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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

INSIGHTS:

PORTFOLIO ANALYSIS – FINANCIAL SIMPLICITY

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Ecosystem2.0

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Dynamic Planner Agentic Advice Platform overview for financial advisers

Artificial Intelligence – AI Tools & Services – Dynamic Planner

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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage

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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage

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RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage

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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Defaqto Engage

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

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REPORT GENERATION SUPPLIER/SOFTWARE: Genovo

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CLIENT PORTALS SUPPLIER/SOFTWARE: Wealthcraft Investor Portal (Morningstar)

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Client Portals
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