ECOSYSTEMS – PORTFOLIO ANALYSIS

ECOSYSTEMS – PORTFOLIO ANALYSIS
Software Supplier Clever Adviser
Website www.cleveradviser.com
Software Supplier Defaqto
Website www.defaqto.com
Software Supplier Dynamic Planner
Website dynamicplanner.com
Software Supplier EValue
Website www.ev.uk
Software Supplier FE Fundinfo
Website www.fefundinfo.com
Software Supplier Focus Solutions
Website www.focus-solutions.co.uk
Software Supplier Hourglass Software
Website hourglasssoftware.co.uk
Software Supplier Intelliflo
Website www.intelliflo.com
Software Supplier InvestSuite
Website www.investsuite.com
Software Supplier Iress
Website www.iress.com
Software Supplier Morningstar
Website www.morningstar.co.uk
Software Supplier Selectapension
Website www.selectapension.com
Software Supplier Sprint Enterprise Technologies
Website sprintenterprise.co.uk
Software Supplier Synaptic Software
Website www.synaptic.co.uk
Software Supplier True Potential
Website www.tpllp.com

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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