Author: Darren Madden

Wealth Practice Management System – Twenty7tec FINPLAN

Wealth Practice Management System – Twenty7tec FINPLAN

Posted by | Dec 1, 2023 | , ,

Mortgage Practice Mgmt Advice Tech Hub Home FINPLAN started life as a server-based solution but is...

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QUOTATION PORTALS SUPPLIER/SOFTWARE: IRESS The Exchange

QUOTATION PORTALS SUPPLIER/SOFTWARE: IRESS The Exchange

Posted by | Nov 3, 2023 | ,

Quotation Portals Advice Tech Hub Home This analysis relates to The Exchange, the long-established...

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Client Engagement Systems Supplier/Software: Eligible

Client Engagement Systems Supplier/Software: Eligible

Posted by | Nov 3, 2023 | ,

Marketing & Engagement Advice Tech Hub Home Eligible is a customer retention and engagement...

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Business Performance & Operational Management Systems: Rabbit Software

Business Performance & Operational Management Systems: Rabbit Software

Posted by | Nov 3, 2023 | ,

Business & Ops Mgmt Advice Tech Hub Home Rabbit Software is a UK-based technology provider...

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Cash Flow Modelling/Financial Planning Tools: RetireMap

Cash Flow Modelling/Financial Planning Tools: RetireMap

Posted by | Nov 3, 2023 | , ,

Cashflow Planning Advice Tech Hub Home RetireMap is a cloud-based financial planning software that...

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