Category: Client Portals

CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

Client Portals Advice Tech Hub Home The FinCalc Client Portal is the client facing side of...

CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo

CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo

Client Portals Advice Tech Hub Home Moneyinfo is a branded client portal and communication...

Client Portal – acre

Client Portal – acre

Client Portals Advice Tech Hub Home Acre’s Client Portal is a digital interface designed to...

CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning

CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning

Client Portals Advice Tech Hub Home Conquest Planning is a UK fintech company offering financial...

CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy

CLIENT PORTALS SUPPLIER/SOFTWARE: PlanHappy

Client Portals Advice Tech Hub Home PlanHappy’s client portal included for FREE within their...

Client Portal – Twenty7tec – FINPLAN

Client Portal – Twenty7tec – FINPLAN

Client Portals Advice Tech Hub Home FINPLAN started life as a server-based solution but is now a...

Client Portals

Client Portals

Independent, in-depth analysis of the client portals available to UK financial advisers. Select a supplier to read our review.

IRESS CLIENT PORTAL

Iress have launched a new client portal option as part of their standard “out of the box” Xplan service. This is now included at no additional charge for new Xplan subscribers. Existing users may have to pay additional charges,...

Moneyinfo

Moneyinfo

As technology continues to advance, access to financial products becomes far less restrictive as...

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