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S
SaffronTec
Cannon Place, 78 Cannon Street, London, EC4N 6AF United Kingdom
Work Phone: 0203 868 8836
Work Email: [email protected]
Website: www.saffrontec.com
Categories: Financial Planning, Portfolio Management, Risk Profiling Tools
Salesforce
EMEA Limited, Village 9, Floor 26 Salesforce Tower, 110 Bishopsgate, EC2N 4AY United Kingdom
Work Phone: 0800 092 1223
Website: www.salesforce.com
Categories: Client Relationship Manager
SecureTheFile
40 Islington High Street London, England N1 8EQ United Kingdom
Work Phone: 020 3868 7494
Work Email: [email protected]
Website: www.securethefile.com
Categories: Secure Communication Systems
Selectapension
Selectapension House, Eridge Road, Crowborough TN6 2SL United Kingdom
Work Phone: 01892 669494
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Switching Analysis: Our Analysis
Website: www.selectapension.com
Categories: Financial Planning, Portfolio Rebalancing, Product Research, Risk Profiling Tools, Switching Analysis, Tax Optimisation
Sharesight
Categories: Portfolio Monitoring
SideDrawer
Toronto, Ontario Canada
Work Phone: Customer Support: 1-855-494-4485
Work Phone: Business Development: 1-855-663-7070
Work Email: [email protected]
Work Email: [email protected]
Website: www.sidedrawer.com
Categories: Document Management, Fact Finding, File Sharing, Workflows
SIFA AI
Website: www.trysifa.com
AI Tools & Services: Our Analysis
Categories: AI Tools & Services, Artificial Intelligence
SIGNiX
1110 Market St #402 Chattanooga TN 37402 United States of America
Work Phone: 877-890-5350
Website: www.signix.com
Categories: E-Signature
SIMON Markets
368 9th Avenue 16th Floor New York NY 10001 United States of America
Work Phone: 877.317.4666
Work Email: [email protected]
Website: simon.io
Categories: Investment Platform, Portfolio Analysis, Research Systems
SimplyBiz
Centra
SimplyBiz Services Ltd, The John Smith’s Stadium, Stadium Way, Huddersfield, HD1 6PG United Kingdom
Work Phone: 01484439100
Cash Flow/Financial Planning: Our Analysis
Risk Profiling Tools: Our Analysis
Portfolio Analysis: Our Analysis
Switching Analysis: Our Analysis
Research Systems: Our Analysis
Website: www.simplybiz.co.uk
Categories: Cash Flow Modelling, Portfolio Analysis, Product Research, Report Generation Software, Research Systems, Risk Profiling Tools, Switching Analysis
Sinergi Management
14 Rutland Square Edinburgh EH1 2BD United Kingdom
Work Phone: 01899 221 212
Work Email: [email protected]
Website: sinergi.co.uk
Categories: Portfolio Analysis
Skience
580 Herndon Parkway Suite 500 Herndon VA 20170 United States of America
Work Phone: 866-754-3623
Work Email: [email protected]
Website: skience.com
Categories: Client Onboarding, Client Portals, Compliance, Document Management, Workflows
Smart Signatures
Suite 10 – Regent House Heaton Lane Stockport SK4 1BS United Kingdom
Work Phone: 0161 710 3472
Work Email: [email protected]
Website: smartsignatures.co.uk
Categories: E-Signature
Smartr365
1 Queen Caroline St, Hammersmith, London W6 9YN United Kingdom
Work Phone: 020 3111 0900
Work Email: [email protected]
Mortgage Practice Management Systems: Our Analysis
Website: www.smartr365.com
Categories: Mortgage Practice Management Systems
SmartSearch
Mayfield House Lower Railway Rd Ilkley LS29 8FL United Kingdom
Work Phone: 0113 537 9584
Work Email: [email protected]
Website: www.smartsearch.com
Categories: Anti Money Laundering
SMArtX Advisory Solutions
105 South Narcissus Avenue Suite 701 West Palm Beach FL 33401 United States of America
Work Phone: 561.835.8690
Website: www.smartxadvisory.com
Categories: Portfolio Monitoring, Trading
Snap Projections
100-4310 Sherwoodtowne Blvd Mississauga ON L4Z 4C4 Canada
Work Phone: 1-888-758-7977
Work Email: [email protected]
Work Email: [email protected]
Website: snapprojections.com
Categories: Financial Planning
Sprint Enterprise Technology – Fastrak
68a Milton Park Oxfordshire OX14 4RQ United Kingdom
Work Phone: Sales: 0333 939 8270
Work Phone: Support: 0333 242 7667
Work Email: [email protected]
Work Email: [email protected]
Work Email: [email protected]
Client Portals: Our Analysis
Portfolio Rebalancing: Our Analysis
Website: www.sprintenterprise.co.uk
Categories: Client Portals, Portfolio Management, Portfolio Rebalancing
SSP
SSP Aldershot, Third Floor Tower 3, Royal Pavilion, Wellesley Road, Aldershot, Hampshire GU11 1PZ United Kingdom
Work Phone: 01422 330 022
Work Email: [email protected]
Website: www.ssp-worldwide.com
Categories: Practice Management System
Standard Life Elevate
Elevate PO Box 6877 Basingstoke RG24 4RT United Kingdom
Work Phone: 0345 600 2399
Work Email: [email protected]
Website: www.elevateplatform.co.uk/elevate/adviser/
Categories: Platform
Suggestus
46 Chancery Lane London WC2A 1JE United Kingdom
Work Email: [email protected]
Website: www.suggestus.com
Categories: Investment Analysis, Portfolio Analysis, Research Systems, Risk Profiling Tools
Summit
San Francisco, California United States of America
Website: summitwealth.io
Categories: Client Portals, Client Relationship Manager, Document Management, Income Reconciliation, Portfolio Management
Synaptic Software
Whiteley Office Fusion 1, Parkway, Solent Business Park, Whiteley, PO15 7AA United Kingdom Solihull Office Knights Court, Solihull Parkway, Birmingham Business Park, B37 7YB
Work Phone: Sales: 0800 783 4477
Work Phone: Technical Support: 0808 164 5463
Work Phone: Customer Services: 0800 783 4477
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Risk Profiling Tools: Our Analysis
Switching Analysis: Our Analysis
Quotation Portals: Our Analysis
Research Systems: Our Analysis – Synaptic Product & Fund
Research Systems: Our Analysis – Synaptic Risk Explorer
Website: www.synaptic.co.uk
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Portfolio Rebalancing, Product Research, Quotation Portals, Research Systems, Risk Profiling Tools, Switching Analysis, Tax Optimisation
