Category: Adviser Software Systems

QUOTATION PORTALS SUPPLIER/SOFTWARE: Hub Financial Solutions Prime 1

Quotation Portals Advice Tech Hub Home HUB FINANCIAL SOLUTIONS Website...

CLIENT PORTALS SUPPLIER/SOFTWARE: DYNAMIC PLANNER

Client Portals Advice Tech Hub Home CLIENT PORTALS – DYNAMIC PLANNER – Tram Website...

Business Performance & Operational Management Supplier/Software: Hub Financial Solutions

Performance & Operational Management Advice Tech Hub Home Hub Financial Solutions –...

Artificial Intelligence – AI Tools & Services – PlannerPal

AI Tools & Services Advice Tech Hub Home AI Tools & Services – PlannerPal Website...

CLIENT PORTALS SUPPLIER/SOFTWARE: INTELLIFLO PERSONAL FINANCE PORTAL

Client Portals Advice Tech Hub Home INTELLIFLO PERSONAL FINANCE PORTAL Website www.intelliflo.com...

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: intelliflo planning

Financial Planning Tools Advice Tech Hub Home INTELLIFLO PLANNING Website www.intelliflo.com Phone...

CLIENT PORTALS SUPPLIER/SOFTWARE: VoyantGo & Snapshot

Client Portals Advice Tech Hub Home CLIENT PORTALS – VOYANTGO & SNAPSHOT Website...

Artificial Intelligence – AI Tools & Services – Unitifi

AI Tools & Services Advice Tech Hub Home AI Tools & Services – Unitifi Website Home...

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: AdviceObjects

Financial Planning Tools Advice Tech Hub Home ADVICEOBJECTS Website adviceobjects.com Phone 020...

CLIENT PORTALS SUPPLIER/SOFTWARE: AdviceObjects

Client Portals Advice Tech Hub Home CLIENT PORTALS – ADVICEOBJECTS Website adviceobjects.com...

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

Wealth Practice Management Systems Advice Tech Hub Home ADVICEOBJECTS Website adviceobjects.com...

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Qwil Messenger

Secure Communication Systems Advice Tech Hub Home SECURE COMMUNICATION SYSTEMS – QWIL...

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Pocket Risk

Risk Profiling Tools Advice Tech Hub Home POCKET RISK Website www.pocketrisk.com Phone +44...

CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo

Client Portals Advice Tech Hub Home CLIENT PORTALS – MONEYINFO Website www.moneyinfo.com...

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Advicefront

Financial Planning Tools Advice Tech Hub Home ADVICEFRONT (Aquired by FNZ) Website advicefront.com...

AI Tools & Services – Engage Smarter

AI Tools & Services Advice Tech Hub Home AI Tools & Services – Engage Smarter...

REPORT GENERATION SUPPLIER/SOFTWARE: Templi.Ai

Report Generation Advice Tech Hub Home REPORT GENERATION SOFTWARE – TEMPLI.AI Website...

Business Performance & Operational Management Supplier/Software: Hubly

Performance & Operational Management Advice Tech Hub Home Hubly Website www.myhubly.com  Phone...

Charity, Foundation & Estate Planning/Software: HeirWealth

Charity, Foundation & Estate Planning Advice Tech Hub Home Charity, Foundation & Estate...

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: HOURGLASS – TIPS

Wealth Practice Management Systems Advice Tech Hub Home HOURGLASS – TIPS Website...

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Bucket Bliss

Financial Planning Tools Advice Tech Hub Home BUCKET BLISS Website www.bucketbliss.com Phone...

Business Performance & Operational Management Supplier/Software: Zerokey

Performance & Operational Management Advice Tech Hub Home Zerokey Website www.zerokey.tech ...

Client Engagement Supplier/Software: Mortgage Wallet

Marketing & Client Engagement Systems Advice Tech Hub Home CLIENT ENGAGEMENT TOOL –...

Artificial Intelligence – AI Tools & Services – Otto

AI Tools & Services Advice Tech Hub Home AI Tools & Services – OTTO Website...

Artificial Intelligence – AI Tools & Services – Finny

AI Tools & Services Advice Tech Hub Home AI Tools & Services – FINNY Website...

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Collidr – Noxai

Portfolio Analysis Tools Advice Tech Hub Home PORTFOLIO ANALYSIS – NOXAI BY COLLIDR Website...

Artificial Intelligence – AI Tools & Services – Intellect AI

AI Tools & Services Advice Tech Hub Home AI Tools & Services – intellect AI Website...

Artificial Intelligence – AI Tools & Services – Zocks

AI Tools & Services Advice Tech Hub Home AI Tools & Services – Zocks Website...

Artificial Intelligence – AI Tools & Services – YourStake

AI Tools & Services Advice Tech Hub Home AI Tools & Services – YourStake Website...

Artificial Intelligence – AI Tools & Services – Yainvest

AI Tools & Services Advice Tech Hub Home AI Tools & Services – Yainest Website...

Artificial Intelligence – AI Tools & Services – fintello

AI Tools & Services Advice Tech Hub Home AI Tools & Services – fintello Website...

CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning

Client Portals Advice Tech Hub Home CLIENT PORTALS – CONQUEST PLANNING Website...

Artificial Intelligence – AI Tools & Services – Conquest Planning

AI Tools & Services Advice Tech Hub Home AI Tools & Services – Conquest Planning...

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING

Financial Planning Tools Advice Tech Hub Home CONQUEST PLANNING Website www.conquestplanning.com...

Mortgage Practice Management Systems – Binder

Mortgage Practice Management Systems Advice Tech Hub Home BINDER Website www.binder.cloud  Phone...

Client Engagement Tool: OnTrack

Marketing & Client Engagement Systems Advice Tech Hub Home MARKETING AND CLIENT ENGAGEMENT...

Artificial Intelligence – AI Tools & Services – Re:LOA

AI Tools & Services Advice Tech Hub Home AI Tools & Services – RE LOA Website...

Artificial Intelligence – AI Tools & Services – Saturn

AI Tools & Services Advice Tech Hub Home AI Tools & Services – Saturn Website...

Artificial Intelligence – AI Tools & Services – Recordsure

AI Tools & Services Advice Tech Hub Home AI Tools & Services – Recordsure Website...

Client Engagement Tool: Ammonite Goal Mapper

Marketing & Client Engagement Systems Advice Tech Hub Home MARKETING AND CLIENT ENGAGEMENT...

Client Engagement Tool: Lumiant HALO

Marketing & Client Engagement Systems Advice Tech Hub Home MARKETING AND CLIENT ENGAGEMENT...

Client Engagement Software: Plannr

Marketing & Client Engagement Systems Advice Tech Hub Home MARKETING AND CLIENT ENGAGEMENT...

AI Tools & Services – Multiply.ai

AI Tools & Services Advice Tech Hub Home AI Tools & Services – Multiply.AI Website...

CLIENT PORTALS SUPPLIER/SOFTWARE: 360 DOTNET

Client Portals Advice Tech Hub Home CLIENT PORTALS – 360 Lifecycle Website...

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: 360 DOTNET

Mortgage Practice Management Systems Advice Tech Hub Home 360 Lifecycle Website...

CLIENT PORTALS SUPPLIER/SOFTWARE: plannr

Client Portals Advice Tech Hub Home PLANNR Website plannrcrm.com Phone N/A Email N/A HIGH-LEVEL...

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: plannr

Wealth Practice Management Systems Advice Tech Hub Home PLANNR Website plannrcrm.com Phone N/A...

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Defaqto Engage

Financial Planning Tools Advice Tech Hub Home DEFAQTO ENGAGE Website www.defaqto.com Phone...

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