Category: System Review
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?  ...
My Experiences using FE fundinfo – FE Analytics
Some people might think FE Analytics is a tool that only investment specialists would use however,...
My experiences using Intelliflo – Intelligent Office
As a practice management system, the Intelligent Office (iO) system provides a range of...
Ian McKenna: i4C to Intelliflo
i4C to Intelliflo Intelligent Office has had its own set of planning tools for many years but...
Ian McKenna: Midwinter to Bravura
The next innings in the AdviserTech Ashes
The Bravura acquisition of Midwinter may yet be the most fascinating of all these deals pulled off in August.
If it works, they may have pulled it off for a fraction of what they would have paid for recent target GBST. Midwinter describe themselves as the next generation OS for advice firms. I’ve not had a detailed look yet, but this appears a very broad ranging offering which may be both a blessing and a curse. On the one hand the software covers a wide range functions not normally included within a traditional investment platform, but that means a lot of localisation will be needed.
Ian McKenna: iPipeline to Roper
The iPipeline deal is really business as usual since it appears Roper will allow the current management team to keep growing the business. This allows former CEO Tim Wallace to step back to an advisory role.
Ian McKenna: United Income to Capital One
United Income to Capital One A great deal for American consumers, and a big relief for UK...
Ian McKenna: Octopus and Seccl
Octopus and Seccl Octopus bought Hugo Thorman’s fledging platform business for what almost appears...
Ian McKenna: Nothing happens in August, does it? Fintech proves the exception
Intelliflo pounced in acquiring fast growing cash flow planning tool i4c, and Octopus may have got...
What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market
What today’s announcements mean from the wider market Intelliflo’s Change the Game...
Quality Analyser: Helping advisers compare products based on quality
Quality Analyser (QA) is a product and proposition comparison service for protection, workplace,...
Common Mistakes When Selecting Systems
When helping firms find the right technological solution for their business, I often find there is...
5 steps to picking the right system
When helping firms find the right technological solution for their business, I often find there is...
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