FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Ortec Finance – OPAL
Cashflow Planning Advice Tech Hub Home OPAL is Ortec Finance’s flagship wealth & cashflow...
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Author: Adam Flowers
QUOTATION PORTALS SUPPLIER/SOFTWARE: Synaptic Webline
Quotation Portals Advice Tech Hub Home Synaptic’s quotation service for advisers is...
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Modeller
Risk Profiling Tools Advice Tech Hub Home Synaptic offers advisers a risk profiling tool that uses...
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Ortec Finance – Opal
Risk Profiling Tools Advice Tech Hub Home The OPAL system is a wealth planning & cashflow...
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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Synaptic Comparator
Switching Analysis Advice Tech Hub Home Synaptic Comparator provide advisers with the ability to...
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