ECOSYSTEMS – RISK PROFILING

ECOSYSTEMS – RISK PROFILING
Software Supplier A2Risk
Website www.a2risk.com
Software Supplier NaviPlan by Advicent
Website advicentsolutions.com
Software Supplier Be-IQ
Website beiq.co.uk
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 FinaMetrica
Website www.riskprofiling.com
Software Supplier Focus Solutions
Website www.focus-solutions.co.uk
Software Supplier Iress
Website www.iress.com
Software Supplier Morningstar
Website www.morningstar.co.uk
Software Supplier Ortec Finance
Website www.ortecfinance.com
Software Supplier Oxford Risk
Website oxfordrisk.com
Software Supplier Pocket Risk
Website www.pocketrisk.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 SimplyBiz
Website www.simplybiz.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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