ECOSYSTEMS – Client Portal

ECOSYSTEMS – Client Portal
Software Supplier 360 Dotnet
Website www.360dotnet.co.uk
Software Supplier 7iM
Website www.7im.co.uk
Software Supplier NaviPlan by Advicent
Website advicentsolutions.com
Software Supplier Adviser Cloud
Website advisercloud.co.uk
Software Supplier Avaloq
Website www.avaloq.com
Software Supplier BAT
(Broker Admin Technology)
Website batsoft.co.uk
Software Supplier Burrow
Website www.letsburrow.com
Software Supplier CashCalc
Website cashcalc.co.uk
Software Supplier Creative Technologies
Website www.creative-technologies.co.uk
Software Supplier Digital Wealth Solutions
Website www.digitalwealthsolutions.co.uk
Software Supplier Digital Wealth Systems
Website www.digitalwealthsystems.co.uk
Software Supplier Dynamic Planner
Website dynamicplanner.com
Software Supplier Focus Solutions
Website focus-solutions.co.uk
Software Supplier Intelliflo
Website www.intelliflo.com
Software Supplier Invest Cloud
Website www.investcloud.com
Software Supplier Iress
Website www.iress.com
Software Supplier JCS
Website www.talkjcs.com
Software Supplier Moneyhub
Website moneyhubenterprise.com
Software Supplier moneyinfo
Website www.moneyinfo.com
Software Supplier Morningstar
Website www.morningstar.co.uk
Software Supplier Objectway
Website www.objectway.com
Software Supplier PlanHappy
Website www.planhappy.co.uk
Software Supplier Praemium
Practice Management System Plum Software
(Available to exisiting customers only)
Website www.plumsoftware.co.uk
Practice Management System Wealthcraft
Website www.praemium.com/wealthcraft
Software Supplier Selectapension
Website www.selectapension.com
Software Supplier Sprint Enterprise Technology
Website sprintenterprise.co.uk
Software Supplier Synaptic Software
Website www.synaptic.co.uk
Software Supplier Temenos
Website www.temenos.com
Software Supplier Third Financial
Website thirdfin.com
Software Supplier True Potential
Website www.tpllp.com
Software Supplier Voyant
Website planwithvoyant.co.uk

About The Author

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Adam joins FTRC from Willis Towers Watson where he spent four years as a paraplanner. Prior to this Adam worked at Succession Group, assisting their advisers in delivering product recommendations to the company’s private clients, and Vintage Financial Ltd, a medium sized London-based IFA firm. As a Research Consultant, leading the development of the AdviserSoftware.com site (publishers of FTRC) and maintaining the Adviser Software Insight report, Adam brings first hand experience as an administrator and paraplanner working for various firms using multiple systems. Outside of work, Adam enjoys spending time with his wife and baby, watching films and follows Manchester United Football Club.

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