Author: Adam Flowers

PFM SYSTEMS SUPPLIER/SOFTWARE: myprosperity

Posted by | Apr 13, 2021 | ,

Client Portals Advice Tech Hub Home myprosperity® is a white-label personal wealth portal designed to makes it easy for accountants and advisers to help their clients get their financial world sorted. Advisers can login for FREE...

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CLIENT PORTALS SUPPLIER/SOFTWARE: FOCUS NOW:ADVISE

Posted by | Mar 22, 2021 | ,

Client Portals Advice Tech Hub Home Established for over 30 years, Focus Solutions is a UK-based technology firm dedicated to the financial services sector. It provides innovative software that streamlines the advice process,...

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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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