Category: Wealth Practice Management Systems
ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS
Software Supplier Adviser Cloud Website advisercloud.co.uk Software Supplier Assyst Software...
How many software systems does it take to service your clients?
Adam Says “PlanHappy is a great alternative to the well-established Practice Management Systems...
Adviser Practice Management Systems – who’s who, old and new
A practice management system, used effectively, should be the core operating system for a modern...
My experiences using Intelliflo – Intelligent Office
iO offers users access to various platforms, product providers, quote portals and wealth...
Empowering Advice Through Technology (#EATT19) Disturbance Demo: Practifi – Product Flow
Adrian Johnstone, Chief Commercial Officer at Practifi takes a quick run through of a typical workflow, showing how a user or adviser would navigate through Practifi on a typical day to gain a complete 360 view of client and account information, including recent interactions, tasks, processes, and more.
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...
Intelliflo Intelligent Office: The UK’s most used Practice Management System
Fresh of their win for Back-Office System of the Year at the 2018 Professional Paraplanner Awards,...
Practifi
PractiFI, is a business management platform that incorporates Salesforce’s underlying...
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