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CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CONQUEST PLANNING
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Mortgage Practice Management Systems – Binder
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Client Engagement Tool: OnTrack
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Artificial Intelligence – AI Tools & Services – Recordsure
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Client Engagement Tool: Ammonite Goal Mapper
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Client Engagement Tool: Lumiant HALO
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AI Tools & Services – Multiply.ai
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CLIENT PORTALS SUPPLIER/SOFTWARE: 360 DOTNET
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MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: 360 DOTNET
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CLIENT PORTALS SUPPLIER/SOFTWARE: plannr
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: plannr
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Defaqto Engage
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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage
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Charity, Foundation & Estate Planning – PhilanthPro
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QUOTATION PORTALS SUPPLIER/SOFTWARE: iPipeline SolutionBuilder
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REGTECH SUPPLIER/SOFTWARE: BATsoftware
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Tolerisk®
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Electronic Signature & Document Processing Supplier/Software: iPipeline Alphatrust
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RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage
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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Defaqto Engage
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Artificial Intelligence – AI Tools & Services – Aveni Assist
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REGTECH SUPPLIER/SOFTWARE: Click2Check
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Marketing and Client Engagement Systems Supplier/Software: Lumiant
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Voyant AdviserGo
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Artificial Intelligence – AI Tools & Services – PlannerPal
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Business Performance & Operational Management Supplier/Software: OpenAdvice
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Marketing Systems Supplier/Software: Keychain
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AI Tools & Services – digipro.ai
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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: d1g1t
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SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado
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CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy
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