Tag: Investment

Are you an adviser who wants to put technology at the heart of their business? This week on AdviserSoftware.com

Posted by Ian McKenna | Dec 10, 2021 | Weekly Roundups |

I’m going to start my summary this week by pointing out that today is the last day to get the...

Analysis Portal

Posted by Adam Flowers | Aug 13, 2021 | Topics

Latest Insights PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr – Noxai Read More CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning Read More Mortgage Practice Management Systems – Binder Read More Intelliflo Connect...

The tool aiming to streamline financial planning processes

Posted by Adam Flowers | Jun 29, 2021 | Cash Flow Modelling, Financial Planning, Insights, Portfolio Analysis, Retirement Planners, Risk Profiling, System Review |

How InvestSuite are using algorithms to make reports clearer

Posted by Adam Flowers | Jun 14, 2021 | Artificial Intelligence, Insights, Investment, Report Generation Software, Smart Systems, System Review |

The end-to-end platform aiming to help advisers recommend, process and review

Posted by Adam Flowers | Mar 19, 2021 | Client Portals, Insights, Platforms, System Review, Wealth Practice Management Systems |

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