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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Ortec Finance – OPAL
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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Selectapension
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Modeller
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Ortec Finance – Opal
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CLIENT PORTALS SUPPLIER/SOFTWARE: 360 DOTNET
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Report Generation Supplier/Software: Ammonite
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Electronic Signature & Document Processing Supplier/Software: Kinherit
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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Sprint Enterprise Solutions Fastrak
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CLIENT PORTALS SUPPLIER/SOFTWARE: Sprint Enterprise Solutions – Fastrak
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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: JustFA
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RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Ada Fintech
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Electronic Signature & Document Processing Supplier/Software: FutureVault
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CLIENT PORTALS SUPPLIER/SOFTWARE: BROKERIQ
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CLIENT PORTALS SUPPLIER/SOFTWARE: plannr
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REGTECH SUPPLIER/SOFTWARE: Elevation by VouchedFor
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