Our comprehensive list of regional and international software vendors

We list over 270 different adviser software providers who provide solutions for a variety of different advice problems

3 A B C D E F G H I J K L M N O P Q R S T U V W Z

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Photo of 360 Dotnet
Work 18B, E Link, Meridian Business Park Leicester LE19 1XW United KingdomWork 12-14 Upper Marlborough Road St Albans. Herts. AL1 3UR United Kingdom Work Phone: 08456 592 360 Website: www.360dotnet.co.uk
Categories: Client Portal, Mortgage Practice Management System
Updated 1 month ago. Return to top.

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Photo of A2Risk
Work 1 London Wall, Barbican, London EC2Y 5AB United Kingdom Work Phone: 07402 580588 Website: http://www.a2risk.com/
Categories: Risk Profiling
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Photo of ABAKA
Work ABAKA Holdings Ltd Victoria Spaces – 25 Wilton rd Pimlico London SW1V 1LW United Kingdom Website: abaka.me
Categories: Artificial Intelligence, Platform
Updated 9 months ago. Return to top.
Photo of AccountScore
Work Euston Tower, 286 Euston Rd, Kings Cross, London NW1 3DP United Kingdom Work Phone: 020 7030 3000 Website: www.accountscore.com
Categories: Credit Risk Analysis, Mortgage Affordability
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Photo of Acre
Work St Albans House 57-59 Haymarket St James London SW1Y 4QX United Kingdom Website: www.acresoftware.com
Categories: Client Portal, Fact-finding, Lead Generation, Mortgage Client Management System, Mortgage Practice Management System, Mortgage Sourcing
Updated 3 months ago. Return to top.
Photo of Ada Fintech
Work Runway East Bristol 1 Victoria St Redcliffe Bristol BS1 6AA United Kingdom Work Phone: 020 7250 3331 Website: adafintech.co.uk
Categories: Investment Analysis, Research System
Updated 3 months ago. Return to top.
Photo of Advantra Wealth
Work 1 Canada Square London E14 9HA United Kingdom
Categories: Artificial Intelligence, Risk Profiling
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Photo of Advice Intelligence
Work Level 6 37 Pitt St Sydney NSW 2000 Australia Work Phone: 1300 242 384 Website: www.adviceintelligence.com
Categories: Cash Flow Modelling, Client Relationship Manager, Financial Planning
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Photo of Advice Revolution
Work 3 Spring St Sydney NSW 2000 Australia Work Phone: 02 3813 8088 Website: www.advicerevolution.com.au
Categories: Client On Boarding & Fact Finds, Fact-finding
Updated 4 weeks ago. Return to top.
Photo of AdviceBridge
Work 1-3 Worship Street 2nd Floor London EC2A 2AB United Kingdom Work Phone: +44 203 925 3850 Website: www.advicebridge.com
Categories: Retirement Planner, Tax Optimisation
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Photo of Advicefront
Work FNZ Labs 67 Lombard Street London EC3V 9LJ United Kingdom Website: advicefront.com
Categories: Fact-finding
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Photo of Advicent
Work 10700 W Research Dr #1, Milwaukee, WI 53226, United States of America Work Phone: +1 855-885-7526 Website: www.advicentsolutions.com
Categories: Client Portal, Financial Planning, Practice Management System
Updated 2 weeks ago. Return to top.
Photo of Advise Wise
Work Advise Wise Limited, 3175 Century Way, Leeds, LS15 8ZB United Kingdom Work Phone: 0333 050 8771 Website: www.advisewise.com
Categories: Equity Release, Mortgage
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Photo of Adviser Cloud
Work Nebular House 15 Waterloo Road Stalybridge Cheshire SK15 2AU United Kingdom Work Phone: 03330 144 490 Website: advisercloud.co.uk Blog: Advice Tech Hub – Wealth Practice Management Systems Blog: Advice Tech Hub – Client Portals
Categories: Client Portal, Practice Management System
Updated 10 months ago. Return to top.
Photo of Adviser Portals
Work Portal House, 65 Dale Street, Milnrow, Rochdale, Lancashire OL16 3NJ United Kingdom Work Phone: 0345 056 3477 Website: www.adviserportals.co.uk
Categories: Adviser Websites
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Photo of Adviser.ai
Home United Kingdom Work Phone: 020 8050 1295 Website: adviser.ai
Categories: Lead Generation
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Photo of AdvisorStream
Work 15 Toronto Street Suite 600 Toronto, Canada M5C 2E3 CanadaWork 1412 Broadway, 22nd Floor New York, NY 10018 Work Phone: 1 877-761-7036 Website: www.advisorstream.com
Categories: Adviser Websites, Content Creation, Marketing
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Photo of Advisory World
Work United States of America Work Phone: (800) 480-3888 Website: www.advisoryworld.com
Categories: Investment Analysis, Portfolio Analysis, Risk Profiling
Updated 8 months ago. Return to top.
Photo of AgencyBloc
Work United States of America Work Phone: (866) 338-7075 Website: www.agencybloc.com
Categories: Client Relationship Manager
Updated 2 weeks ago. Return to top.
Photo of Agent Quote
Work 317 W. La Habra Blvd., Suite 201 La Habra, CA 90631 United States of America Work Phone: 888-223-4773 Website: www.cps.agentquote.com
Categories: Adviser Websites, Life Insurance/Protection
Updated 2 weeks ago. Return to top.
Photo of Aixigo
Work 41 Luke Street London EC2A 4AR United Kingdom Work Phone: +49 (0)241 55 97 09-0 Website: https://www.aixigo.com/
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring
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Photo of Akoni Hub
Home 86-90 Paul Street London England EC2A 4NE United Kingdom Work Phone: Marcus Neville: +44 792 639 6957 Website: www.akonihub.com
Categories: Cash Savings and Deposit Management, Wealth Management
Updated 10 months ago. Return to top.
Photo of AlgoDynamix
Work 46 New Broad Street London EC2M 1JH United Kingdom Website: www.algodynamix.com
Categories: Risk Profiling
Updated 5 months ago. Return to top.
Photo of Allvue
Work Becket House 7th Floor 36 Old Jewry London EC2R 8DD United Kingdom Work Phone: +44 (0) 203 540 8660 Website: www.allvuesystems.com
Categories: Client Portal, Client Relationship Manager, Compliance, Portfolio Management, Portfolio Monitoring, Research System
Updated 3 months ago. Return to top.
Photo of Answers in Retirement (AIR) Sourcing
Work Southgate House Southgate Street Gloucestershire Gloucester GL1 1UD United Kingdom Work Phone: 01452 310777 Website: www.airsourcing.co.uk
Categories: Equity Release
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Photo of Apricity
Work Apricity Compliance Ltd Whessoe Technology Centre Alderman Best Way Darlington DL1 4WB United Kingdom Work Phone: 01325 952 969 Website: www.apricitycompliance.co.uk
Categories: Compliance, Reg Tech
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Photo of Arkose Labs
Work 250 Montgomery St 10th Floor, San Francisco, CA 94104, United States of AmericaWork 315 Brunswick St, Fl 2, Brisbane, QLD. 4006 Australia Work Phone: (800) 604-3319 Website: www.arkoselabs.com
Categories: Reg Tech
Updated 2 weeks ago. Return to top.
Photo of Asendium
Work Level 3 478 George Street Sydney NSW 2000 Australia Website: www.asendium.com
Categories: Fact-finding, Reg Tech
Updated 10 months ago. Return to top.
Photo of Assyst Software & Consultancy Ltd
Home Alchornes House Basset Down Wiltshire SWINDON SN4 9QP United Kingdom Work Phone: 01793 845511 Website: assyst-software.com
Categories: Client Relationship Manager, Practice Management System
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Photo of AstuteWheel
Work Level 1 154 Pacific Highway St Leonards NSW 2065 Australia Work Phone: 02 94 533 588 Website: www.astutewheel.com.au
Categories: Client Engagement, Client Onboarding, Financial Planning, Marketing, Reg Tech, Report Generation
Updated 10 months ago. Return to top.
Photo of ATEB Suitability
Home Evolve Business Centre Cygnet Way Houghton le Spring Durham DH4 5QY United Kingdom Work Phone: 0191 338 8177 Work Phone: 0844 272 9000 Website: www.atebsuitability.co.uk
Categories: Report Generation
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Photo of Avaloq
Work 3rd Floor, 2 Copthall Ave, London EC2R 7DA United Kingdom Work Phone: 020 7796 3587 Website: www.avaloq.com
Categories: Client Portal
Updated 7 months ago. Return to top.
Photo of Aveni
Home United Kingdom Work Phone: 0333 016 5242 Website: https://aveni.ai/
Categories: Artificial Intelligence, Speech Analytics, Voice Recognition
Updated 11 months ago. Return to top.

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Photo of Batsoftware
Work Unit 1.7 Andovesford Business Park GL54 4LB United Kingdom Work Phone: 01242 80 70 10 Website: batsoftware.co.uk
Categories: Reg Tech
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Photo of Be-IQ
Work 86-90 Paul St, London EC2A 4NE United Kingdom Website: www.beiq.co.uk
Categories: Risk Profiling
Updated 7 months ago. Return to top.
Photo of Betterment
Work Betterment LLC 8 W. 24th Street, 6th Floor New York, NY 10010 United States of America Home Phone: (718) 400-6898 Website: www.betterment.com
Categories: Investment Platform, Wealth Management
Updated 2 weeks ago. Return to top.
Photo of Beyond Encryption
Work Beyond Encryption, PO Box 735, Fareham PO14 9RD United Kingdom Work Phone: 020 8123 4546 Website: www.beyondencryption.com
Categories: Client Identity, Data Security, E-mail Encryption
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Photo of BlackCloak
Work Orlando Florida United States of America Website: blackcloak.io
Categories: Cyber Security
Updated 3 weeks ago. Return to top.
Photo of Bluecoat Software
Work 90 Long Acre Covent Garden London WC2E 9RA United Kingdom Work Phone: 0845 226 0720 Website: bluecoatsoftware.com
Categories: Practice Management System
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Photo of BrokerIQ
Work Floor 1, 3-5 Commercial Court Belfast United Kingdom Cell Phone: 07851237192 Website: www.brokeriq.co.uk
Categories: Client Onboarding, Client Portal, Client Relationship Manager, Life Insurance/Protection
Updated 5 months ago. Return to top.
Photo of Bucket Bliss
Work 1725 E 1450 S, Clearfield, UT 84015, United States of America Home Phone: 1-888-799-4328 Website: www.bucketbliss.com
Categories: Cash Flow Modelling, Content Creation, Financial Planning, Portfolio Management, Retirement Planner
Updated 2 weeks ago. Return to top.

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Photo of CAIS
Work 527 Madison Avenue 2nd Floor New York NY 10022 United States of America Work Phone: +1 (855) 844-2247 Website: www.caisgroup.com
Categories: Investment Platform, Platform
Updated 2 weeks ago. Return to top.
Photo of Capacity
Work St. Louis, Missouri United States of America Website: www.capacity.com
Categories: Artificial Intelligence
Updated 2 weeks ago. Return to top.
Photo of CashCalc
Work Waterside Court, 12 Albany St, Newport NP20 5NT United Kingdom Work Phone: 0333 300 3489 Website: www.cashcalc.co.uk
Categories: Cash Flow Modelling, Client Portal, Fact-finding, File Sharing, Financial Planning, Secure File Sharing
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Photo of Castlight
Work 133 Finnieston St, Glasgow G3 8HB United Kingdom Work Phone: 0800 193 3547 Website: www.castlightfinancial.com
Categories: Credit Risk Analysis, Mortgage Affordability
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Photo of Catchlight
Work Boston, MA United States of America Website: catchlight.ai
Categories: Artificial Intelligence, Client Engagement, Lead Generation
Updated 2 weeks ago. Return to top.
Photo of Centology
Work Centology Ltd Unit 2 Queen Street Emsworth Hampshire PO10 7BT United Kingdom Work Phone: 0345 646 1055 Website: www.centology.co.uk
Categories: Client Onboarding, Client Relationship Manager, Document Management
Updated 10 months ago. Return to top.
Photo of Certua
Work 4th Floor, 64 Great Eastern Street, London EC2A 3QR United Kingdom Work Phone: 020 3962 0795 Website: www.certua.io
Categories: Bank Transaction Categorisation, Credit Risk Analysis, Life Insurance/Protection, Mortgage Affordability, Product Research, Research System
Updated 1 week ago. Return to top.
Photo of CIExpert
Work CIExpert Ltd 1st Floor, 271 High Street Berkhamsted Herts HP4 1AA United Kingdom Work Phone: 0203 771 4607 Website: www.ciexpert.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research
Updated 1 week ago. Return to top.
Photo of Clarity
Work Poplars Farm Walsall Road Springhill Lichfield WS14 0BY United Kingdom Work Phone: 07500 993999 Website: www.clarity-software.co.uk
Categories: Fact-finding, Report Generation
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Photo of Clever Adviser
Work Watergate House, Watergate St, Chester CH1 2LF United Kingdom Work Phone: 01244 346343 Website: www.cleveradviser.com
Categories: Portfolio Management, Product Research
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Photo of CoInvestor Technologies
Work 1 Fore St. Avenue, London EC2Y 9DT United Kingdom Website: www.coinvestortechnologies.co.uk
Categories: Investment Platform, Portfolio Management, Product Research, Research System, Tax Optimisation
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Photo of Collidr
Work 34 Southwark Bridge Road London SE1 9EU United Kingdom Work Phone: +44(0)808 281 2900 Website: collidr.com
Categories: Portfolio Management, Report Generation, Workflows
Updated 5 months ago. Return to top.
Photo of Comarch
Home 52 Grosvenor Gardens, Belgravia, London SW1W 0AU Work Phone: 020 7467 8700 Website: www.comarch.com
Categories: Client Portal, Financial Planning
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Photo of Comentis
Home London United Kingdom Work Phone: 020 3282 0582
Categories: Financial Vulnerability Assessment, Mental Capacity Assessment
Updated 10 months ago. Return to top.
Photo of Competent Adviser
Work Stiles House Moorhurst Lane South Holmwood Dorking Surrey RH5 4LJ United Kingdom Work Phone: 01306 711 956 Website: www.competentadviser.com
Categories: Compliance, Reg Tech
Updated 11 months ago. Return to top.
Photo of Compliance Star
Work 2nd Floor 4 St. Paul’s Churchyard London EC4M 8AY United Kingdom Work Phone: 0203 859 0056 Website: compliancestar.co.uk
Categories: Reg Tech
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Photo of Concenter Services & XLR8
Work P.O. Box 941968 Plano TX 75094 United States of America Work Phone: (877) 513-3862 Website: xlr8crm.com
Categories: Client Relationship Manager
Updated 1 month ago. Return to top.
Photo of Contact State
Work Salatin House 19 Cedar Road, Sutton London SM2 5DA United Kingdom Work Phone: 07515905536 Website: www.contactstate.com
Categories: Lead Generation
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Photo of Contengo
Work Hillview Lodge Hill Abingdon Oxfordshire OX14 2JA United Kingdom Work Phone: 01865 735705 Website: contengo.net
Categories: Client Portal, Practice Management System
Updated 11 months ago. Return to top.
Photo of Creative Technologies
Home Ashurst Broadlands Business Campus Langhurstwood Road Horsham RH12 4QP United Kingdom Work Phone: 01403 334411 Website: www.creative-technologies.co.uk
Categories: Client Portal
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Photo of Creative Technologies – Enable
Home Ashurst Broadlands Business Campus Langhurstwood Road Horsham RH12 4QP Work Phone: 01403 334411 Website: www.creative-technologies.co.uk
Categories: Client Relationship Manager, Personal Finance Management, Practice Management System
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Photo of Creativemass
WealthConnect
Work 18 Oliver Ln Level 6 Melbourne Victoria 3000 Australia Website: www.creativemass.com
Categories: Client Relationship Manager
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Photo of Credo Wealth
Work 8-12 York Gate 100 Marylebone Road London NW1 5DX United Kingdom Work Phone: +44 (0)20 7968 8300 Website: www.credogroup.com
Categories: Platform, Research System, Risk Profiling, Trading
Updated 10 months ago. Return to top.

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Photo of d1g1t
Work d1g1t Inc 366 Adelaide St W unit 704 Toronto ON M5V 1R9 Canada Website: www.d1g1t.com
Categories: Platform, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
Updated 2 weeks ago. Return to top.
Photo of DASH
Work Level 3 157 Walker Street North Sydney NSW 2060 Australia Work Phone: 1300 726 008 Website: dash.com.au
Categories: Client Relationship Manager, Document Management, Platform, Workflows
Updated 3 weeks ago. Return to top.
Photo of Dashly
Work Found Studios 1 Lindsey Street London EC1A 9HP United Kingdom Work Phone: 0333 016 5513 Website: dashly.com
Categories: Mortgage Client Management System, Mortgage Sourcing
Updated 10 months ago. Return to top.
Photo of Defaqto
Work Unit 12 Haddenham Business Park Haddenham Buckinghamshire HP17 8LJ United Kingdom Work Phone: 01844 295 454 Work Phone: 01844 295 546 Website: www.defaqto.com
Categories: Financial Planning, Life Insurance/Protection, Life Insurance/Protection Product Research, Product Research, Report Generation, Risk Profiling, Switching Analysis
Updated 1 week ago. Return to top.
Photo of Defaqto – Engage
Home Unit 12 Haddenham Business Park Haddenham Buckinghamshire HP17 8LJ United Kingdom Work Phone: 01844 295 546 Website: www.defaqto.com/advisers/engage
Categories: Cash Flow Modelling, Financial Planning, Life Insurance/Protection, Life Insurance/Protection Product Research, Research System, Risk Profiling
Updated 1 week ago. Return to top.
Photo of DeliverySlip
Work 1101 Gulf Breeze Pkwy Suite 200 Gulf Breeze, FL 32561 FL 32561 United States Website: www.deliveryslip.com
Categories: Cyber Security, E-mail Encryption, Secure Comms
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Photo of Digital Clipboard
Work 70 Wilson Street London England EC2A 2DB United Kingdom
Categories: Client Onboarding, Fact-finding
Updated 10 months ago. Return to top.
Photo of Digital Wealth Solutions Limited
Home Digital Wealth Solutions Limited Eagle Tower Montpellier Drive Cheltenham GL50 1TA Website: www.digitalwealthsolutions.co.uk
Categories: Adviser Websites, Client Portal, Document Management, eSignatures, Practice Management System, Secure Comms, Secure File Sharing, Wealth Management
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Photo of Digital Wealth Systems
Home Manchester United Kingdom Work Phone: 03330 156 350 Website: www.digitalwealthsystems.co.uk
Categories: Investment Platform, Portfolio Management
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Photo of Dion Global
Work Enkalon House, 86-92 Regent Rd, Leicester LE1 7DD United Kingdom Work Phone: 01162335050 Website: www.dionglobal.com
Categories: Wealth Management
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Photo of Direct Life & Pensions – Life Quote
Work LifeQuote Friars Gate House 52A East St Chichester PO19 1JG United Kingdom Work Phone: 01243 791199 Website: www.lifequote.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research
Updated 1 week ago. Return to top.
Photo of DocuSign
Home Broadgate Quarter 9 Appold Street, 2nd Floor, London, EC2A 2AP United Kingdom Work Phone: 0203 714 4800 Website: www.docusign.co.uk
Categories: eSignatures
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Photo of docVinci
Home United Kingdom Work Phone: 0191 816 0639 Website: www.docvinci.co.uk
Categories: Adviser Websites, Marketing
Updated 5 months ago. Return to top.
Photo of durell
Home Collar Factory 112 St Augustine Street Taunton Somerset Somerset TA1 1QN United Kingdom Work Phone: 01823 326324 Website: www.durell.co.uk
Categories: Client Relationship Manager
Updated 3 weeks ago. Return to top.
Photo of Dynamic Planner
Work Distribution Technology Sovereign House Vastern Road Reading RG1 8BT United Kingdom Work Phone: 0333 6000 500 Website: www.dynamicplanner.com
Categories: Client Portal, Financial Planning, Portfolio Management, Product Research, Report Generation, Research System, Risk Profiling
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Photo of Ebix Inc
Work Ebix Inc. 1 Ebix Way, Johns Creek, GA 30097 United States of AmericaWork Ebix Europe Limited 69 Old Broad St, London EC2M 1QS United Kingdom Website: www.ebix.com Website: www.ebixeurope.co.uk
Categories: Life Insurance/Protection
Updated 1 week ago. Return to top.
Photo of Egress
Work 12th Floor White Collar Factory 1 Old Street Yard Old Street London EC1Y 8AF United Kingdom Work Phone: 0844 8000 172 Website: www.egress.com
Categories: E-mail Encryption, Secure Comms
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Photo of Elen
Home Sophia House 28 Cathedral Road Cardiff CF11 9LJ United Kingdom Website: www.elen.co
Categories: Client Portal, Client Relationship Manager, Document Management, eSignatures, File Sharing, Practice Management System, Regulatory Reporting, Report Generation, Secure File Sharing, Wealth Management Administration
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Photo of eligible
Work 5th Floor Lector Court 151-153 Farringdon Road London EC1R 3AF United Kingdom Website: eligible.ai
Categories: Client Engagement, Client Portal, Content Creation, Marketing, Mortgage
Updated 4 weeks ago. Return to top.
Photo of EnlightenESG
Home London United Kingdom Work Phone: +44 (0)20 3970 3100 Website: www.enlightenesg.com
Categories: ESG, Sustainable Fact-Find
Updated 8 months ago. Return to top.
Photo of Envizage
Work International House 142 Cromwell Road Kensington London SW7 4EF United Kingdom Work Phone: +44 79 01 88 88 66 Website: www.envizage.me
Categories: Financial Planning
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Photo of Equiniti
Work Equiniti Broadgate Tower Primrose Street London EC2A 2EW United Kingdom Website: www.equiniti.com
Categories: Portfolio Management, Reg Tech, Trading
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Photo of Equisoft
Work 1250 Boulevard. René-Lévesque Ouest, 33e étage QC H3B 4W8 Montreal, Quebec Canada Work Phone: +1 514-989-3141 Website: www.equisoft.com
Categories: Client Portal, Client Relationship Manager, Wealth Management
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Photo of Eton Solutions
Work 2250 Perimeter Park Drive Suite 150 Morrisville NC 27560 United States of America Work Phone: 919.595.8180 Website: eton-solutions.com
Categories: Platform, Wealth Management, Wealth Management Administration
Updated 8 months ago. Return to top.
Photo of EV
Home Benyon House, Newbury Business Park, Newbury RG14 2PZ United KingdomHome 50 Liverpool Street London EC2M 7PY Work Phone: 01635881180 Website: eValue Website Blog: eValue Life Planner Review
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling
Updated 10 months ago. Return to top.

F

Photo of FactSet
Work Broadgate Quarter One Snowden Street London England EC2A 2DQ United Kingdom Work Phone: +44.(0)20.3009.7000 Website: www.factset.com
Categories: ESG, Portfolio Analysis, Portfolio Management, Research System
Updated 1 month ago. Return to top.
Photo of Fidelity
FundsNetwork
Work Beech Gate Millfield Lane Lower Kingswood Tadworth Surrey KT20 6RP United Kingdom Work Phone: 0800 41 41 81 Website: www.adviserservices.fidelity.co.uk
Categories: Investment Platform, Portfolio Management, Research System, Tax Optimisation
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Photo of Fiduciary Exchange LLC (FIDx)
Work 1000 Chesterbrook Blvd Suite 135 Berwyn PA 19312 United States of America Work Phone: 877-554-FIDx Website: www.fid-x.com
Categories: Life Insurance/Protection, Platform, Retirement Planner
Updated 2 weeks ago. Return to top.
Photo of Figlo
Work Dorpsstrat 151-155 2903 LA Capelle a/d lJssel The Netherlands Work Phone: +31 (0) 10 264 66 66 Website: www.figlo.com
Categories: Client Portal, Financial Planning
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Photo of Filehaven
Work 1st Floor 8 Arnside Road Waterlooville Hampshire PO7 7UP United Kingdom Work Phone: 023 9200 6355 Website: www.filehaven.co.uk
Categories: Secure Comms
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Photo of Fin365
Work Studio 1, 2-6 Rutland St, Geelong, VIC, 3220 Australia Work Phone: 1300 346 365 Website: www.fin365.com.au
Categories: Practice Management System
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Photo of Finaeo
Work 1087 Queen St W Suite 400, Toronto, ON M6J 1H3, Canada Work Phone: 416-639-1739 Website: www.finaeo.com
Categories: Life Insurance/Protection, Life Insurance/Protection Administration, Practice Management System, Quotation Portal
Updated 1 week ago. Return to top.
Photo of Finalytiq
Home Suite 5 Phoenix House, Christopher Martin Rd, Basildon, Essex SS14 3EZ United Kingdom Work Phone: 01268 502 454 Website: www.finalytiq.co.uk
Categories: Cash Flow Modelling
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Photo of Finametrica
Contact: Brod Whiting
Home United Kingdom Cell Phone: +44 (0) 7445 237006 Website: www.riskprofiling.com
Categories: Risk Profiling
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Photo of Financial Mappers
Work Financial Mappers PO Box 133 Hamilton, QLD 4007 Australia Work Phone: 1300 162 945 Website: www.financialmappers.com.au
Categories: Cash Flow Modelling
Updated 4 weeks ago. Return to top.
Photo of Financial Tech Tools
Home Vancouver BC V6Z 2V9 Canada Work Phone: (778) 895-6978 Website: www.financialtechtools.ca
Categories: Adviser Websites, Marketing, Software
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Photo of FinCalc
Home c/o O&M Pension Solutions Ltd 3 The Courtyards Phoenix Square Wyncolls Road Colchester Essex CO4 9PE United Kingdom Work Phone: 01206 803210 Website: www.fincalc.co.uk
Categories: Cash Flow Modelling, Transvas Profiler
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Photo of FinDock
Work Nevelgaarde 20K 3436 ZZ Nieuwegein The Netherlands Website: findock.com
Categories: Payments Management
Updated 11 months ago. Return to top.
Photo of Finicity
Work 434 West Ascension Way Suite, #200 Salt Lake City, UT 84123 United States of America Website: www.finicity.com
Categories: Integration Hub
Updated 2 weeks ago. Return to top.
Photo of FINMASON INC
Work 2 Oliver Street Suite 607 Boston MA 02109 United States of America Website: www.finmason.com
Categories: Wealth Management, Wealth Management Administration
Updated 2 weeks ago. Return to top.
Photo of finova
Work Commodity Quay St Katharine Docks London E1W 1AZ United Kingdom Work Phone: Core Banking Platform: 020 7050 2000 Work Phone: Broker Platform: 01275 400 660 Work Phone: finova Connect: 01275 400 669 Website: https://www.finova.tech/
Categories: Client Portal, Client Relationship Manager, Mortgage Practice Management System, Practice Management System
Updated 4 weeks ago. Return to top.
Photo of Fintegrate
Work Unit 1, Guest House Farm Runshaw Lane Chorley Lancashire PR7 6HD United Kingdom Website: fintegrate.co.uk
Categories: Portfolio Analysis, Wealth Management
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Photo of Flagstone Investment Management
Home 17th Floor, New Zealand House, 80 Haymarket, St. James’s, London SW1Y 4TE United Kingdom Work Phone: 0203 745 8139 Website: www.flagstoneim.com/
Categories: Cash Savings and Deposit Management, Wealth Management
Updated 10 months ago. Return to top.
Photo of FLG Business Technology Ltd
Work FLG Business Technology Limited Ribble Court Shuttleworth Mead 1 Mead Way Padiham Burnley BB12 7NG United Kingdom Work Phone: 01282 798 545 Website: getflg.com
Categories: Client Relationship Manager
Updated 11 months ago. Return to top.
Photo of Flourish
Work 60 Madison Ave 11th fl New York NY 10010 United States of America Work Phone: (833) 808-5700 Website: www.flourish.com
Categories: Cash Savings and Deposit Management, Platform, Trading
Updated 2 weeks ago. Return to top.
Photo of Flyer Financial Technologies
Work 525 7th Ave Suite 812 New York NY 10018 United States of AmericaWork London United Kingdom Work Phone: 1-888-349-3593 Work Phone: London: +44 (808) 1962803 Website: flyerft.com
Categories: Trading
Updated 1 month ago. Return to top.
Photo of Flyingboat
Home Fusion Systems Limited, The Foundry, Huberts Lane Doyle Road, St Peter Port Guernsey GY1 1RG Channel Islands Work Phone: 01481 721031 Website: www.flyingboatsoftware.com
Categories: Accounting, Portfolio Management, Trading, Wealth Management CRM
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Photo of FNZ
Work Level 5 67 Lombard Street London EC3V 9LJ United Kingdom Work Phone: +44 (0) 303 333 3330 Website: www.fnz.com
Categories: Investment Platform, Trading, Wealth Management
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Photo of Focus Solutions
Work Cranford House, Kenilworth Rd, Blackdown, Leamington Spa CV32 6RQ United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk
Categories: Cash Flow Modelling, Client Portal, Financial Planning, Research System, Risk Profiling, Wealth Management
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Photo of Focus Solutions – Focus:360
Home United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk/products/focus360/
Categories: Practice Management System, Wealth Practice Management System
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Photo of Focus Solutions – Focus:Wealth
Home United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk/products/focuswealth
Categories: Wealth Management CRM
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Photo of Focus Solutions – Now:Advise
Home United Kingdom Website: www.focus-solutions.co.uk/products/nowadvise/
Categories: Client Portal, Equity Release, Practice Management System, Wealth Practice Management System
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Photo of Focus Solutions – Now:Plan
Home Cranford House, Kenilworth Rd, Blackdown, Leamington Spa CV32 6RQ United Kingdom Work Phone: 01926 468300 Website: www.focus-solutions.co.uk/products/nowplan-online-tools/cash-flow/
Categories: Cash Flow Modelling
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Photo of Focus Solutions – Now:Share
Home United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk/products/nowshare-co-browsing
Categories: Client Portal, Screensharing
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Photo of Fourth Line
Work Level 2 545 King Street West Melbourne Victoria 3003 Australia Work Phone: 1300 453 153 Website: fourth-line.com.au
Categories: Compliance
Updated 4 weeks ago. Return to top.
Photo of FP Alpha
Work United States of America Work Phone: 212-796-8790 Website: fpalpha.com
Categories: Artificial Intelligence, Financial Planning, Platform
Updated 8 months ago. Return to top.
Photo of fpPathfinder
Home Farmington United States of America Website: www.fppathfinder.com
Categories: Checklists, Flowcharts
Updated 2 weeks ago. Return to top.
Photo of FTRC – Digital Wealth Insights
Work United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.digitalwealthinsights.com
Categories: Product Research
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Photo of FTRC – ProtectionGuru
Work United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.protectionguru.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research
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Photo of FTRC – Quality Analyser
Home United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.qualityanalyser.com
Categories: Integrations, Life Insurance/Protection, Life Insurance/Protection Product Research, Research System
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Work Mappin House, 4 Winsley St, Fitzrovia, London W1W 8HF United Kingdom Work Phone: 020 3289 2837 Website: www.fundment.com
Categories: Financial Planning, Portfolio Management, Product Research
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Work 71-75 Shelton Street London WC2H 9JQ United Kingdom Work Phone: +44 (0) 203 290 3990 Website: www.fundsense.io
Categories: Artificial Intelligence, Document Analytics
Updated 10 months ago. Return to top.
Photo of Futureform
Home London United Kingdom Website: futureform.uk
Categories: Client Relationship Manager, Industry Templates, Salesforce Implementations
Updated 10 months ago. Return to top.

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Photo of GB Group
Work 128 Queen Victoria Street London EC4V 4BJ United Kingdom Work Phone: +44 (0) 124 465 7333 Website: www.gbgplc.com
Categories: Anti Money Laundering
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Photo of Genovo
Home Suite 8, Sabrina House, Sabrina Court, Shrewsbury SY3 7BF United Kingdom Work Phone: 01743 730 010 Website: www.genovo.co.uk
Categories: Report Generation
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Work 5th Floor, 5 Merchant Square, Paddington, London W2 1AY United Kingdom Website: www.genpact.com
Categories: Portfolio Monitoring, Trading
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Home United States of America Website: www.glia.com
Categories: Client Relationship Manager, CoBrowsing, Marketing, Screensharing
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Home United States of America Work Phone: 888-824-4477 Website: www.grendel.com
Categories: Client Portal, Client Relationship Manager
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Website: www.gretel.co.uk
Categories: Pension Tracing
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Photo of HALO Technologies
Work Level 14 360 Collins Street Melbourne VIC 3000 Australia Work Phone: 0481 003 292 Website: www.halo-technologies.com
Categories: Investment Analysis, Investment Platform
Updated 10 months ago. Return to top.
Photo of Hearsay Systems
Work 600 Harrison St Suite 120 San Francisco CA 94107 United States of America Work Phone: +1.844.556.4396 Website: www.hearsaysystems.com
Categories: Adviser Websites, Client Engagement, Compliance, Marketing
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Photo of Hivrs
Home Level 2 14-20 Aerodrome Rd Maroochydore QLD 4558 Australia Work Phone: +61 (7) 3053 5263 Website: hivrs.com
Categories: Client Onboarding, Workflows
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Work College Station TX 77845 United States of America Website: www.holistiplan.com
Categories: Tax Optimisation
Updated 8 months ago. Return to top.
Photo of Hourglass TIPS
Home United Kingdom Work Phone: 01752 600626 Website: www.hourglasssoftware.co.uk
Categories: Practice Management System, Wealth Practice Management System
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Work United Kingdom Work Phone: 01737 233413 Website: www.hubfinancialsolutions.co.uk
Categories: Research System
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Photo of Hubly
Work Vancouver British Columbia Canada Work Phone: +1 888-329-0276 Website: www.myhubly.com
Categories: Practice Management System
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Work Waverley Court, Wiltell Road, Lichfield WS14 9ET United Kingdom Website: www.hubwise.co.uk
Categories: Platform
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Photo of HUG HUB
Work Gossard House, 5th Floor 7 Savile Row London W1S 3PE United Kingdom Work Phone: 020 3633 0100 Website: https://hughub.co.uk/
Categories: Client Engagement, Client Onboarding, Client Relationship Manager, Life Insurance/Protection
Updated 5 months ago. Return to top.
Photo of Hushmail
Work Hush Communications Canada Inc. Suite 360 580 Hornby Street Vancouver BC V6C 3B6 Canada Work Phone: +1-877-533-4874 Website: https://www.hushmail.com/
Categories: Cyber Security, E-mail Encryption, File Sharing, Secure Comms, Secure File Sharing
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Home Upper Borough Walls, Bath BA1 1RG United Kingdom Work Phone: 01225 839411 Website: www.i4c.technology
Categories: Cash Flow Modelling, Financial Planning
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Photo of iCover
Work iCover 15510 Olive, Suite #205 Chesterfield MO 63017 United States of America Work Phone: +1 314-255-3861 Work Phone: +1 314-570-4366 Website: icoverinsure.com
Categories: Underwriting
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Photo of IFAC Ltd.
Work IFAC House Unit 1.7 Andovesford Business Park GL54 4LB United Kingdom Work Phone: 01242 80 70 10 Website: www.ifac.eu
Categories: Compliance, Robo Compliance
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Photo of iFactFind
Work 767A Nicholson St PO Box 560 Carlton North VIC 3054 Australia Work Phone: 1300 0 78577 Website: ifactfind.com.au
Categories: Client On Boarding & Fact Finds, Fact-finding
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Photo of ifaDASH
Work United Kingdom Website: www.ifadash.com
Categories: Reg Tech
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Photo of Implemented Portfolios
Work Level 10 60 Carrington Street Sydney NSW 2000 Australia Work Phone: +61 2 9164 9800 Website: implementedportfolios.com.au
Categories: Investment Platform, Portfolio Analysis, Portfolio Management, Portfolio Monitoring
Updated 9 months ago. Return to top.
Photo of Indyfin
Work 1722 Routh St Suite 900 Dallas TX 75201 United States of America Work Phone: (833) 463-9346 Website: www.indyfin.com
Categories: Financial Adviser Research, Financial Adviser Review, Investor Experience Platform
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Photo of Insignis Cash Solutions
Work INSIGNIS CASH SOLUTIONS St John’s Innovation Centre Cowley Road Cambridge CB4 0WS United Kingdom Work Phone: +44 (0) 1223 200 674 Website: www.insigniscash.com
Categories: Cash Savings and Deposit Management
Updated 10 months ago. Return to top.
Photo of Insurian
Work 85 Great Portland Street London W1W 7LT United Kingdom Website: insurian.co.uk
Categories: IT and Cloud Services, Life Insurance/Protection, Life Insurance/Protection Administration
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Photo of Integrated Portfolio Solutions
Work Suite 2 Level 5 Bligh Chambers 25 Bligh Street Sydney NSW 2000 Australia Work Phone: 1300 764 829 Website: integratedportfoliosolutions.com.au
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing, Practice Management System
Updated 10 months ago. Return to top.
Photo of intelliflo
Work Intelliflo Limited Wellington House 60-68 Wimbledon Hill Road London SW19 7PA United Kingdom Work Phone: 0330 102 8402 Website: www.intelliflo.com Website: Advice Tech Hub – Wealth Practice Management Systems Website: Advice Tech Hub – Mortgage Practice Management Website: Advice Tech Hub – Client Portals Website: Advice Tech Hub – Personal Financial Management Website: Advice Tech Hub – Portfolio Analysis
Categories: Client Portal, Mortgage Practice Management System, Personal Finance Management, Portfolio Analysis, Practice Management System
Updated 11 months ago. Return to top.
Photo of IntelliTeq
Website: www.intelliteq.co.uk
Categories: Adviser Websites, Client Relationship Manager
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Photo of InterGen Data
Work 5600 Tennyson Parkway, Suite 335 Plano, Texas 75093 United States of America Work Fax: (972) 833-2820 Website: www.intergendata.com Blog: INTERGEN DATA – “DAVID – DIGITAL ADVICE VIA DEMOGRAPHICS” Blog: VIEWS FROM FINOVATE FALL: INTERGEN DATA
Categories: Artificial Intelligence, Cash Flow Modelling, Financial Planning, Machine Learning, Product Research, Research System
Updated 2 weeks ago. Return to top.
Photo of Investcloud
Work 77 Shaftesbury Ave, Soho, London W1D 5DU United Kingdom Work Phone: 020 3826 8510 Website: www.investcloud.com
Categories: Accounting, Client Portal, Trading
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Work Geneva Switzerland Work Phone: +41 22 518 25 94 Website: www.investglass.com
Categories: Client Portal, Client Relationship Manager, Marketing, Portfolio Management
Updated 2 weeks ago. Return to top.
Photo of InvestSuite
Work Northumberland House 8 Northumberland Avenue London WC2N 5BY United Kingdom Work Phone: +44 7305 70 40 54 Website: www.investsuite.com
Categories: Investment Analysis, Investment Platform, Platform, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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Photo of iPipeline
Work 3rd Floor, Montpellier House, Montpellier Dr, Cheltenham GL50 1TY United Kingdom Work Phone: 0345 408 4022 Website: Home Website: SolutionBuilder – Life Insurance/Protection Product Research Website: AlphaTrust – e-Signature and Document Process
Categories: eSignatures, Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portal, Research System, Secure File Sharing
Updated 1 week ago. Return to top.
Photo of Iress
Categories: Client Portal, Client Relationship Manager, Financial Planning, Life Insurance/Protection, Life Insurance/Protection Product Research, Mortgage Application, Mortgage Practice Management System, Practice Management System, Quotation Portal, Research System, Wealth Practice Management System
Updated 1 week ago. Return to top.

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Photo of Jacobi
Home United States of America Website: www.jacobistrategies.com
Categories: Cash Flow Modelling, Portfolio Analysis
Updated 2 weeks ago. Return to top.
Photo of JCS
Work X-Ware Limited t/a JCS, Le Grenier, Grand Marché, Les Camps St Martin, GY4 6AA Guernsey, Channel Islands Work Phone: 03450 049 599 Website: www.talkjcs.com
Categories: Client Portal, Practice Management System
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K

Photo of Kinherit
Work Kinherit Ltd Equinox South Bristol BS32 4QL United Kingdom Work Phone: +44(0)117 302 1888 Website: www.kinherit.co.uk
Categories: Document Management
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Photo of Knowledge Bank
Home Barnsley Business Village Innovation Way Barnsley South Yorkshire S75 1JL United Kingdom Work Phone: 01226 107077 Website: www.yourknowledgebank.co.uk
Categories: Mortgage Affordability, Mortgage Sourcing, Research System
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Photo of Life Design Analysis Inc
Work 300 Wellington Street Unit 200 London ON N6B 2L5 Canada Work Phone: +1 855-268-2255 Website: www.lifedesignanalysis.com
Categories: Practice Management System, Quotation Portal
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Photo of LifeYield
Work 175 Federal Street, 7th Floor Boston MA 02110 United States of America Website: www.lifeyield.com
Categories: Tax Optimisation
Updated 1 month ago. Return to top.
Photo of LOGICLY
Work New York United States of America Work Phone: 929-333-3023 Website: logicly.finance
Categories: Compliance, Investment Analysis, Portfolio Management, Research System
Updated 2 weeks ago. Return to top.
Photo of Lumiant
Work Level 10 60 Carrington Street Sydney NSW 2000 Australia Website: lumiant.com.au
Categories: Client Engagement, Client On Boarding & Fact Finds, Client Onboarding, Fact-finding
Updated 4 weeks ago. Return to top.
Photo of Lunar CRM
Home United Kingdom Website: www.lunarcrm.co.uk
Categories: Client Relationship Manager
Updated 3 months ago. Return to top.

M

Photo of Mako Financial Technologies
Work Mako Financial Technologies 4 Place Ville Marie Suite 300 Montréal QC H3B 2E7 Canada Website: makofintech.com
Categories: Client Engagement, Client Onboarding, Workflows
Updated 9 months ago. Return to top.
Photo of Masttro
Home New York City United States of America Work Phone: +1 917 755 0008 Website: www.masttro.com
Categories: Client Portal, Platform
Updated 4 weeks ago. Return to top.
Photo of Micro Focus
Voltage SecureMail
Work Cambridge Business Park Milton Road Cambridge CB4 0WZ United Kingdom Work Phone: +44-0-2890-260-000 Website: www.microfocus.com Website: www.microfocus.com/en-us/products/email-encryption-security
Categories: Cyber Security, E-mail Encryption, Secure Comms, Secure File Sharing
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Photo of Mimecast
Work 1 Finsbury Avenue London EC2M 2PF United Kingdom Work Phone: +44 (0)20 7847 8700 Website: www.mimecast.com
Categories: Cyber Security, E-mail Encryption, Secure Comms
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Photo of Model Office
Work 50 Liverpool Street, London EC2M 7PY United Kingdom Work Phone: 020 3005 5305 Website: www.model-office.co.uk
Categories: Reg Tech
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Photo of Moneyinfo
Work Forward House 17 High St Henley-in-Arden B95 5AA United Kingdom Work Phone: 03303 600 300 Website: www.moneyinfo.com Blog: MONEYINFO – “BRANDED CLIENT PORTALS AND APPS” Blog: MONEYINFO
Categories: Client Portal, Personal Finance Management
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Photo of Moneyscope
Work The Core Business Centre Milton Hill Abingdon Oxfordshire OX13 6AB United Kingdom Website: www.moneyscopehq.com
Categories: Cash Flow Modelling, Retirement Planner
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Photo of Moody’s Analytics
Work United Kingdom Website: www.moodysanalytics.com
Categories: Risk Profiling
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Photo of Morningstar
Work 55 City Rd, Old Street, London EC1Y 1HH United Kingdom Work Phone: 020 3107 0000 Website: www.morningstar.co.uk/
Categories: Cash Flow Modelling, Portfolio Monitoring, Portfolio Rebalancing, Risk Profiling
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Photo of Mortgage Brain
Work Mortgage Brain Ltd 111 St James’s Rd Croydon CR0 2UW United Kingdom Work Phone: 0208 665 3200 Website: www.mortgage-brain.co.uk
Categories: Client Portal, Mortgage Application, Mortgage Practice Management System, Mortgage Sourcing
Updated 11 months ago. Return to top.
Photo of Mortgage Broker Tools
Work 56 Bell Street London NW1 5BU United Kingdom Work Phone: Sales: 0808 281 2628 Work Phone: Customer Services: 0800 011 9521 Website: w3.mortgagebrokertools.co.uk
Categories: Mortgage Affordability, Mortgage Sourcing, Research System
Updated 5 months ago. Return to top.
Photo of Mortgage Magic
Work Ground Floor, Rainham House Manor Way Greater London RM13 8RH United Kingdom Work Phone: 0333 888 0254 Website: www.mortgage-magic.co.uk
Categories: Client Portal, Mortgage Practice Management System
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Photo of MortgageStream
Work Mortgage Brain Limited 6 The Courtyard Buntsford Gate Bromsgrove Worcestershire B60 3DJ United Kingdom Work Phone: 020 8665 3200 Website: www.mortgagestream.co.uk
Categories: Mortgage, Mortgage Practice Management System
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Photo of myprosperity
Work Level 1 1 Oxley Road Hawthorn Victoria 3122 AustraliaWork No 1 Poultry Poultry London EC2R 8EJ United Kingdom Website: www.myprosperity.com.au
Categories: Personal Finance Management
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Photo of MyRegData
Work 2 University Way, Oldham OL1 1ET United Kingdom Work Phone: 0161 413 5070 Website: myregdata.co.uk
Categories: Reg Tech, Regulatory Reporting
Updated 7 months ago. Return to top.
Photo of myWEALTHCLOUD – DocPortal
Work Deacon House, St Mary’s Court, The Broadway, Amersham, HP7 0UT United Kingdom Work Phone: 01494 683 777 Website: www.thedocumentportal.co.uk
Categories: Client Portal, Secure Comms
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N

Photo of New Model Business Academy
A not for profit division of The SimplyBiz Group.
Work The John Smith’s Stadium Stadium Way Huddersfield West Yorkshire HD1 6PG United Kingdom Work Phone: 01279 883463 Website: nmbasites.co.uk
Categories: Adviser Websites
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Photo of Ningi
Work 60 Station Road Nassington PE8 6QB United Kingdom Website: www.ningi.co.uk
Categories: Adviser Websites, Client Portal, Client Relationship Manager
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Photo of Novia
Work Novia Financial plc Cambridge House Henry Street Bath BA1 1JS United Kingdom Website: www.novia-financial.co.uk
Categories: Platform, Wealth Management
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Photo of Nuance
Dragon Speech Recognition
Home Weathered House, Pound Ln, Marlow SL7 2AF United Kingdom Work Phone: 01628 491600 Website: www.nuance.com
Categories: Voice Recognition
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Photo of Nucleus
Work Nucleus HQ Greenside 12 Blenheim Place Edinburgh EH7 5JH United Kingdom Work Phone: 0131 226 9800 Website: www.nucleusfinancial.com
Categories: Platform
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Photo of NVISO
Home EPFL Innovation Park Building D 1015 Lausanne Switzerland Work Phone: +41 21 353 8511 Website: www.nviso.ai
Categories: Artificial Intelligence
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O

Photo of O&M Pension Solutions
Work 3 The Courtyards Phoenix Square Wyncolls Road Colchester Essex CO4 9PE United Kingdom Work Phone: 01206 805405 Website: www.ompensions.co.uk
Categories: Bulk Transfer Bureau, Pension Transfer Analysis, Transfer Bureau, Transfer Value Comparator
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Photo of O&M Systems
Work 2 Charter Court, Severalls Business Park, Colchester, Essex CO4 9YA United Kingdom Work Phone: 01206 222195 Website: www.omsystems.co.uk
Categories: Cash Flow Modelling, Portfolio Rebalancing, Product Research, Retirement Planner, Risk Profiling, Switching Analysis
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Photo of Objectway
Work 25 Canada Square, Canary Wharf, London E14 5LQ United Kingdom Work Phone: 020 7071 3000 Website: www.objectway.com
Categories: Client Portal, Portfolio Monitoring, Trading, Wealth Management CRM
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Photo of On The Money
Work Parkway House 28 Avenue Road Bournemouth BH2 5SL United Kingdom Website: www.onthemoney.net
Categories: Mortgage, Mortgage Application, Mortgage Practice Management System, Mortgage Sourcing
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Photo of One Mortgage System
Work OMS House 20 Barttelot Road West Sussex RH12 1DQ United Kingdom Work Phone: 0203 911 2211 Website: omsystem.website
Categories: Mortgage Practice Management System
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Photo of Origo
Work 7 Lochside View, Edinburgh Park, Edinburgh EH12 9DH Work Phone: 0131 451 5181 Website: www.origo.com
Categories: Integration Hub
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Photo of Ortec Finance
Home Bridge House 181 Queen Victoria Street London EC4V 4EG United Kingdom Work Phone: 0203 770 5780 Website: www.ortecfinance.com
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling
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Photo of Oxford Risk
Home Oxford Risk Research & Analysis Ltd, 1 Paris Garden, London SE1 8ND United Kingdom Work Phone: 020 3941 2801 Website: www.oxfordrisk.com
Categories: Portfolio Monitoring, Reg Tech, Risk Profiling
Updated 7 months ago. Return to top.

P

Photo of Para-Sols
Work Beehive, Lingfield Point, Darlington, DL1 1RW United Kingdom Work Phone: 01325 281 969 Website: www.para-sols.co.uk
Categories: Compliance, Reg Tech
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Photo of Paraplanning Online
Work Paraplanning Online Limited Caradoc House Abbey Foregate Shrewsbury SY2 6AP United Kingdom Work Phone: 01888 411188 Website: www.ppol.co.uk
Categories: Report Generation
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Photo of Pascal
Work 333 Adelaide St W 4th Floor, Toronto, ON M5V 1R5 Canada Work Phone: (416) 724-4783 Website: www.pascalfinancial.com
Categories: Artificial Intelligence, Platform, Wealth Management
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Photo of PlanHappy Software
Work The Planning Rooms Wellington Court, Preston Farm, Stockton on Tees TS18 3TA United Kingdom Work Phone: 01642 062 358 Website: www.planhappy.co.uk
Categories: Client Portal, Client Relationship Manager, Practice Management System, Wealth Practice Management System
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Photo of Plum Software
Work Sherbourne House, Humber Avenue, Coventry CV1 2AQ T United Kingdom Work Phone: 0203 873 5566 Website: www.plumsoftware.co.uk
Categories: Client Portal, Client Relationship Manager, Practice Management System, Wealth Practice Management System
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Photo of Plutosoft
Work 52 Oswald Street Innaloo 6018 Western Australia Australia Work Phone: +(61) 8 6444 9363 Website: www.plutosoft.com.au
Categories: Client Portal, Financial Planning, Portfolio Management, Practice Management System
Updated 10 months ago. Return to top.
Photo of Pocket Risk
Work 88 Wood St, Barbican, London EC2V 7RS United Kingdom Work Phone: 020 7097 5108 Work Phone: 07983557046 Website: www.pocketrisk.com
Categories: Risk Profiling
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Photo of Pontera
Work 111 W 33rd St fl 25 New York NY 10001 United States of America Website: www.pontera.com
Categories: Order Management System, Trading
Updated 4 weeks ago. Return to top.
Photo of Portemis
Work 27 Renwick Drive, Bromley. BR2 9GS United Kingdom Work Phone: 07889 181459 Website: www.portemis.com
Categories: Wealth Management CRM
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Photo of Portfolio Cloud
Work Level 1 274 Coventry Street South Melbourne 3205 VIC Australia Website: www.portfoliocloud.com
Categories: Investment Analysis, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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Photo of PortfolioMetrix
Work Ground Floor 66 Buckingham Gate London SW1E 6AU United Kingdom Work Phone: 020 7965 7533 Website: www.portfoliometrix.com
Categories: Cash Flow Modelling, Portfolio Analysis, Portfolio Rebalancing, Practice Management System, Risk Profiling
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Photo of Practifi
Home L12/309 Kent St, Sydney NSW 2000, Australia Work Phone: +61 2 8005 6557 Website: www.practifi.com
Categories: Practice Management System, Wealth Practice Management System
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Photo of Praemium Wealthcraft
Work 4th floor, Salisbury House, London Wall London, UK EC2M 5QQ United KingdomWork Level 19, 367 Collins Street Melbourne, Victoria 3000 AustraliaWork Unit N704D Level 7, Emirates Financial Towers, DIFC Po Box 507343 Dubai, UAE, AE Work Phone: 020 7562 2450 Website: www.praemium.com/wealthcraft/
Categories: Client Relationship Manager, Practice Management System, Wealth Practice Management System
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Photo of Prestwood Truth
Work 5 Darwin House The Innovation Centre Pensnett Estate Kingswinford West Midlands DY6 7YB United Kingdom Work Phone: 01384273736 Website: www.truthsoftware.co.uk
Categories: Cash Flow Modelling, Practice Management System
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Photo of ProtonMail
Home Proton Technologies AG Chemin du Pré-Fleuri, 3 CH-1228 Plan-les-Ouates, Genève, Switzerland Website: www.protonmail.com
Categories: Cyber Security, E-mail Encryption, Secure Comms
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Photo of Pulse360
Work Riverside, CA United States of America Website: pulse360.com
Categories: Client Reviews, Meeting Notes, Workflows
Updated 2 weeks ago. Return to top.
Photo of Purpose Advisor Solutions
Home 1128 Yonge St #300 Toronto ON Canada Work Phone: 647 417 0210 Website: www.purposeadvisorsolutions.com
Categories: Client Onboarding, Client Relationship Manager, Financial Planning, Platform, Portfolio Analysis, Portfolio Management, Practice Management System
Updated 9 months ago. Return to top.

Q

Photo of Quotehaven
Work 1st Floor 8 Arnside Road Waterlooville Hampshire PO7 7UP United Kingdom Work Phone: 0333 090 3236 Website: quotehaven.co.uk
Categories: Adviser Websites, Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portal
Updated 1 week ago. Return to top.
Photo of Qwil Messenger
Work 5 St John’s Lane Farringdon London EC1M 4BH United Kingdom Website: www.qwil.io
Categories: Cyber Security, Secure Comms
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R

Photo of RAZORPLAN
Work 214 King St. West, Suite 510 Toronto Ontario M5H 3S6 Canada Work Phone: 1 866 675 7055 Website: www.razorplan.com
Categories: Financial Planning, Software
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Photo of Recordsure
Work 10 Lower Thames Street London EC3R 6EN United Kingdom Work Phone: +44 (0) 20 3772 7272 Website: recordsure.com
Categories: Artificial Intelligence, Document Analytics, Speech Analytics, Voice Recognition
Updated 11 months ago. Return to top.
Photo of Redtail
Work 3131 Fite Circle Sacramento, CA 95827 United States of America Work Phone: (800) 206-5030 Website: www.corporate.redtailtechnology.com
Categories: Client Relationship Manager
Updated 2 weeks ago. Return to top.
Photo of Responsive.AI
Work 111-2050 Scotia Street Vancouver BC V5T 4T1 Canada Work Phone: +1 604 229 5353 Website: www.responsive.ai
Categories: Artificial Intelligence, Software, Wealth Management
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Photo of RiskPro®
Work 2077 West Coast Highway Suite A Newport Beach CA 92663 United States of America Work Phone: 949-207-1044 Website: www.riskproadvisor.com
Categories: Risk Profiling
Updated 1 month ago. Return to top.

S

Photo of SaffronTec
Work Cannon Place, 78 Cannon Street, London, EC4N 6AF United Kingdom Work Phone: 0203 868 8836 Website: www.saffrontec.com
Categories: Financial Planning, Portfolio Management, Risk Profiling
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Photo of Salesforce
Work EMEA Limited, Village 9, Floor 26 Salesforce Tower, 110 Bishopsgate, EC2N 4AY United Kingdom Work Phone: 0800 092 1223 Website: www.salesforce.com
Categories: Client Relationship Manager
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Photo of SecureTheFile
Work 40 Islington High Street London, England N1 8EQ United Kingdom Work Phone: 020 3868 7494 Website: www.securethefile.com
Categories: Secure Comms
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Photo of Selectapension
Work Selectapension House, Eridge Road, Crowborough TN6 2SL United Kingdom Work Phone: 01892 669494 Website: www.selectapension.com
Categories: Portfolio Rebalancing, Product Research, Report Generation, Risk Profiling, Switching Analysis, Tax Optimisation
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Photo of Seven Investment Management (7IM)
Home 3rd Floor, 55 Bishopsgate, London EC2N 3AS United Kingdom Work Phone: 020 7760 8777 Website: www.7im.co.uk
Categories: Cash Flow Modelling, Client Portal, Financial Planning
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Photo of Sharesight
Home United Kingdom Website: www.sharesight.com/uk
Categories: Portfolio Monitoring
Updated 10 months ago. Return to top.
Photo of SideDrawer
Home Toronto, Ontario Canada Work Phone: Customer Support: 1-855-494-4485 Work Phone: Business Development: 1-855-663-7070 Website: www.sidedrawer.com