Author: Adam Flowers

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Iress Xplan (Private Wealth Management)

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Iress Xplan (Private Wealth Management)

Posted by | Oct 27, 2021 | ,

Wealth Mgmt Systems Advice Tech Hub Home Iress offers a suite of integrated solutions for...

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Marketing Systems Supplier/Software: AdvisorStream

Marketing Systems Supplier/Software: AdvisorStream

Posted by | Oct 26, 2021 | ,

Marketing & Engagement Advice Tech Hub Home AdvisorStream is an automated marketing platform...

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Adviser Cloud

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Adviser Cloud

Posted by | Oct 21, 2021 | ,

Wealth Practice Mgmt Advice Tech Hub Home Adviser Cloud is a web-based practice management system...

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RegTech SUPPLIER/SOFTWARE: Money Alive

RegTech SUPPLIER/SOFTWARE: Money Alive

Posted by | Oct 5, 2021 | ,

RegTech Systems Advice Tech Hub Home Money Alive is a RegTech platform for advisers that uses...

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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Flagstone

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Flagstone

Posted by | Sep 23, 2021 | ,

Wealth Mgmt Systems Advice Tech Hub Home Flagstone is a cash deposit platform used by financial...

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