The Wealthcraft investor portal is a published view of the client record rather than a second system. It is included with Wealthcraft, shows property and liabilities alongside managed investments, and what each client sees is decided by the firm account by account.
Client Portals Advice Tech Hub Home The FinCalc Client Portal is the client facing side of...
Client Portals Advice Tech Hub Home LifeStage Money is a client-facing money management app that...
Client Portals Advice Tech Hub Home Moneyinfo is a branded client portal and communication...
Client Portals Advice Tech Hub Home Acre’s Client Portal is a digital interface designed to...
Client Portals Advice Tech Hub Home Conquest Planning is a UK fintech company offering financial...
Client Portals Advice Tech Hub Home PlanHappy’s client portal included for FREE within their...
Client Portals Advice Tech Hub Home FINPLAN started life as a server-based solution but is now a...
Independent, in-depth analysis of the client portals available to UK financial advisers. Select a supplier to read our review.
Software Supplier 360 Dotnet Website www.360dotnet.co.uk Software Supplier 7iM Website...
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Intelliflo – Personal...
There has been a big shift in consumer attitudes and a desire for all things digital. Intelliflo...
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,...
True Potentials ClientSite provides firms with a fully white labelled client platform which is...
As technology continues to advance, access to financial products becomes far less restrictive as...
