Author: Adam Flowers

RegTech Systems Advice Tech Hub Home The Trailblazer Tracking app and client management system allows firms to record, view and track client contact, upcoming service reviews, Annual Suitability Assessments and CPD. The system...

RegTech Systems Advice Tech Hub Home Apricity provides compliance and regulatory support services for financial advice firms. It operates as an outsourced compliance partner, offering a technical helpdesk for regulatory queries,...

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...