Planbot builds AI versions of the forms and reports an advice firm already uses, or supplies a set of its own. We look at how the builder works, where the AI is allowed to write, what it costs, how client data is handled, and what the product does not do.
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Pennee is a conversational assistant built into Timeline’s advice software. Instructions are typed in plain language and carried out across the client records, planning tools, portfolio data and reporting the firm already holds. Unlike assistants that connect into a firm’s systems from outside, Pennee sits inside the advice stack, which shapes both what it can do and where its limits fall.
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Identity-verified secure email that lets advisers and firms exchange confidential information through ordinary email, with recipient authentication, message recall and a full audit trail of delivery.
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Novium is a free-to-use protection sourcing portal that adjusts quotes for build and nicotine so results can be ranked on a comparable basis.
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Client Portals Advice Tech Hub Home The FinCalc Client Portal is the client facing side of...
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