Author: Darren Madden

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: HOURGLASS – TIPS

Wealth Practice Mgmt Advice Tech Hub Home Hourglass is a back-office system specifically designed...

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Bucket Bliss

Cashflow Planning Advice Tech Hub Home Advisers can login for FREE to access our detailed...

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Business Performance & Operational Management Supplier/Software: Zerokey

Business & Ops Mgmt Advice Tech Hub Home ZeroKey is an integration platform as a service...

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Client Engagement Supplier/Software: Mortgage Wallet

Marketing & Engagement Advice Tech Hub Home Mortgage Wallet is a mobile application designed...

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Artificial Intelligence – AI Tools & Services – Otto

AI Tools & Services Advice Tech Hub Home “Otto is an AI-native workflow platform built for...

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