CLIENT PORTALS SUPPLIER/SOFTWARE: Digital Wealth Systems - Adviser Software

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Wealth Practice Management

INSIGHTS:

CLIENT PORTALS SUPPLIER/SOFTWARE: Time4Advice

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

CLIENT PORTALS SUPPLIER/SOFTWARE: Contengo

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

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

SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Synaptic Comparator

MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Twenty7Tec SOURCE

CLIENT PORTALS SUPPLIER/SOFTWARE: Iress Xplan

SMART SYSTEMS SUPPLIER/SOFTWARE: Feedsy

RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: DD|hub

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