Report Generation SUPPLIER/SOFTWARE: ATEB Suitability
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Category: Adviser Software Systems
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Be-IQ
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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Unipass Mailock
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CLIENT PORTALS SUPPLIER/SOFTWARE: Time4Advice
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Synaptic Analyser
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CLIENT PORTALS SUPPLIER/SOFTWARE: Contengo
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Defaqto Engage
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: AdviceObjects
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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Synaptic Comparator
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MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Twenty7Tec SOURCE
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CLIENT PORTALS SUPPLIER/SOFTWARE: Iress Xplan
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MARKETING SYSTEMS – FEEDSY
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RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: DD|hub
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MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Mortgage Brain Sourcing Brain
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QUOTATION PORTALS SUPPLIER/SOFTWARE: UnderwriteMe
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RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: SimplyBiz Centra
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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: SimplyBiz Centra
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MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: 360 DOTNET
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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Time4Advice Portfolio Manager
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Modeller
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Selectapension Retirement Income Strategies
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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Iress Xplan (Private Wealth Management)
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MARKETING SYSTEMS – ADVISORSTREAM
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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Adviser Cloud
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RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Risk Explorer
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Voyant AdviserGo
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects
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PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: IRESS Portfolio System
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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Iress Portfolio System
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REPORT GENERATION SUPPLIER/SOFTWARE: Selectapension – Rapid Reviewer
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REGTECH SUPPLIER/SOFTWARE: Visible Capital
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage
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PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Morningstar Advisor Workstation
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc
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RegTech SUPPLIER/SOFTWARE: Money Alive
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FE Fundinfo FE Analytics
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MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Iress Xplan Mortgage
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MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS XPLAN MORTGAGE
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PRACTIFI
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy
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CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo
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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Flagstone
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: IRESS XTOOLS (Cashflow)
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: IRESS XTOOLS Engage
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PFM SYSTEMS SUPPLIER/SOFTWARE: True Potential vNext Client Site
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: True Potential One
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QUOTATION PORTALS SUPPLIER/SOFTWARE: True Potential
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Figlo
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