Virtual Meeting offerings from specialist adviser software firms

Tel: 0845 659 2360

Website: 360dotnet.co.uk

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 0333 014 4490

Website: advisercloud.co.uk

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 01793 845511

Website: assyst-software.com

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 01793 845511

Website: bluecoatsoftware.com

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 0333 300 3489

Website: cashcalc.co.uk

Product name (if different): N/A

Embedded Screen Share System: Not currently offered

Additional System (extra contract required): N/A

Other System(s) Supported: N/A

Tel: 01403 334411

Website: creative-technologies.co.uk

Product name (if different): Enable

Embedded Screen Share System: Zendesk for technical support (not client use)

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Comments:  Enable (the practice management system) and Fusion (the Benchmark platform) have an integration with Zendesk, primarily for support/customer case management. Enable has the ability to store recordings of online meetings/screen shares/telephone conversations/URLs against a client file or activity (e.g. a client review), which provides a full audit trail and allows their in-house compliance team to access these as required for file reviews etc. They don’t charge firms extra for data storage. 

The company have chosen not to integrate with any one virtual meeting provider to date.

Tel: 01844 295 454

Website: defaqto.com

Product name (if different): Video meeting is available within Defaqto Engage

Embedded Screen Share System: Developed by Defaqto

Additional System (extra contract required): No additional subscription is required

Other System(s) Supported: Engage can be used in conjunction with all major web conferencing systems

Comments:  Defaqto have developed their own video meeting facility using the same underlying technology that powers the likes of Zoom and Teams (web RTC).  Users of Engage can access the ‘Video meeting’ at no extra cost to their Engage subscription.  If advisers are using Zoom, Teams etc, then Engage can be also be used in conjunction with those systems but they can’t be launched from within the application.

Tel: 01823 326324

Website: durell.co.uk

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 0333 6000 500

Website: dynamicplanner.com

Product name (if different): N/A

Embedded Screen Share System: Not currently offered

Additional System (extra contract required): N/A

Other System(s) Supported: Dynamic Planner can be fully used in conjunction with screensharing technology (For example Zoom, Teams, Skype, GoToMeeting)

Tel: 01275 400650

Website: ekeepergroup.co.uk

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: —

Website: elen.co

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Product name (if different): Now:Meet

Embedded Screen Share System: Unblu

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 01752 600626

Website: hourglasssoftware.co.uk

Product name (if different): TIPS

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: —

Website: batsoft.co.uk

Product name (if different): BAT

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 0330 102 8402

Website:  intelliflo.com

Dedicated link: intelliflo.com/glia

Product name (if different): Intelligent Office

Embedded Screen Share System: a single user licence for Glia is provided per firm

Additional System (extra contract required): additional Glia licences £35 per user per month

Other System(s) Supported: TBC

Tel: 0345 068 3000

Website:  iress.com/software/financial-advice/xplan/

Product name (if different): Xplan

Embedded Screen Share System: TBC

Additional System (extra contract required): SuiteBox

Other System(s) Supported: TBC

Tel: 03450 049599

Website: talkjcs.com

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 0208 665 3200

Website: mortgage-brain.co.uk

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 01642 062 358

Website: planhappy.co.uk

Product name (if different): N/A

Embedded Screen Share System: Not currently offered

Additional System (extra contract required): N/A

Other System(s) Supported: N/A

Tel: 020 3873 5566

Website: plumsoftware.co.uk

Dedicated link: praemium.com/wealthcraft

Product name (if different): Wealthcraft (formerly Plum)

Embedded Screen Share System: Skype, Skype for Business, MS Teams

Additional System (extra contract required): TBC

Other System(s) Supported: Zoom, Ring Central, OneNote

Comments: 

Skype (personal)/Skype for Business/Teams: WealthCraft already comes with an easy “click to dial integration” with Skype (personal) allowing you to simply click on the phone number/Skype id and it will call the user. WealthCraft will also load the phone call activity screen ready for you to include the note at the end of the call.

External Integrations: Both WealthCraft and Teams also come with integrations with Zoom and RingCentral (voice recorded phone calls) to satisfy different needs/solutions where required.

Tools to use during those meetings 

One Note: WealthCraft also includes an integration with One Note. One Note is collaborative sharing tool in regards to:

  • Collaborative input meeting notes
  • File sharing/voice recording
  • Whiteboard functionality

Digital Fact-Find/Risk Profiler and Client Portal: During the meeting you may wish to open up the digital engagement tools to help keep information up to date, and talk through concepts/positions:

  • Review client information
  • Review attitude to risk
  • Discuss portfolio and consider if any action needs to be taken

All of which can be sent to the client to digitally signed and update the system.

Teams integration with WealthCraft: Teams new integration with Dynamics offers the same functionality as above but all in one team. This will allows a central area to manage:

  • Chat
  • Files
  • Meeting notes
  • Access to client portal

 All within the team. You can create a “team” for each client and provide access to them as a guest to collaborate and communicate between meetings too.

 Praemium Cobrowsing: We have also just released a co-browsing feature which allows our support team to view the user’s screen to help with any form of training and support. Not quite for the investor and client but for us and our clients (the advisers and their staff!)

Tel: 01384 273736

Website: truthsoftware.co.uk

Product name (if different): Truth

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 020 8059 0700

Website: smartr365.com

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 01422 330022

Website: ssp-worldwide.com/solutions/ifa-software

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Tel: 0800 032 3774

Website: time4advice.co.uk

Product name (if different): Curo

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

Comments: Curo is built on Microsoft Dynamics so ideally placed for integration with Microsoft Teams however at this time no direct integration has been built. That does not mean Curo users cannot use MS Teams for virtual meetings but for the time being they will need to add any files and other documents to the client record manually. Automated integration is planned for the first half of 2020 and when live should enable storage of details of any Microsoft Teams meeting content directly against the client record.

Tel: 01202 553457

Website: twenty7tec.com

Product name (if different): TBC

Embedded Screen Share System: TBC

Additional System (extra contract required): TBC

Other System(s) Supported: TBC

About The Author

mm

Ian founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon. A boutique consultancy the firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. As part of this work the firm work with many of the U.K.’s leading long-term savings institutions, financial advisers and technology providers to identify emerging technologies that can transform customer relationships. More recently the firm has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs. In addition to developing a UK view Ian travels extensively to identify similar trends around the world and the lessons that can be learned from other countries.

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