Adam Flowers, Author at Adviser Software

CLIENT PORTALS SUPPLIER/SOFTWARE: Adviser Cloud

Posted by Adam Flowers | Jul 15, 2021 | Advice Tech Hub, Adviser Software Systems

Client Portals Advice Tech Hub Home AdviserCloud provides a cloud-native Practice Management...

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Prestwood Truth

Posted by Adam Flowers | Jul 13, 2021 | Advice Tech Hub, Adviser Software Systems

Cashflow Planning Advice Tech Hub Home Truth® is a cash flow modelling tool that is provided as a...

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Micro Focus – Voltage

Posted by Adam Flowers | Jul 1, 2021 | Advice Tech Hub, Adviser Software Systems

Secure Communications Advice Tech Hub Home Two main secure communication solutions: Voltage SecureMail Cloud SecureMail Cloud is designed as a multi-tenanted SaaS solution that aims to help businesses, partners, and their...

The tool aiming to streamline financial planning processes

Posted by Adam Flowers | Jun 29, 2021 | Cash Flow Modelling, Financial Planning, Insights, Portfolio Analysis, Retirement Planners, Risk Profiling, System Review |

How InvestSuite are using algorithms to make reports clearer

Posted by Adam Flowers | Jun 14, 2021 | Artificial Intelligence, Insights, Investment, Report Generation Software, Smart Systems, System Review |

Author: Adam Flowers

CLIENT PORTALS SUPPLIER/SOFTWARE: Adviser Cloud

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Prestwood Truth

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Micro Focus – Voltage

The tool aiming to streamline financial planning processes

How InvestSuite are using algorithms to make reports clearer

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