Category: Adviser Software Systems

CLIENT PORTALS SUPPLIER/SOFTWARE: plannr

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: plannr

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REGTECH SUPPLIER/SOFTWARE: Elevation by VouchedFor

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RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: ProtectionGuruPro

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CLIENT PORTALS SUPPLIER/SOFTWARE: Finova

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MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA LITE

CLIENT PORTALS SUPPLIER/SOFTWARE: Benchmark Capital – Wealth Platform

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CREATIVE TECHNOLOGIES – ENABLE

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Oxford Risk – Suitability Compass

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceBridge

CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

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

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: FE FUNDINFO – FE ANALYTICS

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Portfolio Cloud

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: A2Risk

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

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

Research Systems Systems Supplier/Software: Synaptic Product & Fund

Report Generation SUPPLIER/SOFTWARE: ATEB Suitability

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Be-IQ

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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Unipass Mailock

CLIENT PORTALS SUPPLIER/SOFTWARE: Time4Advice

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

CLIENT PORTALS SUPPLIER/SOFTWARE: Contengo

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

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

SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Synaptic Comparator

MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Twenty7Tec SOURCE

CLIENT PORTALS SUPPLIER/SOFTWARE: Iress Xplan

MARKETING SYSTEMS – FEEDSY

RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: DD|hub

MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Mortgage Brain Sourcing Brain

QUOTATION PORTALS SUPPLIER/SOFTWARE: UnderwriteMe

RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: SimplyBiz Centra

SWITCHING ANALYSIS SUPPLIER/SOFTWARE: SimplyBiz Centra

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: 360 DOTNET

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Time4Advice Portfolio Manager

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Modeller

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Selectapension Retirement Income Strategies

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Iress Xplan (Private Wealth Management)

MARKETING SYSTEMS – ADVISORSTREAM

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Adviser Cloud

RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Risk Explorer

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

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: IRESS Portfolio System

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Iress Portfolio System

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