CLIENT PORTALS SUPPLIER/SOFTWARE: plannr - 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:

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: plannr

REGTECH SUPPLIER/SOFTWARE: Elevation by VouchedFor

RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: ProtectionGuruPro

CLIENT PORTALS SUPPLIER/SOFTWARE: Finova

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA LITE

CLIENT PORTALS SUPPLIER/SOFTWARE: Benchmark Capital – Wealth Platform

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

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Oxford Risk – Suitability Compass

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceBridge

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