Category: Investment

What do Amazon and Apple’s consumer personal finance plays mean for advisers, platforms and asset managers?

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Creating a Digital Industry: May AdviceTech Forum Part 2

Staying Digital: May AdviceTech Forum Part 1

How InvestSuite are using algorithms to make reports clearer

ECOSYSTEMS – Financial & Retirement Planning

Software Supplier 7iM Website www.7im.co.uk Software Supplier NaviPlan by Advicent Website...

ECOSYSTEMS – PORTFOLIO ANALYSIS

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

ECOSYSTEMS – PORTFOLIO REBALANCING

Software Supplier NaviPlan by Advicent Website advicentsolutions.com Software Supplier Dynamic...

ECOSYSTEMS – CASHFLOW MODELLING

Software Supplier 7iM Website www.7im.co.uk Software Supplier NaviPlan by Advicent Website...

ECOSYSTEMS – Client Portal

Software Supplier 360 Dotnet Website www.360dotnet.co.uk Software Supplier 7iM Website...

ECOSYSTEMS – LEAD GENERATION TRACKERS

Software Supplier Adviser.ai Website adviser.ai Software Supplier Contact State Website...

ECOSYSTEMS – REGTECH

Software Supplier Apricity Compliance Website apricitycompliance.co.uk Software Supplier BAT...

ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS

Software Supplier Adviser Cloud Website advisercloud.co.uk Software Supplier Assyst Software...

ECOSYSTEMS – RISK PROFILING

Software Supplier A2Risk Website www.a2risk.com Software Supplier Be-IQ Website beiq.co.uk...

7IM’s new and improved website

ECOSYSTEMS – SWITCHING ANALYSIS SYSTEM

Software Supplier Defaqto Website www.defaqto.com Software Supplier Dynamic Planner Website...

Using the integration between Intelligent Office & FE Analytics

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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...

Financial Planning Software – things you need to know

When selecting any software for an adviser business it is essential to have a clear understanding...

What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market

now:plan: Engaging and powerful cash flow modelling

now:plan is part of a suite of solutions provided by Focus Solutions. The tool is a detailed cash...

Rapid Reviewer: Making MiFID II reporting requirements easier

With the not so new reporting requirements triggered as a result of MiFID II leading to an...

Flagstone: Helping advisers & clients manage cash deposits

Reduced spending power and poor returns on cash deposits often leads to a conundrum for those...

In the year 1993, Bill Clinton become president of the USA, the blockbuster Jurassic Park was released and from a small board room in Australia, Iress was birthed. In 2019, Iress are a leading software supplier within the...

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,...