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Keychain is a cloud-based client portal that simplifies the mortgage and protection advice journey. It offers a suite of features designed to streamline the gathering of information and management of customer paperwork.

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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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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