Category: Portfolio Analysis

How the OPAL Planning tool helps achieve client goals

Ortec Finance is not a well-known name in the UK adviser tech market but perhaps they should be? ...

Software Supplier Clever Adviser Website www.cleveradviser.com Software Supplier Defaqto Website...

Some people might think FE Analytics is a tool that only investment specialists would use however,...

The Distribution Technology risk profiling tool is perhaps the most well-known system in the UK....

The Markets in Financial Instruments Directive (MiFID) continues to shake up the adviser market....

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