Author: Adam Flowers

Wealth Mgmt Systems Advice Tech Hub Home Wealth Dynamix provide two CRM propositions for wealth management firms, WDX One and WDX Enterprise Advisers can login for FREE to access our detailed analysis, key functionality and...

Wealth Mgmt Systems Advice Tech Hub Home InvestCloud provides a fully integrated modular solution to wealth managers enabling them to select the functionality that is required for their proposition. Advisers can login for FREE...

Wealth Mgmt Systems Advice Tech Hub Home Focus:wealth is a web-based wealth management solution accessible via a computer, tablet or mobile that provides a client facing, holistic view of their financial planning as well as...

Wealth Mgmt Systems Advice Tech Hub Home FNZ owns the Figaro, a front-office system designed for discretionary wealth managers and stockbrokers. It provides an integrated suite of tools for client relationship management,...