Author: Darren Madden

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

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

Posted by | Dec 18, 2023 | , ,

Cashflow Planning Advice Tech Hub Home WealthPRIME is a financial services technology in the US...

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AI Tools & Services – Wealth Management GPT

AI Tools & Services – Wealth Management GPT

Posted by | Dec 18, 2023 | , ,

AI Tools & Services Advice Tech Hub Home Technological advancement has played a critical role...

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REGTECH SUPPLIER/SOFTWARE: VouchedFor – Elevation

REGTECH SUPPLIER/SOFTWARE: VouchedFor – Elevation

Posted by | Dec 18, 2023 | ,

RegTech Systems Advice Tech Hub Home VouchedFor is a client review platform with an integrated...

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Report Generation SUPPLIER/SOFTWARE: ATEB Suitability

Report Generation SUPPLIER/SOFTWARE: ATEB Suitability

Posted by | Dec 18, 2023 | ,

Report Generation Advice Tech Hub Home ATEB Suitability is an intelligent multi-product...

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Client Portal – Twenty7tec – FINPLAN

Client Portal – Twenty7tec – FINPLAN

Posted by | Dec 1, 2023 | , ,

Client Portals Advice Tech Hub Home FINPLAN started life as a server-based solution but is now a...

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