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:

Mortgage Practice Management

INSIGHTS:

Artificial Intelligence – AI Tools & Services – Aveni Assist

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REGTECH SUPPLIER/SOFTWARE: Click2Check

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Marketing and Client Engagement Systems Supplier/Software: Lumiant

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REGTECH SUPPLIER/SOFTWARE: Aveni

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

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Artificial Intelligence – AI Tools & Services – PlannerPal

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Business Performance & Operational Management Supplier/Software: OpenAdvice

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Marketing Systems Supplier/Software: Keychain

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AI Tools & Services – digipro.ai

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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: d1g1t

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Client Portals
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OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners
Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications
Smarter Communications

INSIGHTS:

Artificial Intelligence – AI Tools & Services – Aveni Assist

by | 26th April 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - Aveni Assist Website aveni.ai Phone 0333 016 5242 Email [email protected]  KEY FUNCTIONALITYIntroduction Aveni is a UK-based fintech company founded by former Standard Life Investment colleagues and leading AI scientists from the University...
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REGTECH SUPPLIER/SOFTWARE: Click2Check

by | 25th April 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

REGTECH SYSTEMS - CLICK2CHECK Website www.click2check.com Phone 01932 548888 Email [email protected] KEY FUNCTIONALITYIntroduction Click2Check is a software solution designed specifically for mortgage advisers in the UK market. It focuses on streamlining the...
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Marketing and Client Engagement Systems Supplier/Software: Lumiant

by | 25th April 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

MARKETING AND CLIENT ENGAGEMENT SYSTEMS - LUMIANT Website lumiant.com.au Phone N/A Email [email protected] RECENT UPDATES FROM LUMIANT:KEY FUNCTIONALITYIntroduction Lumiant is a software platform designed to transform the way financial advisers deliver advice and...
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REGTECH SUPPLIER/SOFTWARE: Aveni

by | 25th April 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

REGTECH SYSTEMS - AVENI DETECT Website aveni.ai Phone 0333 016 5242 Email [email protected] KEY FUNCTIONALITYIntroduction Aveni is a UK-based fintech company founded by former Standard Life colleagues and leading AI scientists from the University of Edinburgh. Their focus...
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Voyant AdviserGo

by | 25th April 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

VOYANT ADVISERGOVOYANT ADVISERGO Website www.planwithvoyant.co.uk Phone Support: 020 8090 3601 Sales: 020 8090 3600 Email [email protected] HIGH-LEVEL FUNCTIONALITY Income & expenditure projections Own Functionality Portfolio projections based on...
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Artificial Intelligence – AI Tools & Services – PlannerPal

by | 23rd April 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - PlannerPal Website www.plannerpal.co.uk Phone 01225 941 135 Email [email protected] KEY FUNCTIONALITYIntroduction PlannerPal is a software tool designed to streamline the workflow of financial planners by automating tasks and facilitating...
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Taking a look at the potential of AI for advice firms – March Forum Recap

by | 3rd April 2024 | AdviceTech Forum, Events | 0 Comments

This month we discussed 'Artificial Intelligence'; specifically covering: What business processes are ripe for AI within an advice firm? ​ What types of AI solutions exist today that firms may want to consider looking into?​ What do advice firms have to be mindful of...
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Business Performance & Operational Management Supplier/Software: OpenAdvice

by | 25th March 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

Business Performance & Operational Management - Open Advice Website www.openadvice.co.uk  Phone N/D Email [email protected]  KEY FUNCTIONALITYIntroduction OpenAdvice is a suite of digital tools designed to streamline and improve the wealth management...
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Marketing Systems Supplier/Software: Keychain

by | 25th March 2024 | Advice Tech Hub, Adviser Software Systems | 0 Comments

MARKETING SYSTEMS - KEYCHAIN Website www.keychain.co.uk  Phone N/A Email [email protected]  KEY FUNCTIONALITYIntroduction Keychain is a cloud-based client portal that simplifies the mortgage and protection advice journey. It offers a suite of features designed to...
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AI Tools & Services – digipro.ai

by | 25th March 2024 | Advice Tech Hub, Adviser Software Systems, AI Tools & Services | 0 Comments

AI Tools & Services - digipro.ai Website www.digipro.ai  Phone 00353 879 646 952 Email Contact Us KEY FUNCTIONALITYIntroduction Digipro.ai is a company that develops software solutions powered by Artificial Intelligence (AI) and Machine Learning (ML) for the...
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