ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS

ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS
Software Supplier Adviser Cloud
Website advisercloud.co.uk
Software Supplier Assyst Software
Website www.assyst-software.com
Software Supplier BAT Business Software
Website batsoft.co.uk
Software Supplier Bluecoat Software
Website bluecoatsoftware.com
Software Supplier CCL Software Ltd
Website www.ccl-uk.com
Software Supplier Creative Technologies
Website www.creative-technologies.co.uk
Software Supplier Digital Wealth Systems
Website www.digitalwealthsystems.co.uk
Software Supplier Durell Software
Website www.durell.co.uk
Software Supplier eKeeper
Website www.ekeepergroup.co.uk
Software Supplier Elen
Website www.elen.co
Software Supplier Focus Solutions
Website focus-solutions.co.uk
Software Supplier Hourglass Software
Website hourglasssoftware.co.uk
Software Supplier Intelliflo
Website www.intelliflo.com
Software Supplier Iress
Website www.iress.com
Software Supplier JCS
Website www.talkjcs.com
Software Supplier PlanHappy
Website www.planhappy.co.uk
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 Practifi
Website www.practifi.com
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 Truth Software
Website www.truthsoftware.co.uk
Software Supplier SSP
Website www.ssp-worldwide.com
Software Supplier Salesforce
Website www.salesforce.com
Software Supplier Time4Advice
Website www.time4advice.co.uk
Software Supplier Third Financial
Website thirdfin.com
Software Supplier True Potential
Website www.tpllp.com
Software Supplier witsIFA
Website www.witsifa.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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