HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Wealth Practice Management

Mortgage Practice Management

Client Portals

Financial Planning/Cash Flow/Retirement Planners

Portfolio Analysis
Portfolio Rebalancing

Quotation Portals

Wealth Management

Equity Release

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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Mortgage Sourcing
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