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Contengo offer a fully configurable (both branding and terminology) client and adviser portal that is accessible on any device, with secure two-way messaging and document sharing functionality available.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

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HIGH-LEVEL FUNCTIONALITY

This content is restricted

KEY FUNCTIONALITY & KEY ACCOUNTS

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

May be available on request

OTHER PRACTICE AREAS:

INSIGHTS:

Integration Hubs & Tools – Origo

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Integration Hubs & Tools – Finio

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LinkedIn account restrictions: Understanding your rights and the road to reinstatement

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REGTECH SUPPLIER/SOFTWARE: Aveni

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Marketing and Client Engagement Systems Supplier/Software: Asset-Map

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS Xplan

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Artificial Intelligence – AI Tools & Services – FE Fundinfo NexusAI

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Report Generation Supplier/Software: Ammonite

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Adviser Tech & AI – Everyone You Need to Know

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Client Portals
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