3
360 Dotnet
Work 360 Dotnet Unit 18B East Link Meridian Business Park Leicester LE19 1XW United Kingdom
Work Phone: 0116 2408621
Work Email: enquiries@360lifecycle.co.uk
Work Email: support@360lifecycle.co.uk
Mortgage Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Website: 360dotnet.co.uk
Categories: Client Portals, Mortgage Practice Management Systems, Practice Management System, Wealth Practice Management System
7
7iM
Home 3rd Floor, 55 Bishopsgate, London EC2N 3AS United Kingdom
Work Phone: 020 7760 8777
Work Email: information@7im.co.uk
Cash Flow/Financial Planning: Our Analysis
Website: www.7im.co.uk
Categories: Cash Flow Modelling, Client Portals, Financial Planning
A
A2Risk
Work 1 Fleet Place London England EC4M 7RA United Kingdom
Risk Profiling Tools: Our Analysis
Website: www.a2risk.com
Categories: Risk Profiling Tools
ABAKA
Work ABAKA Holdings Ltd Victoria Spaces – 25 Wilton rd Pimlico London SW1V 1LW United Kingdom
Website: abaka.me
Categories: Artificial Intelligence, Platform
AccountScore
Work Euston Tower, 286 Euston Rd, Kings Cross, London NW1 3DP United Kingdom
Work Phone: 020 7030 3000
Personal Email: emma.steeley@accountscore.com
Website: www.accountscore.com
Categories: Credit Risk Analysis, Mortgage Affordability
Acre Software
Home St Albans House 57-59 Haymarket St. James’s London SW1Y 4QX United Kingdom
Personal Email: info@acresoftware.com
Website: www.acresoftware.com
Categories: Client Onboarding, Client Portals, Fact Finding, Mortgage Affordability, Mortgage Application, Mortgage Client Management System, Mortgage Practice Management Systems, Mortgage Sourcing Systems
Ada Fintech
Work Runway East Bristol 1 Victoria St Redcliffe Bristol BS1 6AA United Kingdom
Work Phone: 020 7250 3331
Work Email: hello@adafintech.co.uk
Research Systems: Our Analysis
Website: adafintech.co.uk
Categories: Investment Analysis, Research Systems
Advantra Wealth
Work 1 Canada Square London E14 9HA United Kingdom
Work Email: contact@advantrawealth.com
Wealth Management Systems: Our Analysis
Website: www.advantrawealth.com
Categories: Artificial Intelligence, Risk Profiling Tools, Wealth Management Systems
Advice Intelligence
Work Level 6 37 Pitt St Sydney NSW 2000 Australia
Work Phone: 1300 242 384
Work Email: newbies@adviceintelligence.com
Website: www.adviceintelligence.com
Categories: Cash Flow Modelling, Client Relationship Manager, Financial Planning
Advice Revolution
Work 3 Spring St Sydney NSW 2000 Australia
Work Phone: 02 3813 8088
Work Email: contact@advicerevolution.com.au
Website: www.advicerevolution.com.au
Categories: Client Onboarding, Fact Finding
AdviceBridge
Work 3 Lloyd’s Ave London EC3N 3DS United Kingdom
Work Phone: +44 203 925 3850
Work Email: hello@advicebridge.com
Wealth Management Systems: Our Analysis
Website: www.advicebridge.com
Categories: Wealth Management Systems
Advicefront
Work FNZ Labs 67 Lombard Street London EC3V 9LJ United Kingdom
Work Email: info@advicefront.com
Cash Flow/Financial Planning: Our Analysis
Website: advicefront.com
Categories: Cash Flow Modelling, Client Onboarding, Financial Planning
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 Portals, Financial Planning, Practice Management System
AdviceObjects
Work 32 Threadneedle St London EC2R 8AY United Kingdom
Work Phone: +44 20 3740 3940
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Cash Flow/Financial Planning: Our Analysis
Website: adviceobjects.com
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Practice Management System, Wealth Practice Management System
Advise Wise
Work Advise Wise Limited 3175 Century Way Leeds LS15 8ZB United Kingdom
Work Phone: 0333 050 8771
Work Email: hello@advisewise.com
Equity Release Systems: Our Analysis
Website: advisewise.com
Categories: Equity Release Systems
Adviser Cloud
Work Nebular House 15 Waterloo Road Stalybridge Cheshire SK15 2AU United Kingdom
Work Phone: 03330 144 490
Work Email: enquiries@advisercloud.co.uk
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Website: advisercloud.co.uk
Categories: Client Portals, Practice Management System, Wealth Practice Management System
Adviser Portals
Work Portal House, 65 Dale Street, Milnrow, Rochdale, Lancashire OL16 3NJ United Kingdom
Work Phone: 0345 056 3477
Work Email: hello@adviserportals.co.uk
Website: www.adviserportals.co.uk
Categories: Adviser Website Design/Set Up
Adviser.ai
Categories: Lead Generation
Advisor Products
Home 333 Jericho Tpke Suite 119 Jericho NY 11753 United States of America
Home Phone: (888) 274-5755
Personal Email: info@advisorproducts.com
AdvisorStream
Work 86 Gloucester Pl Marylebone London W1U 6HP United Kingdom
Work Phone: 0808 271 1560
Work Email: info@advisorstream.com
Marketing & Client Engagement Systems: Our Analysis
Website: www.advisorstream.co.uk
Categories: Content Creation, Marketing Systems
Advisory World
Work United States of America
Work Phone: (800) 480-3888
Work Email: info@advisoryworld.com
Website: www.advisoryworld.com
Categories: Investment Analysis, Portfolio Analysis, Risk Profiling Tools
AgencyBloc
Categories: Client Relationship Manager
Aixigo
Work 41 Luke Street London EC2A 4AR United Kingdom
Work Phone: +49 (0)241 55 97 09-0
Work Email: info@aixigo.com
Website: https://www.aixigo.com/
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring
Akoni Hub
Home 86-90 Paul Street London England EC2A 4NE United Kingdom
Work Phone: 020 3920 7789
Work Phone: Marcus Neville: +44 792 639 6957
Work Email: marcus.neville@akonihub.com
Wealth Management Systems: Our Analysis
Website: www.akonihub.com
Categories: Cash Savings and Deposit Management, Wealth Management Systems
AlgoDynamix
Work 46 New Broad Street London EC2M 1JH United Kingdom
Website: www.algodynamix.com
Categories: Risk Profiling Tools
Allvue
Work Becket House 7th Floor 36 Old Jewry London EC2R 8DD United Kingdom
Work Phone: +44 (0) 203 540 8660
Work Email: salesenquiries@allvuesystems.com
Website: www.allvuesystems.com
Categories: Client Portals, Client Relationship Manager, Compliance, Portfolio Management, Portfolio Monitoring, Research Systems
Ammonite
Work Office 18 64 – 66 Wingate Square London SW4 0AF United Kingdom
Work Phone: 020 3434 2718
Work Email: contact@ammonitewealth.com
Report Generation Software: Our Analysis
Website: www.ammonitewealth.com
Categories: Report Generation Software
Answers in Retirement (AIR) Sourcing
Work Southgate House Southgate Street Gloucestershire Gloucester GL1 1UD United Kingdom
Work Phone: 0800 294 5097
Work Email: sourcing.enquiries@airlaterlife.co.uk
Equity Release Systems: Our Analysis
Website: airsourcing.co.uk
Categories: Equity Release Systems
Apricity
Work Apricity Compliance Ltd Whessoe Technology Centre Alderman Best Way Darlington DL1 4WB United Kingdom
Work Phone: 01325 952 969
Work Email: hello@apricitycompliance.co.uk
RegTech Systems: Our Analysis
Website: apricitycompliance.co.uk
Categories: Compliance, RegTech Systems
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: RegTech Systems
Asendium
Work Level 3 478 George Street Sydney NSW 2000 Australia
Work Email: contactus@asendium.com
Website: www.asendium.com
Categories: Fact Finding, RegTech Systems
Asset-Map
Work 225 Arch Street First Floor Philadelphia PA 19106 United States of AmericaWork United Kingdom
Work Phone: 888-664-8850
Work Email: Support@asset-map.com
Website: Main Website
Website: UK Website
Categories: Client Engagement, Financial Planning, Report Generation Software
Assyst Software & Consultancy Ltd
Home Alchornes House Basset Down Wiltshire SWINDON SN4 9QP United Kingdom
Work Phone: 01793 845511
Work Email: contact-us@assyst-software.co.uk
Website: assyst-software.com
Categories: Client Relationship Manager, Practice Management System
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 Systems, RegTech Systems, Report Generation Software
ATEB Suitability
Home Evolve Business Centre Cygnet Way Houghton le Spring Durham DH4 5QY United Kingdom
Work Phone: +44 (0) 191 338 8177
Work Email: info@atebsuitability.co.uk
Report Generation Software: Our Analysis
Website: www.atebsuitability.co.uk
Categories: Report Generation Software
Avaloq
Work 3rd Floor, 2 Copthall Ave, London EC2R 7DA United Kingdom
Work Phone: 020 7796 3587
Website: www.avaloq.com
Categories: Client Portals
Aveni
Home United Kingdom
Work Phone: 0333 016 5242
Work Email: info@aveni.ai
RegTech Systems: Our Analysis
Website: https://aveni.ai/
Categories: Artificial Intelligence, Compliance, RegTech Systems, Speech Analytics
B
Batsoftware
Work Unit 1.7 Andovesford Business Park GL54 4LB United Kingdom
Work Phone: 0560 306 9892
RegTech Systems: Our Analysis
Website: batsoftware.co.uk
Categories: RegTech Systems
Be-IQ
Work 86-90 Paul St, London EC2A 4NE United Kingdom
Work Email: info@beiq.com
Risk Profiling Tools: Our Analysis
Website: www.beiq.co.uk
Categories: Risk Profiling Tools
Benchmark Capital
Work Holmwood House Broadlands Business Campus Langhurstwood Road Horsham West Sussex RH12 4QP United Kingdom
Work Phone: 01403 334411
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Website: www.benchmarkcapital.co.uk
Categories: Client Portals, Personal Financial Management, Practice Management System, Wealth Practice Management System
Betterment
Work Betterment LLC 8 W. 24th Street, 6th Floor New York, NY 10010 United States of America
Home Phone: (718) 400-6898
Work Email: support@betterment.com
Website: www.betterment.com
Categories: Investment Platform, Wealth Management Systems
Beyond Encryption
Work Beyond Encryption, PO Box 735, Fareham PO14 9RD United Kingdom
Work Phone: 020 8123 4546
Work Email: sales@beyondencryption.com
Secure Communication Systems: Our Analysis
Website: www.beyondencryption.com
Website: Mailock – Secure Email
Website: Nigel – Document Concierge
Website: AssureScore – Crowd ID
Categories: Client Identity, Cyber & Data Security, Document Management, E-mail Encryption, Secure Communication Systems
BlackCloak
Work Orlando Florida United States of America
Website: blackcloak.io
Categories: Cyber & Data Security
Bluecoat Software
Work 90 Long Acre Covent Garden London WC2E 9RA United Kingdom
Work Phone: 0845 226 0720
Work Email: info@bluecoatsoftware.com
Website: bluecoatsoftware.com
Categories: Practice Management System
BrokerIQ
Work Floor 1, 3-5 Commercial Court Belfast United Kingdom
Cell Phone: 07851237192
Work Email: joanne@brokeriq.co.uk
Client Portals: Our Analysis
Website: www.brokeriq.co.uk
Categories: Client Onboarding, Client Portals, Life Insurance/Protection
Bucket Bliss
Work 1725 E 1450 S, Clearfield, UT 84015, United States of America
Home Phone: 1-888-799-4328
Cash Flow/Financial Planning: Our Analysis
Website: www.bucketbliss.com
Categories: Cash Flow Modelling, Financial Planning, Retirement Planners
C
CAIS
Work 527 Madison Avenue 2nd Floor New York NY 10022 United States of America
Work Phone: +1 (855) 844-2247
Work Email: info@caisgroup.com
Website: www.caisgroup.com
Categories: Investment Platform, Platform
Capacity
Work St. Louis, Missouri United States of America
Work Email: sales@capacity.com
Website: www.capacity.com
Categories: Artificial Intelligence
CashCalc
Work Waterside Court, 12 Albany St, Newport NP20 5NT United Kingdom
Work Phone: 0333 300 3489
Work Email: info@cashcalc.co.uk
Cash Flow/Financial Planning: Our Analysis
Client Portals: Our Analysis
Website: www.fefundinfo.com/fe-cashcalc
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Secure File Sharing
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
Catchlight
Categories: Artificial Intelligence, Client Engagement, Lead Generation
Centology
Work Centology Ltd Unit 2 Queen Street Emsworth Hampshire PO10 7BT United Kingdom
Work Phone: 0345 646 1055
Work Email: info@centology.io
Website: www.centology.co.uk
Categories: Client Onboarding, Client Relationship Manager, Document Management
Certua
Work 4th Floor, 64 Great Eastern Street, London EC2A 3QR United Kingdom
Work Phone: 020 3962 0795
Work Email: contact@certua.io
Website: www.certua.io
Categories: Bank Transaction Categorisation, Credit Risk Analysis, Life Insurance/Protection, Mortgage Affordability, Product Research, Research Systems
CIExpert
Work CIExpert Ltd 1st Floor 271 High Street Berkhamsted Herts HP4 1AA United Kingdom
Work Phone: +44 (0) 203 771 4607
Work Email: contact@ciexpert.co.uk
Research Systems: Our Analysis
Website: ciexpert.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Research Systems
Clarity
Work Poplars Farm Walsall Road Springhill Lichfield WS14 0BY United Kingdom
Work Phone: 07500 993999
Work Email: info@clarity-software.co.uk
Website: www.clarity-software.co.uk
Categories: Fact Finding, Report Generation Software
Clarity AI
Work 10 York Rd London SE1 7ND United KingdomWork 609 Greenwich St Floor 4 New York NY 10014 United States of America
Work Email: solutions@clarity.ai
Website: clarity.ai
Categories: Artificial Intelligence, ESG, Risk Profiling Tools
Clever Adviser
Work Watergate House Watergate St Chester CH1 2LF United Kingdom
Work Phone: 01244 346343
Work Email: mail@cleveradviser.com
Portfolio Analysis: Our Analysis – Clever Adviser
Portfolio Analysis: Our Analysis – Clever Adviser Model Portfolio Service
Website: cleveradviser.com
Categories: Portfolio Analysis, Portfolio Management, Product Research
Click2Check
Home Click2Check Ltd, Phoenix House Pyrford Road, West Byfleet Surrey KT14 6RA United Kingdom
Home Phone: 01932 548888
Work Email: sales@click2check.com
RegTech Systems: Our Analysis
Website: www.click2check.com
Categories: Client Identity, Credit Risk Analysis, RegTech Systems
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 Systems, Tax Optimisation
Collidr
Work 34 Southwark Bridge Road London SE1 9EU United Kingdom
Work Phone: +44(0)808 281 2900
Work Email: hello@collidr.com
Website: collidr.com
Categories: Portfolio Management, Report Generation Software, Workflows
Comarch
Home 52 Grosvenor Gardens, Belgravia, London SW1W 0AU
Work Phone: 020 7467 8700
Work Email: info@comarch.com
Wealth Management Systems: Our Analysis
Website: www.comarch.com
Categories: Client Portals, Financial Planning, Wealth Management Systems
Comentis
Categories: Financial Vulnerability Assessment, Mental Capacity Assessment
Competent Adviser
Work Stiles House Moorhurst Lane South Holmwood Dorking Surrey RH5 4LJ United Kingdom
Work Phone: 01306 711 956
Work Email: enquiries@competentadviser.com
Website: www.competentadviser.com
Categories: Compliance, RegTech Systems
Compliance Star
Work 2nd Floor 4 St. Paul’s Churchyard London EC4M 8AY United Kingdom
Work Phone: 0203 859 0056
Work Email: sales@compliancestar.co.uk
Website: compliancestar.co.uk
Categories: RegTech Systems
Concenter Services & XLR8
Work P.O. Box 941968 Plano TX 75094 United States of America
Work Phone: (877) 513-3862
Work Email: info@concenterservices.com
Website: xlr8crm.com
Categories: Client Relationship Manager
Conneqtor
Home 1910 Thomes Ave Cheyenne WY 82001 United States of America
Conquest Planning
Work For UK enquiries, please contact Fidelity Adviser Services at link below United KingdomWork 330 St Mary Ave 800, Winnipeg Manitoba R3C 3Z5 CanadaWork United States of America
Cash Flow/Financial Planning: Our Standard Analysis
Reports: Read Our Detailed Report
Website: www.conquestplanning.com
Website: Conquest Planning UK Enquiries
Categories: Cash Flow Modelling, Financial Planning
Contact State
Work Salatin House 19 Cedar Road, Sutton London SM2 5DA United Kingdom
Work Phone: 07515905536
Work Email: support@contactstate.com
Website: www.contactstate.com
Categories: Lead Generation
Contengo
Work Hillview Lodge Hill Abingdon Oxfordshire OX14 2JA United Kingdom
Work Phone: 01865 735705
Work Email: louisa.southey@contengo.net
Client Portals: Our Analysis
Website: contengo.net
Categories: Client Portals, Practice Management System
corfinancial
Work 2nd Floor 28-30 Cornhill London EC3V 3NF United Kingdom
Work Phone: +44 (0) 203 848 4250
Work Email: info@corfinancialgroup.com
Website: www.corfinancialgroup.com
Categories: Accounting, ESG, Risk Profiling Tools, Trading
Creativemass
WealthConnect
Work 18 Oliver Ln Level 6 Melbourne Victoria 3000 Australia
Work Email: info@creativemass.com
Website: www.creativemass.com
Categories: Client Relationship Manager
Credo Wealth
Work 8-12 York Gate 100 Marylebone Road London NW1 5DX United Kingdom
Work Phone: +44 (0)20 7968 8300
Work Email: info@credogroup.com
Website: www.credogroup.com
Categories: Platform, Research Systems, Risk Profiling Tools, Trading
Croesus
Home 600 Armand-Frappier Boulevard Laval Québec H7V 4B4 Canada
Website: https://www.croesus.com/
D
d1g1t
Work d1g1t Inc 366 Adelaide St W unit 704 Toronto ON M5V 1R9 Canada
Work Email: getintouch@d1g1t.com
Website: www.d1g1t.com
Categories: Platform, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
DASH
Work Level 3 157 Walker Street North Sydney NSW 2060 Australia
Work Phone: 1300 726 008
Work Email: support@dash.com.au
Work Email: clientservices@dash.com.au
Website: dash.com.au
Categories: Client Relationship Manager, Document Management, Platform, Workflows
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 Systems
DD Hub
Home Office 7 35-37 Ludgate Hill London EC4M 7JN United Kingdom
Home Phone: 020 3633 2185
Personal Email: info@ddhub.co.uk
Research Systems: Our Analysis
Website: https://www.ddhub.co.uk/
Categories: Product Research, Research Systems
Defaqto
Work Unit 12 Haddenham Business Park Haddenham Buckinghamshire HP17 8LJ United Kingdom
Work Phone: Sales: 01844 295 546
Work Phone: Customer support and training: 01844 295 544
Work Phone: General enquiries: 01844 295 454
Work Email: sales@defaqto.com
Work Email: customersupport@defaqto.com
Cash Flow/Financial Planning: Our Analysis
Risk Profiling Tools: Our Analysis
Portfolio Rebalancing: Our Analysis
Switching Analysis: Our Analysis
Research Systems: Our Analysis
Website: www.defaqto.com
Categories: Cash Flow Modelling, Financial Planning, Life Insurance/Protection Product Research, Portfolio Rebalancing, Product Research, Research Systems, Risk Profiling Tools, Switching Analysis
DeliverySlip
Work 1101 Gulf Breeze Pkwy Suite 200 Gulf Breeze, FL 32561 FL 32561 United States
Work Email: sales@deliveryslip.com
Work Email: support@deliveryslip.com
Website: www.deliveryslip.com
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems
Digital Clipboard
Work 70 Wilson Street London England EC2A 2DB United Kingdom
Categories: Client Onboarding, Fact Finding
Digital Wealth Solutions Limited
Home Digital Wealth Solutions Limited Eagle Tower Montpellier Drive Cheltenham GL50 1TA
Work Email: contact@digitalwealthsolutions.co.uk
Client Portals: Our Analysis
Website: www.digitalwealthsolutions.co.uk
Categories: Adviser Website Design/Set Up, Client Portals, Document Management, E-Signature, Practice Management System, Secure Communication Systems, Secure File Sharing, Wealth Management Systems
Digital Wealth Systems
Home Manchester United Kingdom
Work Phone: 03330 156 350
Work Email: HELLO@DIGITALWEALTHSYSTEMS.CO.UK
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Website: www.digitalwealthsystems.co.uk
Categories: Client Portals, Portfolio Management, Wealth Practice Management System
Dion Global
Work Enkalon House, 86-92 Regent Rd, Leicester LE1 7DD United Kingdom
Work Phone: 01162335050
Work Email: connect@dionglobal.com
Website: www.dionglobal.com
Categories: Wealth Management Systems
Direct Life & Pensions – Life Quote
Work LifeQuote Friars Gate House 52A East St Chichester PO19 1JG United Kingdom
Work Phone: 01243 791199
Work Email: info@lifequote.co.uk
Quotation Portals: Our Analysis
Website: home.lifequote.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals
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: E-Signature
docVinci
Home United Kingdom
Work Phone: 0191 816 0639
Work Email: ciao@docvinci.co.uk
Website: www.docvinci.co.uk
Categories: Adviser Website Design/Set Up, Marketing Systems
Dorsum
Categories: Client Portals, Financial Planning, Portfolio Analysis, Report Generation Software
durell
Home Collar Factory 112 St Augustine Street Taunton Somerset Somerset TA1 1QN United Kingdom
Work Phone: 01823 326324
Work Email: enquiries@durell.co.uk
Website: www.durell.co.uk
Categories: Client Relationship Manager
Dynamic Planner
Work Distribution Technology Sovereign House Vastern Road Reading RG1 8BT United Kingdom
Work Phone: 0333 6000 500
Work Email: sales@dynamicplanner.com
Work Email: support@dynamicplanner.com
Work Email: accounts@dynamicplanner.com
Cash Flow/Financial Planning: Our Analysis
Client Portals: Our Analysis
Risk Profiling Tools: Our Analysis
Website: www.dynamicplanner.com
Categories: Client Portals, Financial Planning, Portfolio Management, Product Research, Report Generation Software, Research Systems, Risk Profiling Tools
E
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: Client Relationship Manager, Life Insurance/Protection Product Research, Research Systems
Egress
Work 12th Floor White Collar Factory 1 Old Street Yard Old Street London EC1Y 8AF United Kingdom
Work Phone: 0844 8000 172
Work Email: info@egress.com
Secure Communication Systems: Our Analysis
Website: www.egress.com
Categories: E-mail Encryption, Secure Communication Systems
Elen
Home Sophia House 28 Cathedral Road Cardiff CF11 9LJ United Kingdom
Work Email: contact@wibl.co
Website: www.elen.co
Categories: Client Portals, Client Relationship Manager, Document Management, E-Signature, File Sharing, Practice Management System, Regulatory Reporting, Report Generation Software, Secure File Sharing, Wealth Management Administration
eligible
Work 5th Floor Lector Court 151-153 Farringdon Road London EC1R 3AF United Kingdom
Work Email: hello@eligible.ai
Website: eligible.ai
Categories: Client Engagement, Client Portals, Content Creation, Marketing Systems
EnlightenESG
Home London United Kingdom
Work Phone: +44 (0)20 3970 3100
Work Email: hello@enlightenesg.com
Website: www.enlightenesg.com
Categories: ESG, Sustainable Fact-Find
Envizage
Work International House 142 Cromwell Road Kensington London SW7 4EF United Kingdom
Work Phone: +44 79 01 88 88 66
Work Email: contact-us@envizage.me
Website: www.envizage.me
Categories: Financial Planning
Equiniti
Work Equiniti Broadgate Tower Primrose Street London EC2A 2EW United Kingdom
Website: www.equiniti.com
Categories: Portfolio Management, RegTech Systems, Trading
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 Portals, Client Relationship Manager, Wealth Management Systems
Eton Solutions
Work 2250 Perimeter Park Drive Suite 150 Morrisville NC 27560 United States of America
Work Phone: 919.595.8180
Work Email: info@eton-solutions.com
Website: eton-solutions.com
Categories: Platform, Wealth Management Administration, Wealth Management Systems
EV
Home Benyon House, Newbury Business Park, Newbury RG14 2PZ United KingdomHome 50 Liverpool Street London EC2M 7PY
Work Phone: 01635881180
Work Email: contact@ev.uk
Risk Profiling Tools: Our Analysis
Cash Flow/Financial Planning: Our Analysis
Website: www.ev.uk
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling Tools
F
FA Solutions
Home Birchin Court 20 Birchin Lane London EC3V 9DU United Kingdom
Home Phone: 020 3633 2185
Work Email: info@ddhub.co.uk
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 Systems
Feedsy
Work Australia
Work Phone: 0423 020 190
Marketing & Client Engagement Systems: Our Analysis
Website: www.feedsy.info
Categories: Marketing Systems
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 Systems, Tax Optimisation
Fiduciary Exchange LLC (FIDx)
Work 1000 Chesterbrook Blvd Suite 135 Berwyn PA 19312 United States of America
Work Phone: 877-554-FIDx
Work Email: info@fid-x.com
Website: www.fid-x.com
Categories: Life Insurance/Protection, Platform, Retirement Planners
Figlo
Work Dorpsstrat 151-155 2903 LA Capelle a/d lJssel The Netherlands
Work Phone: 010-2646666
Work Email: info@figlo.com
Cash Flow/Financial Planning: Our Analysis
Website: www.figlo.com
Categories: Cash Flow Modelling, Financial Planning
Filehaven
Work 1st Floor 8 Arnside Road Waterlooville Hampshire PO7 7UP United Kingdom
Work Phone: 023 9200 6355
Work Email: hello@filehaven.co.uk
Secure Communication Systems: Our Analysis
Website: filehaven.co.uk
Categories: Secure Communication Systems
Fin365
Work Studio 1, 2-6 Rutland St, Geelong, VIC, 3220 Australia
Work Phone: 1300 346 365
Work Email: info@fin365.com.au
Website: www.fin365.com.au
Categories: Client Portals, Client Relationship Manager, Practice Management System, Workflows
Finaeo
Work 1087 Queen St W Suite 400, Toronto, ON M6J 1H3, Canada
Work Phone: 416-639-1739
Work Email: hello@finaeo.com
Website: www.finaeo.com
Categories: Life Insurance/Protection, Life Insurance/Protection Administration, Practice Management System, Quotation Portals
Finalytiq
Home Suite 5 Phoenix House, Christopher Martin Rd, Basildon, Essex SS14 3EZ United Kingdom
Work Phone: 01268 502 454
Work Email: hello@finalytiq.co.uk
Website: www.finalytiq.co.uk
Categories: Cash Flow Modelling
Finametrica
Contact: Brod Whiting
Home United Kingdom
Cell Phone: +44 (0) 7445 237006
Work Email: brod.whiting@morningstar.com
Work Email: support@finametrica.com
Risk Profiling Tools: Our Analysis
Website: www.riskprofiling.com
Categories: Risk Profiling Tools
Financial Mappers
Work Financial Mappers PO Box 133 Hamilton, QLD 4007 Australia
Work Phone: 1300 162 945
Work Email: admin@financialmappers.com.au
Website: www.financialmappers.com.au
Categories: Cash Flow Modelling
Financial Tech Tools
Home Vancouver BC V6Z 2V9 Canada
Work Phone: (778) 895-6978
Work Email: Angelina@FinancialTechTools.ca
Website: www.financialtechtools.ca
Categories: Adviser Website Design/Set Up, Content Creation, Lead Generation, Marketing Systems
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
Work Email: sales@fincalc.co.uk
Client Portals: Our Analysis
Cash Flow/Financial Planning: Our Analysis
Website: www.fincalc.co.uk
Categories: Cash Flow Modelling, Client Portals, Transvas Profiler
FinDock
Work Nevelgaarde 20K 3436 ZZ Nieuwegein The Netherlands
Website: findock.com
Categories: Payments Management
Finicity
Work 434 West Ascension Way Suite, #200 Salt Lake City, UT 84123 United States of America
Work Email: business.development@finicity.com
Website: www.finicity.com
Categories: Integration Hub
FINMASON INC
Work 2 Oliver Street Suite 607 Boston MA 02109 United States of America
Website: www.finmason.com
Categories: Wealth Management Administration, Wealth Management Systems
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
Work Email: info@finova.tech
Client Portals: Our Analysis
Mortgage Practice Management Systems: Our Analysis – Finova
Mortgage Practice Management Systems: Our Analysis – Finova Lite
Website: www.finova.tech
Categories: Client Portals, Client Relationship Manager, Mortgage Practice Management Systems, Practice Management System
Fintegrate
Work Unit 1, Guest House Farm Runshaw Lane Chorley Lancashire PR7 6HD United Kingdom
Wealth Management Systems: Our Analysis
Website: fintegrate.co.uk
Categories: Portfolio Analysis, Wealth Management Systems
Fintuity
Home 128 City Road London EC1V 2NX United Kingdom
Work Phone: +44 1274 003920
Work Email: support@fintuity.com
Website: https://fintuity.com/
Flagstone Investment Management
Home 17th Floor, New Zealand House, 80 Haymarket, St. James’s, London SW1Y 4TE United Kingdom
Work Phone: 0203 745 8139
Work Email: info@flagstoneim.com
Wealth Management Systems: Our Analysis
Website: flagstoneim.com
Categories: Cash Savings and Deposit Management, Wealth Management Systems
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
Flourish
Work 60 Madison Ave 11th fl New York NY 10010 United States of America
Work Phone: (833) 808-5700
Work Email: support@flourish.com
Website: www.flourish.com
Categories: Cash Savings and Deposit Management, Platform, Trading
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
Work Email: sales@flyerft.com
Website: flyerft.com
Categories: Trading
Flyingboat
Home Fusion Systems Limited, The Foundry, Huberts Lane Doyle Road, St Peter Port Guernsey GY1 1RG Channel Islands
Work Phone: 01481 721031
Work Email: enquiry@fusion-systems.com
Website: www.flyingboatsoftware.com
Categories: Accounting, Portfolio Management, Trading, Wealth Management CRM, Wealth Management Systems
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 Systems
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 Portals, Financial Planning, Research Systems, Risk Profiling Tools, Wealth Management Systems
Focus Solutions – Focus:360
Categories: Practice Management System, Wealth Practice Management System
Focus Solutions – Focus:Wealth
Home United Kingdom
Work Phone: 01926 468 300
Website: www.focus-solutions.co.uk/products/focuswealth
Categories: Wealth Management CRM, Wealth Management Systems
Focus Solutions – Now:Advise
Home United Kingdom
Website: www.focus-solutions.co.uk/products/nowadvise/
Categories: Client Portals, Equity Release Systems, Practice Management System, Wealth Practice Management System
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
Focus Solutions – Now:Share
Home United Kingdom
Work Phone: 01926 468 300
Website: www.focus-solutions.co.uk/products/nowshare-co-browsing
Categories: Client Portals, Screensharing
Four Eyes Financial
Home 89 Canterbury St #503 Saint John NB E2L 2C7 Canada
Home Phone: +1 506-719-0077
Personal Email: info2020@foureyes.financial
Website: https://foureyes.financial/
Fourth Line
Work Level 2 545 King Street West Melbourne Victoria 3003 Australia
Work Phone: 1300 453 153
Work Email: info@fourth-line.com.au
Website: fourth-line.com.au
Categories: Compliance
FP Alpha
Categories: Artificial Intelligence, Financial Planning, Platform
fpPathfinder
Home Farmington United States of America
Work Email: support@fppathfinder.com
Website: www.fppathfinder.com
Categories: Workflows
FTRC – Digital Wealth Insights
Work United House North Road London N7 9DP United Kingdom
Work Phone: 020 3740 0000
Work Email: info@ftrc.co.uk
Website: www.digitalwealthinsights.com
Categories: Product Research
FTRC – ProtectionGuru
Work United House North Road London N7 9DP United Kingdom
Work Phone: 020 3740 0000
Work Email: info@ftrc.co.uk
Website: www.protectionguru.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research
FTRC – Quality Analyser
Home United House North Road London N7 9DP United Kingdom
Work Phone: 020 3740 0000
Work Email: info@ftrc.co.uk
Website: www.qualityanalyser.com
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Research Systems
Fundata
Home 38 Lesmill Road Toronto Ontario M3B 2T5 Canada
Home Phone: 1 (888) 328-9174
Work Email: sales@fundata.com
Website: https://www.fundata.com/
Fundment
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
FundSense
Work 71-75 Shelton Street London WC2H 9JQ United Kingdom
Work Phone: +44 (0) 203 290 3990
Work Email: info@fundsense.io
Website: www.fundsense.io
Categories: Artificial Intelligence, Document Analytics
Futureform
Home London United Kingdom
Work Email: info@futureform.uk
Wealth Practice Management Systems: Our Analysis
Website: futureform.uk
Categories: Client Relationship Manager, Salesforce Implementations
FutureVault
Home 154 University Ave Suite 601 Toronto Ontario M5H 3Y9 Canada
Home Phone: 1-844-538-2858
E-Signature, Document Processing & Storage: Our Analysis
Website: www.futurevault.com
Categories: Document Management
G
GB Group
Work 128 Queen Victoria Street London EC4V 4BJ United Kingdom
Work Phone: +44 (0) 124 465 7333
Work Email: enquiries@gbgplc.com
Website: www.gbgplc.com
Categories: Anti Money Laundering
Genovo
Home Suite 8, Sabrina House, Sabrina Court, Shrewsbury SY3 7BF United Kingdom
Work Phone: 01743 730 010
Work Email: hello@genovo.co.uk
Report Generation Software: Our Analysis
Website: www.genovo.co.uk
Categories: Report Generation Software
Genpact
Work 5th Floor, 5 Merchant Square, Paddington, London W2 1AY United Kingdom
Website: www.genpact.com
Categories: Portfolio Monitoring, Trading
Glia
Home United States of America
Website: www.glia.com
Categories: Client Relationship Manager, Co-Browsing, Marketing Systems, Screensharing
Grendel
Home United States of America
Work Phone: 888-824-4477
Work Email: sales@grendel.com
Website: www.grendel.com
Categories: Client Portals, Client Relationship Manager
H
HALO Technologies
Work Level 14 360 Collins Street Melbourne VIC 3000 Australia
Work Phone: 0481 003 292
Work Email: hello@halo-technologies.com
Website: www.halo-technologies.com
Categories: Investment Analysis, Investment Platform
Hearsay Systems
Work 600 Harrison St Suite 120 San Francisco CA 94107 United States of America
Work Phone: +1.844.556.4396
Work Email: contact@hearsaycorp.com
Website: www.hearsaysystems.com
Categories: Adviser Website Design/Set Up, Client Engagement, Compliance, Marketing Systems
Hivrs
Home Level 2 14-20 Aerodrome Rd Maroochydore QLD 4558 Australia
Work Phone: +61 (7) 3053 5263
Work Email: hello@hivrs.com
Website: hivrs.com
Categories: Client Onboarding, Workflows
Holistiplan
Work College Station TX 77845 United States of America
Website: www.holistiplan.com
Categories: Tax Optimisation
Hourglass TIPS
Home United Kingdom
Work Phone: 01752 600626
Work Email: admin@HourglassSoftware.co.uk
Wealth Practice Management Systems: Our Analysis
Website: www.hourglasssoftware.co.uk
Categories: Practice Management System, Wealth Practice Management System
HUB Financial Solutions
Work United Kingdom
Work Phone: 01737 233413
Quotation Portals: Our Analysis
Website: www.hubfinancialsolutions.co.uk
Categories: Quotation Portals, Research Systems
Hubly
Work Vancouver British Columbia Canada
Work Phone: +1 888-329-0276
Work Email: hello@myhubly.com
Website: www.myhubly.com
Categories: Practice Management System
Hubwise
Work Waverley Court, Wiltell Road, Lichfield WS14 9ET United Kingdom
Website: www.hubwise.co.uk
Categories: Platform
HUG HUB
Work Gossard House, 5th Floor 7 Savile Row London W1S 3PE United Kingdom
Work Phone: 020 3633 0100
Work Email: enquiries@hughub.co.uk
Website: https://hughub.co.uk/
Categories: Client Engagement, Client Onboarding, Client Relationship Manager, Life Insurance/Protection
Hushmail
Work Hush Communications Canada Inc. Suite 360 580 Hornby Street Vancouver BC V6C 3B6 Canada
Work Phone: +1-877-533-4874
Secure Communication Systems: Our Analysis
Website: www.hushmail.com
Categories: Cyber & Data Security, E-mail Encryption, File Sharing, Secure Communication Systems, Secure File Sharing
I
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
Work Email: hari@icoverinsure.com
Work Email: nicole@icoverinsure.com
Website: icoverinsure.com
Categories: Underwriting
IFA Dataflow
Work County House Bayshill Rd Cheltenham GL50 3BA United Kingdom
Work Phone: +44 (0) 1242 787987
Work Email: enquiries@ifadataflow.co.uk
Website: www.ifadataflow.co.uk
Categories: Income Reconciliation
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
iFactFind
Work 767A Nicholson St PO Box 560 Carlton North VIC 3054 Australia
Work Phone: 1300 0 78577
Work Email: team@ifactfind.com.au
Website: ifactfind.com.au
Categories: Client Onboarding, Fact Finding
ifaDASH
Work United Kingdom
Business Performance & Operational Management: Our Analysis
Website: www.ifadash.com
Categories: Business Performance & Operational Management, RegTech Systems
Implemented Portfolios
Work Level 10 60 Carrington Street Sydney NSW 2000 Australia
Work Phone: +61 2 9164 9800
Work Email: info@implementedportfolios.com.au
Website: implementedportfolios.com.au
Categories: Investment Platform, Portfolio Analysis, Portfolio Management, Portfolio Monitoring
Income Conductor
Indyfin
Work 1722 Routh St Suite 900 Dallas TX 75201 United States of America
Work Phone: (833) 463-9346
Work Email: info@indyfin.com
Website: www.indyfin.com
Categories: Financial Adviser Research & Review, Investor Experience Platform
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
Work Email: info@insigniscash.com
Website: www.insigniscash.com
Categories: Cash Savings and Deposit Management
Insurian
Work 85 Great Portland Street London W1W 7LT United Kingdom
Website: insurian.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Administration
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
intelliflo
Work Wellington House 60-68 Wimbledon Hill Road London SW19 7PA United Kingdom
Work Phone: 0330 102 8400
Work Email: info@intelliflo.com
Work Email: sales@intelliflo.com
Work Email: training@intelliflo.com
Cash Flow/Financial Planning: Our Analysis
Client Portals: Our Analysis
Personal Financial Management: Our Analysis
Portfolio Analysis: Our Analysis
Mortgage Practice Management Systems: Our Analysis
Wealth Practice Management Systems: Our Analysis
Website: www.intelliflo.com
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Mortgage Practice Management Systems, Personal Financial Management, Portfolio Analysis, Practice Management System, Wealth Practice Management System
IntelliTeq
Work Email: info@intelliteq.co.uk
Website: www.intelliteq.co.uk
Categories: Client Engagement, Client Relationship Manager
InterGen Data
Work 5600 Tennyson Parkway, Suite 335 Plano, Texas 75093 United States of America
Work Fax: (972) 833-2820
Work Email: info@intergendata.com
Cash Flow/Financial Planning: Our Analysis
Website: www.intergendata.com
Articles: INTERGEN DATA – “DAVID – DIGITAL ADVICE VIA DEMOGRAPHICS”
Articles: VIEWS FROM FINOVATE FALL: INTERGEN DATA
Categories: Artificial Intelligence, Cash Flow Modelling, Financial Planning, Machine Learning, Product Research, Research Systems
Investcloud
Work 77 Shaftesbury Ave, Soho, London W1D 5DU United Kingdom
Work Phone: 020 3826 8510
Work Email: sales@investcloud.com
Wealth Management Systems: Our Analysis
Website: www.investcloud.com
Categories: Accounting, Client Portals, Trading, Wealth Management Systems
InvestGlass
Categories: Client Portals, Client Relationship Manager, Marketing Systems, Portfolio Management
InvestSuite
Work Northumberland House 8 Northumberland Avenue London WC2N 5BY United Kingdom
Work Phone: +44 7305 70 40 54
Work Email: hello@investsuite.com
Website: www.investsuite.com
Categories: Investment Analysis, Investment Platform, Platform, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
iPipeline
Work 3rd Floor, Montpellier House, Montpellier Dr, Cheltenham GL50 1TY United Kingdom
Work Phone: 0345 408 4022
Work Email: uk.salesteam@iPipeline.com
E-Signature, Document Processing & Storage: Our Analysis
Quotation Portals: Our Analysis
Website: Home
Website: SolutionBuilder – Life Insurance/Protection Product Research
Website: AlphaTrust – e-Signature and Document Process
Categories: E-Signature, Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals, Research Systems, Secure File Sharing
Iress
Work Level 7 45 King William Street London EC4R 9AN United Kingdom
Work Phone: 0345 068 3000
Work Email: sales@iress.com
Wealth Practice Management Systems: Our Analysis
Mortgage Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Cash Flow/Financial Planning: Our Analysis – Iress Xtools
Cash Flow/Financial Planning: Our Analysis – Iress Xtools Engage
Cash Flow/Financial Planning: Our Analysis – Iress O&M Profiler ESP
Portfolio Analysis: Our Analysis
Portfolio Rebalancing: Our Analysis
Quotation Portals: Our Analysis
Mortgage Sourcing Systems: Our Analysis – Iress Trigold
Mortgage Sourcing Systems: Our Analysis – Iress Xplan Mortgage
Wealth Management Systems: Our Analysis – Iress Proquote
Wealth Management Systems: Our Analysis – Iress Viewpoint
Wealth Management Systems: Our Analysis – Iress Xplan Private Wealth Management
Equity Release Systems: Our Analysis
Website: www.iress.com
Categories: Cash Flow Modelling, Client Portals, Client Relationship Manager, Equity Release Systems, Financial Planning, Life Insurance/Protection, Life Insurance/Protection Product Research, Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems, Portfolio Analysis, Portfolio Rebalancing, Practice Management System, Quotation Portals, Research Systems, Switching Analysis, Wealth Management Systems, Wealth Practice Management System
J
Jacobi
Home United States of America
Work Email: info@jacobistrategies.com
Website: www.jacobistrategies.com
Categories: Cash Flow Modelling, Portfolio Analysis
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
Work Email: info@talkjcs.com
Website: www.talkjcs.com
Categories: Client Portals, Practice Management System
JustFA
Home JustFA Technology Limited 22 Dartmouth Street England London SW1H 9BP United Kingdom
Home Phone: 02078022298
Wealth Management Systems: Our Analysis
Website: justfa.uk
Categories: Wealth Management Systems
K
Kinherit
Work Kinherit Ltd Equinox South Bristol BS32 4QL United Kingdom
Work Phone: +44(0)117 302 1888
Work Email: info@kinherit.co.uk
E-Signature, Document Processing & Storage: Our Analysis
Website: www.kinherit.co.uk
Categories: Document Management
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 Systems, Research Systems
L
Lenderlink
Work 9-10 Neptune Court, Vanguard Way, Ocean Way, Cardiff, CF24 5PJ. United Kingdom
Work Phone: 0800 014 7797
Website: www.lenderlink.co.uk
Categories: Mortgage Sourcing Systems
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 Portals
LifeYield
Work 175 Federal Street, 7th Floor Boston MA 02110 United States of America
Work Email: info@lifeyield.com
Website: www.lifeyield.com
Categories: Tax Optimisation
LOGICLY
Work New York United States of America
Work Phone: 929-333-3023
Work Email: sales@etflogic.io
Website: logicly.finance
Categories: Compliance, Investment Analysis, Portfolio Management, Research Systems
Lumiant
Work Level 10 60 Carrington Street Sydney NSW 2000 Australia
Work Email: team@lumiant.com.au
Marketing & Client Engagement Systems: Our Analysis
Website: lumiant.com.au
Categories: Client Engagement, Client Onboarding, Fact Finding
M
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
Masttro
Categories: Client Portals, Platform
MeetAmi
Work MeetAmi Innovations Inc Unit 10 – 1275 West 6th Avenue Vancouver BC V6H 1A6 Canada
Work Email: info@amipro.ca
Website: www.amipro.ca
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
Micro Focus
Voltage SecureMail
Work Cambridge Business Park Milton Road Cambridge CB4 0WZ United Kingdom
Work Phone: +44-0-2890-260-000
Secure Communication Systems: Our Analysis
Website: www.microfocus.com
Website: www.microfocus.com/en-us/products/email-encryption-security
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems, Secure File Sharing
Mimecast
Work 1 Finsbury Avenue London EC2M 2PF United Kingdom
Work Phone: +44 (0)20 7847 8700
Work Email: info@mimecast.com
Website: www.mimecast.com
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems
MirrorWeb
Work Floor 11 Tower 12 18-22 Bridge Street Manchester M3 3BZ United KingdomWork Suite 14020 600 Congress Avenue Austin Texas 78701 United States of America
Work Phone: GB: +44 800 222 9200
Work Phone: US: +1 302‑597‑7350
Work Email: info@mirrorweb.com
Website: www.mirrorweb.com
Categories: Compliance, Email, Communications, Social Media & Website Archiving
Mitigo
Work Southgate 2 321 Wilmslow Road Cheadle Cheshire SK8 3PW United Kingdom
Work Phone: 0161 711 0201
Work Email: info@mitigogroup.com
Website: mitigogroup.com
Categories: Cyber & Data Security
Model Office
Work 50 Liverpool Street, London EC2M 7PY United Kingdom
Work Phone: 020 3005 5305
Work Email: info@model-office.co.uk
RegTech Systems: Our Analysis
Website: www.model-office.co.uk
Categories: RegTech Systems
Money Alive
Work Bedford Heights Brickhill Dr Bedford Bedfordshire MK41 7PH United Kingdom
Work Phone: 01904 403918
Work Email: sales@moneyalive.co.uk
RegTech Systems: Our Analysis
Website: www.moneyalive.co.uk
Categories: RegTech Systems
MoneyGaps
Categories: Client Onboarding, Client Relationship Manager, Fact Finding, Lead Generation, Report Generation Software
Moneyinfo
Work Forward House 17 High St Henley-in-Arden B95 5AA United Kingdom
Work Phone: 03303 600 300
Work Email: mail@moneyinfo.com
Client Portals: Our Analysis
Website: www.moneyinfo.com
Articles: MONEYINFO – “BRANDED CLIENT PORTALS AND APPS”
Articles: MONEYINFO
Categories: Client Portals, Personal Financial Management
Moneyscope
Work The Core Business Centre Milton Hill Abingdon Oxfordshire OX13 6AB United Kingdom
Cash Flow/Financial Planning: Our Analysis
Website: moneyscopehq.com
Categories: Cash Flow Modelling, Retirement Planners
Moody’s Analytics
Work United Kingdom
Website: www.moodysanalytics.com
Categories: Risk Profiling Tools
Morningstar
Work 55 City Rd, Old Street, London EC1Y 1HH United Kingdom
Work Phone: 020 3107 0000
Portfolio Analysis: Our Analysis – Morningstar Advisor Workstation
Portfolio Analysis: Our Analysis – Morningstar Model Marketplace
Portfolio Rebalancing: Our Analysis
Cash Flow/Financial Planning: Our Analysis
Client Portals: Our Analysis
Website: www.morningstar.co.uk/
Categories: Cash Flow Modelling, Client Portals, Portfolio Analysis, Portfolio Monitoring, Portfolio Rebalancing, Risk Profiling Tools
Mortgage Brain
Work Mortgage Brain Ltd 111 St James’s Rd Croydon CR0 2UW United Kingdom
Work Phone: 0208 665 3200
Work Email: customerservices@mortgage-brain.co.uk
Work Email: sales@mortgagebrain.co.uk
Mortgage Practice Management Systems: Our Analysis
Mortgage Practice Management Systems: Our Analysis – MortgageStream
Client Portals: Our Analysis
Mortgage Sourcing Systems: Our Analysis – Sourcing Brain
Mortgage Sourcing Systems: Our Analysis – MortgageBrain Classic
Website: www.mortgagebrain.co.uk
Categories: Client Portals, Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems
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
Work Email: support@mortgagebrokertools.co.uk
Website: w3.mortgagebrokertools.co.uk
Categories: Mortgage Affordability, Mortgage Sourcing Systems, Research Systems
Mortgage Magic
Work Ground Floor, Rainham House Manor Way Greater London RM13 8RH United Kingdom
Work Phone: 0333 888 0254
Work Email: info@mortgage-magic.co.uk
Website: www.mortgage-magic.co.uk
Categories: Client Portals, Mortgage Practice Management Systems
MortgageStream
Work Mortgage Brain Limited 6 The Courtyard Buntsford Gate Bromsgrove Worcestershire B60 3DJ United Kingdom
Work Phone: 020 8665 3200
Work Email: accounts@mortgagestream.co.uk
Work Email: sales@mortgagestream.co.uk
Website: www.mortgagestream.co.uk
Categories: Mortgage Practice Management Systems
My Factfind
Categories: Fact Finding
myprosperity
Work Level 1 1 Oxley Road Hawthorn Victoria 3122 AustraliaWork No 1 Poultry Poultry London EC2R 8EJ United Kingdom
Personal Financial Management: Our Analysis
Website: www.myprosperityuk.com
Categories: Personal Financial Management
MyRegData
Work 2 University Way, Oldham OL1 1ET United Kingdom
Work Phone: 0161 413 5070
Work Email: mail@myregdata.co.uk
Website: myregdata.co.uk
Categories: RegTech Systems, Regulatory Reporting
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 Portals, Secure Communication Systems
N
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
Work Email: nmba@tomd.co.uk
Website: nmbasites.co.uk
Categories: Adviser Website Design/Set Up
Ningi
Work 60 Station Road Nassington PE8 6QB United Kingdom
Work Email: hello@ningi.co.uk
Website: www.ningi.co.uk
Categories: Adviser Website Design/Set Up, Client Engagement, Client Portals, Client Relationship Manager
Novia
Work Novia Financial plc Cambridge House Henry Street Bath BA1 1JS United Kingdom
Website: www.novia-financial.co.uk
Categories: Platform, Wealth Management Systems
Nuance
Dragon Speech Recognition
Home Weathered House, Pound Ln, Marlow SL7 2AF United Kingdom
Work Phone: 01628 491600
Website: www.nuance.com
Categories: Compliance, RegTech Systems
Nucleus
Work Nucleus HQ Greenside 12 Blenheim Place Edinburgh EH7 5JH United Kingdom
Work Phone: 0131 226 9800
Website: www.nucleusfinancial.com
Categories: Platform
NVISO
Home EPFL Innovation Park Building D 1015 Lausanne Switzerland
Work Phone: +41 21 353 8511
Work Email: info-eu@nviso.ai
Website: www.nviso.ai
Categories: Artificial Intelligence
O
O&M Pension Solutions
Work 3 The Courtyards Phoenix Square Wyncolls Road Colchester Essex CO4 9PE United Kingdom
Work Phone: 01206 805405
Work Email: sales@ompensions.co.uk
Website: www.ompensions.co.uk
Categories: Bulk Transfer Bureau, Pension Transfer Analysis, Transfer Bureau, Transfer Value Comparator
O&M Systems
Work 2 Charter Court, Severalls Business Park, Colchester, Essex CO4 9YA United Kingdom
Work Phone: 01206 222195
Work Email: sales@omsystems.co.uk
Website: www.omsystems.co.uk
Categories: Cash Flow Modelling, Portfolio Rebalancing, Product Research, Retirement Planners, Risk Profiling Tools, Switching Analysis
Objectway
Work 25 Canada Square, Canary Wharf, London E14 5LQ United Kingdom
Work Phone: 020 7071 3000
Website: www.objectway.com
Categories: Client Portals, Portfolio Monitoring, Trading, Wealth Management CRM
On The Money
Work Parkway House 28 Avenue Road Bournemouth BH2 5SL United Kingdom
Work Email: servicedesk@onthemoney.net
Website: www.onthemoney.net
Categories: Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems
One Mortgage System
Work OMS House 20 Barttelot Road West Sussex RH12 1DQ United Kingdom
Work Phone: 0203 911 2211
Work Email: Info@omsystem.co.uk
Mortgage Practice Management Systems: Our Analysis
Website: omsystem.website
Categories: Mortgage Practice Management Systems
Origo
Work 7 Lochside View, Edinburgh Park, Edinburgh EH12 9DH
Work Phone: 0131 451 5181
Website: www.origo.com
Categories: Integration Hub
Ortec Finance
Home Bridge House 181 Queen Victoria Street London EC4V 4EG United Kingdom
Work Phone: 0203 770 5780
Work Email: info@ortec-finance.co.uk
Risk Profiling Tools: Our Analysis
Cash Flow/Financial Planning: Our Analysis
Website: www.ortecfinance.com
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling Tools
Oxford Risk
Home Oxford Risk Research & Analysis Ltd, 1 Paris Garden, London SE1 8ND United Kingdom
Work Phone: 020 3941 2801
Work Email: enquiries@oxfordrisk.com
Risk Profiling Tools: Our Analysis
Website: www.oxfordrisk.com
Categories: Risk Profiling Tools
P
Para-Sols
Work Beehive, Lingfield Point, Darlington, DL1 1RW United Kingdom
Work Phone: 01325 281 969
Work Email: hello@para-sols.co.uk
Website: www.para-sols.co.uk
Categories: Compliance, RegTech Systems
Paraplanning Online
Work Paraplanning Online Limited Caradoc House Abbey Foregate Shrewsbury SY2 6AP United Kingdom
Work Phone: 01888 411188
Work Email: info@ppol.co.uk
Website: www.ppol.co.uk
Categories: Report Generation Software
Pascal WealthTech
Work 30 Wellington Street West 5th Floor Toronto Ontario M5L 1E2 Canada
Work Email: info@pascalfinancial.com
Website: www.pascalwealthtech.com
Categories: Client Engagement, Client Onboarding, Fact Finding, Wealth Management Systems
PlanHappy Software
Work The Planning Rooms Wellington Court, Preston Farm, Stockton on Tees TS18 3TA United Kingdom
Work Phone: 01642 062 358
Work Email: hello@planhappy.co.uk
Wealth Practice Management Systems: Our Analysis
Website: planhappysoftware.co.uk
Categories: Client Portals, Client Relationship Manager, Practice Management System, Wealth Practice Management System
Plannr Technologies Limited
Work Suite E, 5 The Briars Waterberry Drive Waterlooville Hampshire PO7 7YH United Kingdom
Work Phone: 0333 050 2272
Work Email: info@plannrcrm.com
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Website: plannrcrm.com
Categories: Client Portals, Practice Management System, Wealth Practice Management System
PlantechHub
Work Richmond, Virginia United States of America
Work Phone: (833) 752-6832
Work Email: help@plantechhub.com
Website: plantechhub.com
Categories: Financial Planning
Planworth
Home Toronto, Ontario Canada
Work Phone: +1 (647) 479-2923
Work Email: connect@planworth.co
Website: www.planworth.co
Categories: Client Portals, Financial Planning
Plutosoft
Work 52 Oswald Street Innaloo 6018 Western Australia Australia
Work Phone: +(61) 8 6444 9363
Work Email: salesdesk@plutosoft.com.au
Work Email: servicedesk@plutosoft.com.au
Website: www.plutosoft.com.au
Categories: Client Portals, Financial Planning, Portfolio Management, Practice Management System
Pocket Finance
Work Calgary, AB Canada
Website: www.pocketfinance.com/advisors
Categories: Client Engagement, Client Portals, Personal Financial Management
Pocket Risk
Work 88 Wood St, Barbican, London EC2V 7RS United Kingdom
Work Phone: 020 7097 5108
Work Phone: 07983557046
Work Email: sales@www.pocketrisk.com
Risk Profiling Tools: Our Analysis
Website: pocketrisk.com
Categories: Risk Profiling Tools
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
Portemis
Work 27 Renwick Drive, Bromley. BR2 9GS United Kingdom
Work Phone: 07889 181459
Work Email: info@portemis.com
Website: www.portemis.com
Categories: Wealth Management CRM
Portfolio Cloud
Work Level 1 274 Coventry Street South Melbourne 3205 VIC Australia
Work Email: INFO@PORTFOLIOCLOUD.COM
Portfolio Analysis: Our Analysis
Portfolio Rebalancing: Our Analysis
Website: www.portfoliocloud.com
Categories: Investment Analysis, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
PortfolioMetrix
Work Ground Floor 66 Buckingham Gate London SW1E 6AU United Kingdom
Work Phone: 020 7965 7533
Work Email: info@portfoliometrix.co.uk
Cash Flow/Financial Planning: Our Analysis
Website: www.portfoliometrix.com
Categories: Cash Flow Modelling, Portfolio Analysis, Portfolio Rebalancing, Practice Management System, Risk Profiling Tools