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
Technology Research Studies Hybrid Advice – Financial Institution In late 2022 we conducted...
Hybrid Advice – Technology Vendor
Technology Research Studies Hybrid Advice – Technology Vendor In late 2022 we conducted a...
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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PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: GreenGrowth
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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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Marketing Systems Supplier/Software: Elements
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FLUIDO
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: 3rd Eyes Analytics
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Aixigo
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Aixigo
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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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Electronic Signature & Document Processing Software/Supplier: Keylu
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING
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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Selectapension
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Selectapension Cashflow
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Oxford Risk – Suitability Compass
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Timeline
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CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo
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Wealth Practice Management Systems Supplier/Software: futureform
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Marketing and Client Engagement Systems Supplier/Software: Lumiant
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REGTECH SUPPLIER/SOFTWARE: BATsoftware
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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Portfolio Cloud
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PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: PortfolioCloud
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Synaptic Analyser
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Ortec Finance – OPAL
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: AdviceObjects
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QUOTATION PORTALS SUPPLIER/SOFTWARE: Synaptic Webline
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CLIENT PORTALS SUPPLIER/SOFTWARE: AdviceObjects
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects
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