Author: Adam Flowers

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Advantra

Wealth Mgmt Systems Advice Tech Hub Home Amplify, from Advantra Wealth, is an outsourced marketing...

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EQUITY RELEASE SYSTEMS SUPPLIER/SOFTWARE: Iress The Exchange

Equity Release Advice Tech Hub Home The Exchange provides users with the capability to compare the costs of protection products through a single product comparison or via a multi benefit comparison as well as the ability to...

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EQUITY RELEASE SYSTEMS SUPPLIER/SOFTWARE: Focus: Now Advise

Equity Release Advice Tech Hub Home now:advise provides an aggregated view of a client’s portfolio including a client’s net worth, objectives, a detailed breakdown of client’s investments, secure messaging and document sharing....

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EQUITY RELEASE SYSTEMS SUPPLIER/SOFTWARE: Answers In Retirement (AIR) Sourcing

Equity Release Advice Tech Hub Home   Answers In Retirement (AIR) sourcing is a platform that enables advisers to compare retirement products with clients that have Later Life requirements.   Advisers can login for...

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REGTECH SUPPLIER/SOFTWARE: Trailblazer Tracking

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...

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