Author: Adam Flowers

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE

Posted by | Mar 2, 2021 | ,

Mortgage 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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MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: SMARTR365

Posted by | Mar 2, 2021 | ,

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....

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Focus – 360

Posted by | Mar 2, 2021 | ,

Wealth Practice Mgmt Advice Tech Hub Home Focus 360, from Focus Solutions, is a modular practice management platform for financial services. Now:Advice is its pre-configured version for advisers, providing integrated CRM,...

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