The end-to-end platform aiming to help advisers recommend, process and review
Digital Wealth Systems platform DIGI was built with the objective of helping adviser firms provide...
Category: Client Portals
ECOSYSTEMS – Client Portal
Software Supplier 360 Dotnet Website www.360dotnet.co.uk Software Supplier 7iM Website...
Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020
Enhanced platform integration capabilities and use of leading-edge Amazon technology to support a...
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal Finance Portal
Nick Eatock demonstrates how Intelliflo’s Personal Finance Portal (PFP) works and how clients and...
Intelliflo Personal Finance Portal: Empowering clients with around the clock access to their finances
There has been a big shift in consumer attitudes and a desire for all things digital. Intelliflo...
IRESS CLIENT PORTAL
Iress have launched a new client portal option as part of their standard “out of the box” Xplan...
True Potential: V6 ClientSite
True Potentials ClientSite provides firms with a fully white labelled client platform which is...
Moneyinfo
As technology continues to advance, access to financial products becomes far less restrictive as...
Ecosystems
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