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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

INSIGHTS:

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Selectapension – Portfolio Insight

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Electronic Signature & Document Processing Supplier/Software: Origo – Unipass Letter of Authority

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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Selectapension

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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Focus – Advice Engine

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Focus – Advice Management

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Artificial Intelligence – AI Tools & Services – PlannerPal

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Lessons from Claude – Getting the best for Claude Cowork

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PRACTIFI

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CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Voyant AdviserGo

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Cashflow Planning
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