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BrokerIQ is a Customer Engagement platform built specifically for mortgage and insurance brokers to communicate, share and upload documents, automate various processes and engage with clients.

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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INSIGHTS:

Adviser Tech & AI – Everyone You Need to Know

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CREATIVE TECHNOLOGIES – ENABLE

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CLIENT PORTALS SUPPLIER/SOFTWARE: Benchmark Capital – Wealth Platform

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Business Performance & Operational Management Supplier/Software: The Pension Lab

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: EVPro Goal

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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: EVPro Risk

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CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

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Wealth Practice Management Systems Supplier/Software: futureform

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc

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Artificial Intelligence – AI Tools & Services – Paradino

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Client Portals
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