Email: [email protected]
E-Signature, Document Processing & Storage: Our Analysis
Quotation Portals: Our Analysis
Website: Home
Website: SolutionBuilder – Life Insurance/Protection Product Research
Website: AlphaTrust – e-Signature and Document Process
Categories: E-Signature, Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals, Research Systems, Secure File Sharing
Iress
Level 7 45 King William Street London EC4R 9AN United Kingdom
Work Phone: 0345 068 3000
Work Email: [email protected]
Wealth Practice Management Systems: Our Analysis
Mortgage Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Cash Flow/Financial Planning: Our Analysis – Iress Xtools
Cash Flow/Financial Planning: Our Analysis – Iress Xtools Engage
Cash Flow/Financial Planning: Our Analysis – Iress O&M Profiler ESP
Portfolio Analysis: Our Analysis
Portfolio Rebalancing: Our Analysis
Quotation Portals: Our Analysis
Mortgage Sourcing Systems: Our Analysis – Iress Trigold
Mortgage Sourcing Systems: Our Analysis – Iress Xplan Mortgage
Wealth Management Systems: Our Analysis – Iress Proquote
Wealth Management Systems: Our Analysis – Iress Viewpoint
Wealth Management Systems: Our Analysis – Iress Xplan Private Wealth Management
Equity Release Systems: Our Analysis
Website: www.iress.com
Categories: Cash Flow Modelling, Client Portals, Client Relationship Manager, Equity Release Systems, Financial Planning, Life Insurance/Protection, Life Insurance/Protection Product Research, Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems, Portfolio Analysis, Portfolio Rebalancing, Practice Management System, Quotation Portals, Research Systems, Switching Analysis, Wealth Management Systems, Wealth Practice Management System
