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

Mortgage Sourcing

Equity Release

INSIGHTS:

Artificial Intelligence – AI Tools & Services – PlannerPal

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CLIENT PORTALS SUPPLIER/SOFTWARE: INTELLIFLO PERSONAL FINANCE PORTAL

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: intelliflo planning

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CLIENT PORTALS SUPPLIER/SOFTWARE: VoyantGo & Snapshot

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Artificial Intelligence – AI Tools & Services – Unitifi

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: AdviceObjects

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CLIENT PORTALS SUPPLIER/SOFTWARE: AdviceObjects

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

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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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Wealth Management Systems
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