Artificial Intelligence – AI Tools & Services – Aveni Assist
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Business Performance & Operational Management Supplier/Software: OpenAdvice
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Marketing Systems Supplier/Software: Keychain
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AI Tools & Services – digipro.ai
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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: d1g1t
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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado
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CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy
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CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc
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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: MYWEALTHCLOUD – The Document Portal
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc
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Artificial Intelligence – AI Tools & Services – PlannerPal
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AI Tools & Services – Multiply.ai
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CLIENT ENGAGEMENT TOOL – WEALTH IO
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CLIENT ENGAGEMENT TOOL – Responsive
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CENTOLOGY
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Aixigo
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Marketing and Client Engagement Systems Supplier/Software: Asset-Map
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Business Performance & Operational Management Supplier/Software: Go Automation
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: WealthPrime
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AI Tools & Services – Wealth Management GPT
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REGTECH SUPPLIER/SOFTWARE: VouchedFor – Elevation
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Report Generation SUPPLIER/SOFTWARE: ATEB Suitability
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Adviser Tech Survey
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Artificial Intelligence – AI Tools & Services – SIFA AI
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Client Portal – Twenty7tec – FINPLAN
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Wealth Practice Management System – Twenty7tec FINPLAN
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Client Portal – acre
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Mortgage Sourcing Systems: acre
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Mortgage Practice Management Systems – acre
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QUOTATION PORTALS SUPPLIER/SOFTWARE: IRESS The Exchange
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Client Engagement Systems Supplier/Software: Eligible
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Business Performance & Operational Management Systems: Rabbit Software
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Cash Flow Modelling/Financial Planning Tools: RetireMap
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Hybrid Advice – Adviser
Technology Research Studies Hybrid Advice – Adviser In late 2022 we conducted a wide-ranging...
Hybrid Advice – Financial Institution
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Hybrid Advice – Technology Vendor
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PORTFOLIO ANALYSIS – FINANCIAL SIMPLICITY
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Estate Planning/Software: HoneyPro
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Wealth Wizards
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Business Performance & Operational Management Supplier/Software: FP Alpha
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Marketing Systems Supplier/Software: Couplr
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Concenter Services – XLR8
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Business Performance & Operational Management Supplier/Software: Catalyst
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Marketing and Client Engagement Systems Supplier/Software: Twenty7Tec Communicate
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Electronic Signature & Document Processing Supplier/Software: Origo – Unipass Letter of Authority
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: DATAVIEWWEALTH
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Electronic Signature & Document Processing Supplier/Software: Umlaut – Advisor Forms
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