Author: Adam Wilson

IRESS CLIENT PORTAL

Posted by Adam Wilson | Apr 11, 2019 | Client Portals, Investment |

Iress have launched a new client portal option as part of their standard “out of the box” Xplan service. This is now included at no additional charge for new Xplan subscribers. Existing users may have to pay additional charges,...

i4C

Posted by Adam Wilson | Mar 14, 2019 | Cash Flow Modelling |

When ideas and business requirements are not fulfilled by technological solutions, businesses...

True Potential: V6 ClientSite

Posted by Adam Wilson | Mar 12, 2019 | Client Portals |

True Potentials ClientSite provides firms with a fully white labelled client platform which is...

Distribution Technology: Dynamic Planner

Posted by Adam Wilson | Mar 11, 2019 | Cash Flow Modelling, Financial Planning, Portfolio Analysis, Portfolio Modelling, Portfolio Rebalancing, Risk Profiling |

The Distribution Technology risk profiling tool is perhaps the most well-known system in the UK....

Moneyinfo

Posted by Adam Wilson | Mar 11, 2019 | Client Portals, Personal Financial Management |

As technology continues to advance, access to financial products becomes far less restrictive as...

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