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ECOSYSTEMS – Financial & Retirement Planning

ECOSYSTEMS – Financial & Retirement Planning
Software Supplier 7iM
Website www.7im.co.uk
Software Supplier NaviPlan by Advicent
Website advicentsolutions.com
Software Supplier avaloq
Website www.avaloq.com
Software Supplier CashCalc
Website cashcalc.co.uk
Software Supplier Dynamic Planner
Website dynamicplanner.com
Software Supplier Envizage
Website envizage.me
Software Supplier EValue
Website www.ev.uk
Software Supplier Defaqto
Website www.defaqto.com
Software Supplier FinCalc
Websites

www.fincalc.co.uk

Software Supplier Focus Solutions
Website www.focus-solutions.co.uk
Software Supplier Fundment
Website www.fundment.com
Software Supplier i4c
Website i4c.technology
Software Supplier InvestSuite
Website www.investsuite.com
Software Supplier iPipeline
Website uk.ipipeline.com
Software Supplier Iress
Website www.iress.com
Software Supplier Moneyscope
Website moneyscopehq.com
Software Supplier Ortec Finance
Website www.ortecfinance.com
Software Supplier PortfolioMetrix – WealthExplorer™
Website www.portfoliometrix.com

The PortfolioMetrix software offering WealthExplorer™ is only available to advisers using their discretionary investment service

Software Supplier Truth Software
Website www.truthsoftware.co.uk
Software Supplier SaffronTec
Website saffrontec.com
Software Supplier Selectapension
Website www.selectapension.com
Software Supplier Synaptic Software
Website www.synaptic.co.uk
Software Supplier Timeline
Website www.timelineapp.co
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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