Advice Tech Hub Archives - Adviser Software

REPORT GENERATION SUPPLIER/SOFTWARE: Genovo

Genovo is a suitability report writing system that builds each report from structured wizard steps and a library of standard wording controlled by rules, not from an edited document. Gena, its AI assistant, extracts facts from meeting notes into fields for the user to verify, while the adviser supplies the reasoning behind the recommendation. The trade is control and repeatability against the freedom of a blank page, which suits firms where several people work on each report.

CLIENT PORTALS SUPPLIER/SOFTWARE: Wealthcraft Investor Portal (Morningstar)

The Wealthcraft investor portal is a published view of the client record rather than a second system. It is included with Wealthcraft, shows property and liabilities alongside managed investments, and what each client sees is decided by the firm account by account.

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Wealthcraft (Morningstar)

Wealthcraft’s distinction is architectural before it is functional. Morningstar deploys it into the firm’s own Microsoft Dynamics environment rather than hosting it, which puts advice workflow and document storage under controls the firm already owns, and makes adoption a configuration project rather than a subscription.

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Finametrica

FinaMetrica measures how much financial risk a client is willing to take, and nothing else. No asset allocation attaches to the score itself. Version 4.0 arrives on 1 October, replacing growth asset percentages with Portfolio Risk Score comfort ranges.

research-systems-supplier-software-Wealthcraft-Research-(Morningstar)/

Wealthcraft Research is Morningstar’s fund research module, built new rather than lifted from the desktop application it stands in place of. The workflow is conventional. The data behind it is not, and research bought on its own does not carry client management.

Artificial Intelligence – AI Tools & Services – Marloo

Marloo is an AI assistant that captures the meetings, emails and files behind an advice relationship and turns them into a structured client record, advice documents and follow-up tasks. It sits in the front office between the meeting and the finished document. This overview covers what it does, how it fits an advice firm’s technology stack, what it costs, and where its scope ends.

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Wealthcraft Analytics (Morningstar)

Wealthcraft Analytics applies one analytical framework to both sides of a recommendation, so a client’s existing holdings and a proposed model are measured on identical terms. How useful that is depends on two setup decisions most firms make once and then live with.

Report Generation Supplier/Software: Ammonite

Planbot builds AI versions of the forms and reports an advice firm already uses, or supplies a set of its own. We look at how the builder works, where the AI is allowed to write, what it costs, how client data is handled, and what the product does not do.