3 7 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
360 Dotnet
Work 360 Dotnet Unit 18B East Link Meridian Business Park Leicester LE19 1XW United Kingdom Work Phone: 0116 2408621 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
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Photo of 7iM
7iM
Home 3rd Floor, 55 Bishopsgate, London EC2N 3AS United Kingdom Work Phone: 020 7760 8777 Cash Flow/Financial Planning: Our Analysis Website: www.7im.co.uk
Categories: Cash Flow Modelling, Client Portals, Financial Planning
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A2Risk
Work 1 Fleet Place London England EC4M 7RA United Kingdom Risk Profiling Tools: Our Analysis Website: www.a2risk.com
Categories: Risk Profiling Tools
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Photo of ABAKA
ABAKA
Work ABAKA Holdings Ltd Victoria Spaces – 25 Wilton rd Pimlico London SW1V 1LW United Kingdom Website: abaka.me
Categories: Artificial Intelligence, Platform
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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 Software
Acre Software
Home St Albans House 57-59 Haymarket St. James’s London SW1Y 4QX United Kingdom 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
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Photo of Ada Fintech
Ada Fintech
Work Runway East Bristol 1 Victoria St Redcliffe Bristol BS1 6AA United Kingdom Work Phone: 020 7250 3331 Research Systems: Our Analysis Website: adafintech.co.uk
Categories: Investment Analysis, Research Systems
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Photo of Advantra Wealth
Advantra Wealth
Work 1 Canada Square London E14 9HA United Kingdom Wealth Management Systems: Our Analysis Website: www.advantrawealth.com
Categories: Artificial Intelligence, Risk Profiling Tools, Wealth Management Systems
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Photo of Advice Intelligence
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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Advice Revolution
Work 3 Spring St Sydney NSW 2000 Australia Work Phone: 02 3813 8088 Website: www.advicerevolution.com.au
Categories: Client Onboarding, Fact Finding
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AdviceBridge
Work 3 Lloyd’s Ave London EC3N 3DS United Kingdom Work Phone: +44 203 925 3850 Wealth Management Systems: Our Analysis Website: www.advicebridge.com
Categories: Wealth Management Systems
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Advicefront
Work FNZ Labs 67 Lombard Street London EC3V 9LJ United Kingdom Cash Flow/Financial Planning: Our Analysis Website: advicefront.com
Categories: Cash Flow Modelling, Client Onboarding, Financial Planning
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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
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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
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Photo of Advise Wise
Advise Wise
Work Advise Wise Limited 3175 Century Way Leeds LS15 8ZB United Kingdom Work Phone: 0333 050 8771 Equity Release Systems: Our Analysis Website: advisewise.com
Categories: Equity Release Systems
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Photo of Adviser Cloud
Adviser Cloud
Work Nebular House 15 Waterloo Road Stalybridge Cheshire SK15 2AU United Kingdom Work Phone: 03330 144 490 Wealth Practice Management Systems: Our Analysis Client Portals: Our Analysis Website: advisercloud.co.uk
Categories: Client Portals, Practice Management System, Wealth Practice Management System
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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 Website Design/Set Up
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Adviser.ai
Home United Kingdom Work Phone: 020 8050 1295 Website: adviser.ai
Categories: Lead Generation
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Adviserflow
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Advisor Products
Home 333 Jericho Tpke Suite 119 Jericho NY 11753 United States of America Home Phone: (888) 274-5755
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AdvisorStream
Work 86 Gloucester Pl Marylebone London W1U 6HP United Kingdom Work Phone: 0808 271 1560 Marketing & Client Engagement Systems: Our Analysis Website: www.advisorstream.co.uk
Categories: Content Creation, Marketing Systems
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Advisory World
Work United States of America Work Phone: (800) 480-3888 Website: www.advisoryworld.com
Categories: Investment Analysis, Portfolio Analysis, Risk Profiling Tools
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AgencyBloc
Work United States of America Work Phone: (866) 338-7075 Website: www.agencybloc.com
Categories: Client Relationship Manager
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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
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 Wealth Management Systems: Our Analysis Website: www.akonihub.com
Categories: Cash Savings and Deposit Management, Wealth Management Systems
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AlgoDynamix
Work 46 New Broad Street London EC2M 1JH United Kingdom Website: www.algodynamix.com
Categories: Risk Profiling Tools
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Photo of Allvue
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 Portals, Client Relationship Manager, Compliance, Portfolio Management, Portfolio Monitoring, Research Systems
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Photo of Ammonite
Ammonite
Work Office 18 64 – 66 Wingate Square London SW4 0AF United Kingdom Work Phone: 020 3434 2718 Report Generation Software: Our Analysis Website: www.ammonitewealth.com
Categories: Report Generation Software
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Photo of Answers in Retirement (AIR) Sourcing
Answers in Retirement (AIR) Sourcing
Work Southgate House Southgate Street Gloucestershire Gloucester GL1 1UD United Kingdom Work Phone: 0800 294 5097 Equity Release Systems: Our Analysis Website: airsourcing.co.uk
Categories: Equity Release Systems
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Photo of Apricity
Apricity
Work Apricity Compliance Ltd Whessoe Technology Centre Alderman Best Way Darlington DL1 4WB United Kingdom Work Phone: 01325 952 969 RegTech Systems: Our Analysis Website: apricitycompliance.co.uk
Categories: Compliance, RegTech Systems
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Photo of Arkose Labs
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
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Photo of Asendium
Asendium
Work Level 3 478 George Street Sydney NSW 2000 Australia Website: www.asendium.com
Categories: Fact Finding, RegTech Systems
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Photo of Asset-Map
Asset-Map
Work 225 Arch Street First Floor Philadelphia PA 19106 United States of AmericaWork United Kingdom Work Phone: 888-664-8850 Website: Main Website Website: UK Website
Categories: Client Engagement, Financial Planning, Report Generation Software
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Photo of Assyst Software & Consultancy Ltd
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
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
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Photo of ATEB Suitability
ATEB Suitability
Home Evolve Business Centre Cygnet Way Houghton le Spring Durham DH4 5QY United Kingdom Work Phone: +44 (0) 191 338 8177 Report Generation Software: Our Analysis Website: www.atebsuitability.co.uk
Categories: Report Generation Software
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Photo of Avaloq
Avaloq
Work 3rd Floor, 2 Copthall Ave, London EC2R 7DA United Kingdom Work Phone: 020 7796 3587 Website: www.avaloq.com
Categories: Client Portals
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Photo of Aveni
Aveni
Home United Kingdom Work Phone: 0333 016 5242 RegTech Systems: Our Analysis Website: https://aveni.ai/
Categories: Artificial Intelligence, Compliance, RegTech Systems, Speech Analytics
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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
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Photo of Be-IQ
Be-IQ
Work 86-90 Paul St, London EC2A 4NE United Kingdom Risk Profiling Tools: Our Analysis Website: www.beiq.co.uk
Categories: Risk Profiling Tools
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Photo of Benchmark Capital
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
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Photo of Betterment
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 Systems
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Photo of Beyond Encryption
Beyond Encryption
Work Beyond Encryption, PO Box 735, Fareham PO14 9RD United Kingdom Work Phone: 020 8123 4546 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
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Photo of BlackCloak
BlackCloak
Work Orlando Florida United States of America Website: blackcloak.io
Categories: Cyber & Data Security
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Photo of Bluecoat Software
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
BrokerIQ
Work Floor 1, 3-5 Commercial Court Belfast United Kingdom Cell Phone: 07851237192 Client Portals: Our Analysis Website: www.brokeriq.co.uk
Categories: Client Onboarding, Client Portals, Life Insurance/Protection
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Photo of Bucket Bliss
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
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Photo of CAIS
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
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Photo of Capacity
Capacity
Work St. Louis, Missouri United States of America Website: www.capacity.com
Categories: Artificial Intelligence
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Photo of CashCalc
CashCalc
Work Waterside Court, 12 Albany St, Newport NP20 5NT United Kingdom Work Phone: 0333 300 3489 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
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Photo of Castlight
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
Catchlight
Work Boston, MA United States of America Website: catchlight.ai
Categories: Artificial Intelligence, Client Engagement, Lead Generation
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Photo of Centology
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
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Photo of Certua
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 Systems
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Photo of CIExpert
CIExpert
Work CIExpert Ltd 1st Floor 271 High Street Berkhamsted Herts HP4 1AA United Kingdom Work Phone: +44 (0) 203 771 4607 Research Systems: Our Analysis Website: ciexpert.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Research Systems
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Photo of Clarity
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 Software
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Photo of Clarity AI
Clarity AI
Work 10 York Rd London SE1 7ND United KingdomWork 609 Greenwich St Floor 4 New York NY 10014 United States of America Website: clarity.ai
Categories: Artificial Intelligence, ESG, Risk Profiling Tools
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Photo of Clever Adviser
Clever Adviser
Work Watergate House Watergate St Chester CH1 2LF United Kingdom Work Phone: 01244 346343 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
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Photo of Click2Check
Click2Check
Home Click2Check Ltd, Phoenix House Pyrford Road, West Byfleet Surrey KT14 6RA United Kingdom Home Phone: 01932 548888 RegTech Systems: Our Analysis Website: www.click2check.com
Categories: Client Identity, Credit Risk Analysis, RegTech Systems
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Photo of CoInvestor Technologies
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
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Photo of Collidr
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 Software, Workflows
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Photo of Comarch
Comarch
Home 52 Grosvenor Gardens, Belgravia, London SW1W 0AU Work Phone: 020 7467 8700 Wealth Management Systems: Our Analysis Website: www.comarch.com
Categories: Client Portals, Financial Planning, Wealth Management Systems
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Photo of Comentis
Comentis
Home London United Kingdom Work Phone: 020 3282 0582
Categories: Financial Vulnerability Assessment, Mental Capacity Assessment
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Photo of Competent Adviser
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, RegTech Systems
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Photo of Compliance Star
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: RegTech Systems
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Photo of Concenter Services & XLR8
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
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Photo of Conneqtor
Conneqtor
Home 1910 Thomes Ave Cheyenne WY 82001 United States of America
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Photo of Conquest Planning
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
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Photo of Contact State
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
Contengo
Work Hillview Lodge Hill Abingdon Oxfordshire OX14 2JA United Kingdom Work Phone: 01865 735705 Client Portals: Our Analysis Website: contengo.net
Categories: Client Portals, Practice Management System
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Photo of corfinancial
corfinancial
Work 2nd Floor 28-30 Cornhill London EC3V 3NF United Kingdom Work Phone: +44 (0) 203 848 4250 Website: www.corfinancialgroup.com
Categories: Accounting, ESG, Risk Profiling Tools, Trading
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Photo of Couplr
Couplr
Home 1910 Thomes Ave Cheyenne WY 82001 United States of America
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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
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 Systems, Risk Profiling Tools, Trading
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Photo of Croesus
Croesus
Home 600 Armand-Frappier Boulevard Laval Québec H7V 4B4 Canada Website: https://www.croesus.com/
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D

Photo of d1g1t
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
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Photo of DASH
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
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Photo of Dashly
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
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Photo of DD Hub
DD Hub
Home Office 7 35-37 Ludgate Hill London EC4M 7JN United Kingdom Home Phone:  020 3633 2185 Research Systems: Our Analysis Website: https://www.ddhub.co.uk/
Categories: Product Research, Research Systems
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Photo of Defaqto
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 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
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Photo of DeliverySlip
DeliverySlip
Work 1101 Gulf Breeze Pkwy Suite 200 Gulf Breeze, FL 32561 FL 32561 United States Website: www.deliveryslip.com
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems
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Photo of Digital Clipboard
Digital Clipboard
Work 70 Wilson Street London England EC2A 2DB United Kingdom
Categories: Client Onboarding, Fact Finding
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Photo of Digital Wealth Solutions Limited
Digital Wealth Solutions Limited
Home Digital Wealth Solutions Limited Eagle Tower Montpellier Drive Cheltenham GL50 1TA 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
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Photo of Digital Wealth Systems
Digital Wealth Systems
Home Manchester United Kingdom Work Phone: 03330 156 350 Wealth Practice Management Systems: Our Analysis Client Portals: Our Analysis Website: www.digitalwealthsystems.co.uk
Categories: Client Portals, Portfolio Management, Wealth Practice Management System
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Photo of Dion Global
Dion Global
Work Enkalon House, 86-92 Regent Rd, Leicester LE1 7DD United Kingdom Work Phone: 01162335050 Website: www.dionglobal.com
Categories: Wealth Management Systems
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Photo of Direct Life & Pensions – Life Quote
Direct Life & Pensions – Life Quote
Work LifeQuote Friars Gate House 52A East St Chichester PO19 1JG United Kingdom Work Phone: 01243 791199 Quotation Portals: Our Analysis Website: home.lifequote.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals
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Photo of DocuSign
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
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Photo of docVinci
docVinci
Home United Kingdom Work Phone: 0191 816 0639 Website: www.docvinci.co.uk
Categories: Adviser Website Design/Set Up, Marketing Systems
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Photo of Dorsum
Dorsum
Work Budapest Hungary Work Phone: 3614873030 Website: www.dorsum.eu
Categories: Client Portals, Financial Planning, Portfolio Analysis, Report Generation Software
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Photo of durell
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
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Photo of Dynamic Planner
Dynamic Planner
Work Distribution Technology Sovereign House Vastern Road Reading RG1 8BT United Kingdom Work Phone: 0333 6000 500 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
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E

Photo of Ebix Inc
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
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Photo of Egress
Egress
Work 12th Floor White Collar Factory 1 Old Street Yard Old Street London EC1Y 8AF United Kingdom Work Phone: 0844 8000 172 Secure Communication Systems: Our Analysis Website: www.egress.com
Categories: E-mail Encryption, Secure Communication Systems
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Photo of Elen
Elen
Home Sophia House 28 Cathedral Road Cardiff CF11 9LJ United Kingdom 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
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eligible
Work 5th Floor Lector Court 151-153 Farringdon Road London EC1R 3AF United Kingdom Website: eligible.ai
Categories: Client Engagement, Client Portals, Content Creation, Marketing Systems
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Photo of EnlightenESG
EnlightenESG
Home London United Kingdom Work Phone: +44 (0)20 3970 3100 Website: www.enlightenesg.com
Categories: ESG, Sustainable Fact-Find
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Photo of Envizage
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
Equiniti
Work Equiniti Broadgate Tower Primrose Street London EC2A 2EW United Kingdom Website: www.equiniti.com
Categories: Portfolio Management, RegTech Systems, Trading
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Photo of Equisoft
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
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Photo of Eton Solutions
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 Administration, Wealth Management Systems
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Photo of EV
EV
Home Benyon House, Newbury Business Park, Newbury RG14 2PZ United KingdomHome 50 Liverpool Street London EC2M 7PY Work Phone: 01635881180 Risk Profiling Tools: Our Analysis Cash Flow/Financial Planning: Our Analysis Website: www.ev.uk
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling Tools
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F

Photo of FA Solutions
FA Solutions
Home Birchin Court 20 Birchin Lane London EC3V 9DU United Kingdom Home Phone:  020 3633 2185
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Photo of FactSet
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
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Photo of Feedsy
Feedsy
Work Australia Work Phone: 0423 020 190 Marketing & Client Engagement Systems: Our Analysis Website: www.feedsy.info
Categories: Marketing Systems
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Photo of Fidelity
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
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Photo of Fiduciary Exchange LLC (FIDx)
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 Planners
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Photo of Figlo
Figlo
Work Dorpsstrat 151-155 2903 LA Capelle a/d lJssel The Netherlands Work Phone: 010-2646666 Cash Flow/Financial Planning: Our Analysis Website: www.figlo.com
Categories: Cash Flow Modelling, Financial Planning
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Photo of Filehaven
Filehaven
Work 1st Floor 8 Arnside Road Waterlooville Hampshire PO7 7UP United Kingdom Work Phone: 023 9200 6355 Secure Communication Systems: Our Analysis Website: filehaven.co.uk
Categories: Secure Communication Systems
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Photo of Fin365
Fin365
Work Studio 1, 2-6 Rutland St, Geelong, VIC, 3220 Australia Work Phone: 1300 346 365 Website: www.fin365.com.au
Categories: Client Portals, Client Relationship Manager, Practice Management System, Workflows
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Photo of Finaeo
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 Portals
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Photo of Finalytiq
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
Finametrica
Contact: Brod Whiting
Home United Kingdom Cell Phone: +44 (0) 7445 237006 Risk Profiling Tools: Our Analysis Website: www.riskprofiling.com
Categories: Risk Profiling Tools
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Photo of Financial Mappers
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
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Photo of Financial Tech Tools
Financial Tech Tools
Home Vancouver BC V6Z 2V9 Canada Work Phone: (778) 895-6978 Website: www.financialtechtools.ca
Categories: Adviser Website Design/Set Up, Content Creation, Lead Generation, Marketing Systems
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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 Client Portals: Our Analysis Cash Flow/Financial Planning: Our Analysis Website: www.fincalc.co.uk
Categories: Cash Flow Modelling, Client Portals, Transvas Profiler
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FinDock
Work Nevelgaarde 20K 3436 ZZ Nieuwegein The Netherlands Website: findock.com
Categories: Payments Management
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Fineos
Home Australia Website: https://www.fineos.com/
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Finicity
Work 434 West Ascension Way Suite, #200 Salt Lake City, UT 84123 United States of America Website: www.finicity.com
Categories: Integration Hub
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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
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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 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
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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
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Fintuity
Home 128 City Road London EC1V 2NX United Kingdom Work Phone: +44 1274 003920  Website: https://fintuity.com/
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Flagstone Investment Management
Home 17th Floor, New Zealand House, 80 Haymarket, St. James’s, London SW1Y 4TE United Kingdom Work Phone: 0203 745 8139 Wealth Management Systems: Our Analysis Website: flagstoneim.com
Categories: Cash Savings and Deposit Management, Wealth Management Systems
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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
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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
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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
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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, Wealth Management Systems
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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
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Photo of Focus Solutions
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
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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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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
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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
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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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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
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Four Eyes Financial
Home  89 Canterbury St #503 Saint John NB E2L 2C7 Canada Home Phone: +1 506-719-0077 Website: https://foureyes.financial/
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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
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FP Alpha
Work United States of America Work Phone: 212-796-8790 Website: fpalpha.com
Categories: Artificial Intelligence, Financial Planning, Platform
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fpPathfinder
Home Farmington United States of America Website: www.fppathfinder.com
Categories: Workflows
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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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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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FTRC – Quality Analyser
Home United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.qualityanalyser.com
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Research Systems
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Fundata
Home 38 Lesmill Road Toronto Ontario M3B 2T5 Canada Home Phone: 1 (888) 328-9174 Website: https://www.fundata.com/
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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
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FundSense
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
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Futureform
Home London United Kingdom Wealth Practice Management Systems: Our Analysis Website: futureform.uk
Categories: Client Relationship Manager, Salesforce Implementations
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Photo of FutureVault
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
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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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Genasys
Home United Kingdom Home Phone: 116793151
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Genovo
Home Suite 8, Sabrina House, Sabrina Court, Shrewsbury SY3 7BF United Kingdom Work Phone: 01743 730 010 Report Generation Software: Our Analysis Website: www.genovo.co.uk
Categories: Report Generation Software
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Genpact
Work 5th Floor, 5 Merchant Square, Paddington, London W2 1AY United Kingdom Website: www.genpact.com
Categories: Portfolio Monitoring, Trading
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Glia
Home United States of America Website: www.glia.com
Categories: Client Relationship Manager, Co-Browsing, Marketing Systems, Screensharing
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Grendel
Home United States of America Work Phone: 888-824-4477 Website: www.grendel.com
Categories: Client Portals, Client Relationship Manager
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Gretel
Website: www.gretel.co.uk
Categories: Pension Tracing
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Guiide
Home United Kingdom Website: https://guiide.co.uk/
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H

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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
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Photo of Hearsay Systems
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 Website Design/Set Up, Client Engagement, Compliance, Marketing Systems
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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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Holistiplan
Work College Station TX 77845 United States of America Website: www.holistiplan.com
Categories: Tax Optimisation
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Hourglass TIPS
Home United Kingdom Work Phone: 01752 600626 Wealth Practice Management Systems: Our Analysis Website: www.hourglasssoftware.co.uk
Categories: Practice Management System, Wealth Practice Management System
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Photo of HUB Financial Solutions
HUB Financial Solutions
Work United Kingdom Work Phone: 01737 233413 Quotation Portals: Our Analysis Website: www.hubfinancialsolutions.co.uk
Categories: Quotation Portals, Research Systems
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Hubly
Work Vancouver British Columbia Canada Work Phone: +1 888-329-0276 Website: www.myhubly.com
Categories: Practice Management System
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Hubwise
Work Waverley Court, Wiltell Road, Lichfield WS14 9ET United Kingdom Website: www.hubwise.co.uk
Categories: Platform
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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
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Photo of Hushmail
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
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I

Photo of iCover
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 IFA Dataflow
IFA Dataflow
Work County House Bayshill Rd Cheltenham GL50 3BA United Kingdom Work Phone: +44 (0) 1242 787987 Website: www.ifadataflow.co.uk
Categories: Income Reconciliation
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Photo of IFAC Ltd.
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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iFactFind
Work 767A Nicholson St PO Box 560 Carlton North VIC 3054 Australia Work Phone: 1300 0 78577 Website: ifactfind.com.au
Categories: Client Onboarding, Fact Finding
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ifaDASH
Work United Kingdom Business Performance & Operational Management: Our Analysis Website: www.ifadash.com
Categories: Business Performance & Operational Management, RegTech Systems
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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
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Income Conductor
Home United States of America Home Phone: 8609693672 Website: https://incomeconductor.com/
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Photo of Indyfin
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 & Review, Investor Experience Platform
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Photo of Insignis Cash Solutions
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
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Insurian
Work 85 Great Portland Street London W1W 7LT United Kingdom Website: insurian.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Administration
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Photo of Integrated Portfolio Solutions
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
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Photo of intelliflo
intelliflo
Work Wellington House 60-68 Wimbledon Hill Road London SW19 7PA United Kingdom Work Phone: 0330 102 8400 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
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Photo of IntelliTeq
IntelliTeq
Website: www.intelliteq.co.uk
Categories: Client Engagement, Client Relationship Manager
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Photo of InterGen Data
InterGen Data
Work 5600 Tennyson Parkway, Suite 335 Plano, Texas 75093 United States of America Work Fax: (972) 833-2820 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
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Photo of Investcloud
Investcloud
Work 77 Shaftesbury Ave, Soho, London W1D 5DU United Kingdom Work Phone: 020 3826 8510 Wealth Management Systems: Our Analysis Website: www.investcloud.com
Categories: Accounting, Client Portals, Trading, Wealth Management Systems
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Photo of InvestGlass
InvestGlass
Work Geneva Switzerland Work Phone: +41 22 518 25 94 Website: www.investglass.com
Categories: Client Portals, Client Relationship Manager, Marketing Systems, Portfolio Management
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Photo of InvestSuite
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
iPipeline
Work 3rd Floor, Montpellier House, Montpellier Dr, Cheltenham GL50 1TY United Kingdom Work Phone: 0345 408 4022 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
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Photo of Iress
Iress
Work Level 7 45 King William Street London EC4R 9AN United Kingdom Work Phone: 0345 068 3000 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
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J

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Jacobi
Home United States of America Website: www.jacobistrategies.com
Categories: Cash Flow Modelling, Portfolio Analysis
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Photo of JCS
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 Portals, Practice Management System
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Photo of JustFA
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
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K

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Keylu
Work United Kingdom Website: keylu.com
Categories: Document Management, File Sharing
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Kinherit
Work Kinherit Ltd Equinox South Bristol BS32 4QL United Kingdom Work Phone: +44(0)117 302 1888 E-Signature, Document Processing & Storage: Our Analysis Website: www.kinherit.co.uk
Categories: Document Management
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Photo of Knowledge Bank
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
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L

Photo of Lapetus Solutions
Lapetus Solutions
Home United States of America
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Photo of Life Design Analysis Inc
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
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Photo of LifeQuay
LifeQuay
Home United Kingdom
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Photo of LifeYield
LifeYield
Work 175 Federal Street, 7th Floor Boston MA 02110 United States of America Website: www.lifeyield.com
Categories: Tax Optimisation
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Photo of LOGICLY
LOGICLY
Work New York United States of America Work Phone: 929-333-3023 Website: logicly.finance
Categories: Compliance, Investment Analysis, Portfolio Management, Research Systems
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Photo of Lumiant
Lumiant
Work Level 10 60 Carrington Street Sydney NSW 2000 Australia Marketing & Client Engagement Systems: Our Analysis Website: lumiant.com.au
Categories: Client Engagement, Client Onboarding, Fact Finding
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Photo of Lunar CRM
Lunar CRM
Home United Kingdom Website: www.lunarcrm.co.uk
Categories: Client Relationship Manager
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M

Photo of Mako Financial Technologies
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
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Photo of Masttro
Masttro
Home New York City United States of America Work Phone: +1 917 755 0008 Website: www.masttro.com
Categories: Client Portals, Platform
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Photo of MeetAmi
MeetAmi
Work MeetAmi Innovations Inc Unit 10 – 1275 West 6th Avenue Vancouver BC V6H 1A6 Canada Website: www.amipro.ca
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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Photo of Micro Focus
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
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Photo of Mimecast
Mimecast
Work 1 Finsbury Avenue London EC2M 2PF United Kingdom Work Phone: +44 (0)20 7847 8700 Website: www.mimecast.com
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems
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Photo of Mitigo
Mitigo
Work Southgate 2 321 Wilmslow Road Cheadle Cheshire SK8 3PW United Kingdom Work Phone: 0161 711 0201 Website: mitigogroup.com
Categories: Cyber & Data Security
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Photo of Model Office
Model Office
Work 50 Liverpool Street, London EC2M 7PY United Kingdom Work Phone: 020 3005 5305 RegTech Systems: Our Analysis Website: www.model-office.co.uk
Categories: RegTech Systems
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Photo of Money Alive
Money Alive
Work Bedford Heights Brickhill Dr Bedford Bedfordshire MK41 7PH United Kingdom Work Phone: 01904 403918 RegTech Systems: Our Analysis Website: www.moneyalive.co.uk
Categories: RegTech Systems
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Photo of MoneyGaps
MoneyGaps
Home Toronto Ontario Canada Website: moneygaps.com
Categories: Client Onboarding, Client Relationship Manager, Fact Finding, Lead Generation, Report Generation Software
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Photo of Moneyinfo
Moneyinfo
Work Forward House 17 High St Henley-in-Arden B95 5AA United Kingdom Work Phone: 03303 600 300 Client Portals: Our Analysis Website: www.moneyinfo.com Articles: MONEYINFO – “BRANDED CLIENT PORTALS AND APPS” Articles: MONEYINFO
Categories: Client Portals, Personal Financial Management
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Photo of Moneyscope
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
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Photo of Moody’s Analytics
Moody’s Analytics
Work United Kingdom Website: www.moodysanalytics.com
Categories: Risk Profiling Tools
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Photo of Morningstar
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
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Photo of Mortgage Brain
Mortgage Brain
Work Mortgage Brain Ltd 111 St James’s Rd Croydon CR0 2UW United Kingdom Work Phone: 0208 665 3200 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
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Photo of Mortgage Broker Tools
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 Systems, Research Systems
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Photo of Mortgage Magic
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 Portals, Mortgage Practice Management Systems
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Photo of MortgageStream
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 Practice Management Systems
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Photo of My Factfind
My Factfind
Work United Kingdom Website: www.factfind.me.uk
Categories: Fact Finding
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Photo of myprosperity
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
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Photo of MyRegData
MyRegData
Work 2 University Way, Oldham OL1 1ET United Kingdom Work Phone: 0161 413 5070 Website: myregdata.co.uk
Categories: RegTech Systems, Regulatory Reporting
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Photo of myWEALTHCLOUD – DocPortal
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
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N

Photo of New Model Business Academy
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 Website Design/Set Up
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Photo of Ningi
Ningi
Work 60 Station Road Nassington PE8 6QB United Kingdom Website: www.ningi.co.uk
Categories: Adviser Website Design/Set Up, Client Engagement, Client Portals, Client Relationship Manager
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Photo of Novia
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
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Photo of Nuance
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
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Photo of Nucleus
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
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
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
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 Planners, Risk Profiling Tools, Switching Analysis
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Photo of Objectway
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
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Photo of On The Money
On The Money
Work Parkway House 28 Avenue Road Bournemouth BH2 5SL United Kingdom Website: www.onthemoney.net
Categories: Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems
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Photo of One Mortgage System
One Mortgage System
Work OMS House 20 Barttelot Road West Sussex RH12 1DQ United Kingdom Work Phone: 0203 911 2211 Mortgage Practice Management Systems: Our Analysis Website: omsystem.website
Categories: Mortgage Practice Management Systems
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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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Ortec Finance
Home Bridge House 181 Queen Victoria Street London EC4V 4EG United Kingdom Work Phone: 0203 770 5780 Risk Profiling Tools: Our Analysis Cash Flow/Financial Planning: Our Analysis Website: www.ortecfinance.com
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling Tools
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Oxford Risk
Home Oxford Risk Research & Analysis Ltd, 1 Paris Garden, London SE1 8ND United Kingdom Work Phone: 020 3941 2801 Risk Profiling Tools: Our Analysis Website: www.oxfordrisk.com
Categories: Risk Profiling Tools
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Para-Sols
Work Beehive, Lingfield Point, Darlington, DL1 1RW United Kingdom Work Phone: 01325 281 969 Website: www.para-sols.co.uk
Categories: Compliance, RegTech Systems
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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 Software
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Pascal WealthTech
Work 30 Wellington Street West 5th Floor Toronto Ontario M5L 1E2 Canada Website: www.pascalwealthtech.com
Categories: Client Engagement, Client Onboarding, Fact Finding, Wealth Management Systems
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PlanHappy Software
Work The Planning Rooms Wellington Court, Preston Farm, Stockton on Tees TS18 3TA United Kingdom Work Phone: 01642 062 358 Wealth Practice Management Systems: Our Analysis Website: planhappysoftware.co.uk
Categories: Client Portals, Client Relationship Manager, Practice Management System, Wealth Practice Management System
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Plannr Technologies Limited
Work Suite E, 5 The Briars Waterberry Drive Waterlooville Hampshire PO7 7YH United Kingdom Work Phone: 0333 050 2272 Wealth Practice Management Systems: Our Analysis Client Portals: Our Analysis Website: plannrcrm.com
Categories: Client Portals, Practice Management System, Wealth Practice Management System
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PlantechHub
Work Richmond, Virginia United States of America Work Phone: (833) 752-6832 Website: plantechhub.com
Categories: Financial Planning
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Planworth
Home Toronto, Ontario Canada Work Phone: +1 (647) 479-2923 Website: www.planworth.co
Categories: Client Portals, Financial Planning
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Plutosoft
Work 52 Oswald Street Innaloo 6018 Western Australia Australia Work Phone: +(61) 8 6444 9363 Website: www.plutosoft.com.au
Categories: Client Portals, Financial Planning, Portfolio Management, Practice Management System
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Pocket Finance
Work Calgary, AB Canada Website: www.pocketfinance.com/advisors
Categories: Client Engagement, Client Portals, Personal Financial Management
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Pocket Risk
Work 88 Wood St, Barbican, London EC2V 7RS United Kingdom Work Phone: 020 7097 5108 Work Phone: 07983557046 Risk Profiling Tools: Our Analysis Website: pocketrisk.com
Categories: Risk Profiling Tools
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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
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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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Portfolio Cloud
Work Level 1 274 Coventry Street South Melbourne 3205 VIC Australia Portfolio Analysis: Our Analysis Portfolio Rebalancing: Our Analysis Website: www.portfoliocloud.com
Categories: Investment Analysis, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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PortfolioMetrix
Work Ground Floor 66 Buckingham Gate London SW1E 6AU United Kingdom Work Phone: 020 7965 7533 Cash Flow/Financial Planning: Our Analysis Website: www.portfoliometrix.com
Categories: Cash Flow Modelling, Portfolio Analysis, Portfolio Rebalancing, Practice Management System, Risk Profiling Tools
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