HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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INSIGHTS:

Wealth Practice Management Systems Supplier/Software: futureform

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Marketing and Client Engagement Systems Supplier/Software: Lumiant

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

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REGTECH SUPPLIER/SOFTWARE: BATsoftware

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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Portfolio Cloud

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PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: PortfolioCloud

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

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Ortec Finance – OPAL

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

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QUOTATION PORTALS SUPPLIER/SOFTWARE: Synaptic Webline

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