Client Portals Advice Tech Hub Home Established for over 30 years, Focus is a UK-based technology firm dedicated to the financial services sector. It provides innovative software that streamlines the advice process, enhances...
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Independent, in-depth analysis of the client portals available to UK financial advisers. Select a supplier to read our review.
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Mortgage Practice Mgmt Advice Tech Hub Home Smartr365 is an end-to-end mortgage and protection CRM platform for advisers. Its core features include a client-facing portal and app for digital fact-finding and document sharing....
Read MoreMortgage Practice Mgmt Advice Tech Hub Home intelliflo office mortgage proposition is a light version of the main solution which has been configured towards mortgage users with all wealth elements removed, all front middle and...
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