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
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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3rd Eyes Analytics
3rd-eyes analytics AG Wyssgasse 6 8804 Zurich Cash Flow/Financial Planning: Our Analysis Website: https://3rd-eyes.com/en/
Categories: Cash Flow Modelling
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Photo of 7iM
7iM
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
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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ABAKA
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
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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Acre Software
St Albans House 57-59 Haymarket St. James’s London SW1Y 4QX United Kingdom Website: www.acresoftware.com Client Portals: Our Analysis Mortgage Practice Management Systems: Our Analysis Mortgage Sourcing Systems: Our Analysis
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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Ada Fintech
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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Advantra Wealth
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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Advice Intelligence
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
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
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
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
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
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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Advise Wise
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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Adviser Cloud
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
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
United Kingdom Work Phone: 020 8050 1295 Website: adviser.ai
Categories: Lead Generation
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Adviserflow
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Advisor Products
333 Jericho Tpke Suite 119 Jericho NY 11753 United States of America Mobile Phone: (888) 274-5755
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AdvisorStream
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
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
United States of America Work Phone: (866) 338-7075 Website: www.agencybloc.com
Categories: Client Relationship Manager
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Aixigo
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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Akoni Hub
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
46 New Broad Street London EC2M 1JH United Kingdom Website: www.algodynamix.com
Categories: Risk Profiling Tools
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Allvue
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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Ammonite
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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Answers in Retirement (AIR) Sourcing
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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Apricity
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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Arkose Labs
250 Montgomery St 10th Floor, San Francisco, CA 94104, United States of America 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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Asendium
Level 3 478 George Street Sydney NSW 2000 Australia Website: www.asendium.com
Categories: Fact Finding, RegTech Systems
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Asset-Map
225 Arch Street First Floor Philadelphia PA 19106 United States of America United Kingdom Work Phone: 888-664-8850 Website: Main Website Website: UK Website Marketing & Client Engagement Systems: Our Analysis
Categories: Client Engagement, Financial Planning, Report Generation Software
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Assyst Software & Consultancy Ltd
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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AstuteWheel
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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ATEB Suitability
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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Avaloq
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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Aveni
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
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
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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Benchmark Capital
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
Betterment LLC 8 W. 24th Street, 6th Floor New York, NY 10010 United States of America Mobile Phone: (718) 400-6898 Website: www.betterment.com
Categories: Investment Platform, Wealth Management Systems
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Photo of Beyond Encryption
Beyond Encryption
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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BlackCloak
Orlando Florida United States of America Website: blackcloak.io
Categories: Cyber & Data Security
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Bluecoat Software
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
Floor 1, 3-5 Commercial Court Belfast United Kingdom Mobile 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
1725 E 1450 S, Clearfield, UT 84015, United States of America Mobile 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
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
St. Louis, Missouri United States of America Website: www.capacity.com
Categories: Artificial Intelligence
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Photo of CashCalc
CashCalc
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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Castlight
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 Catalyst Software
Catalyst Software
Work Phone: 0118 988 2111 Website: www.catalystsoftware.co.uk/ Business Performance & Operational Management: Our Analysis
Categories: Business Performance & Operational Management
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Photo of Catchlight
Catchlight
Boston, MA United States of America Website: catchlight.ai
Categories: Artificial Intelligence, Client Engagement, Lead Generation
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Centology
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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Certua
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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CIExpert
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
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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Clarity AI
10 York Rd London SE1 7ND United Kingdom 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
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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Click2Check
Click2Check Ltd, Phoenix House Pyrford Road, West Byfleet Surrey KT14 6RA United Kingdom Mobile 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
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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Collidr
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
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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Comentis
London United Kingdom Work Phone: 020 3282 0582
Categories: Financial Vulnerability Assessment, Mental Capacity Assessment
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Competent Adviser
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
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
P.O. Box 941968 Plano TX 75094 United States of America Work Phone: (877) 513-3862 Website: xlr8crm.com Wealth Practice Management Systems: Our Analysis
Categories: Client Relationship Manager
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Conneqtor
1910 Thomes Ave Cheyenne WY 82001 United States of America
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Conquest Planning
For UK enquiries, please contact Fidelity Adviser Services at link below United Kingdom 330 St Mary Ave 800, Winnipeg Manitoba R3C 3Z5 Canada 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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Contact State
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
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
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
1910 Thomes Ave Cheyenne WY 82001 United States of America Website: www.couplr.ai/ Marketing & Client Engagement Systems: Our Analysis
Categories: Client Engagement, Marketing Systems
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Creativemass
WealthConnect
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
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
600 Armand-Frappier Boulevard Laval Québec H7V 4B4 Canada Website: https://www.croesus.com/
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Photo of d1g1t
d1g1t
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
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
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 DataViewWealth
DataViewWealth
Work Phone: +27 (0)21 201 2381 Website: www.dataviewwealth.com/ Wealth Practice Management Systems: Our Analysis
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Photo of DD Hub
DD Hub
Office 7 35-37 Ludgate Hill London EC4M 7JN United Kingdom Mobile 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
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
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
70 Wilson Street London England EC2A 2DB United Kingdom
Categories: Client Onboarding, Fact Finding
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Digital Wealth Solutions Limited
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
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 Digivo
Digivo
Office One 1 Coldbath Square London EC1R 5HL United Kingdom Work Phone: 01572 490527 Website: www.digivomedia.co.uk
Categories: Client Engagement, Workflows
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Dion Global
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
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
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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docVinci
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
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
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
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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Photo of Ebix Inc
Ebix Inc
Ebix Inc. 1 Ebix Way, Johns Creek, GA 30097 United States of America 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
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 Elements
Elements
879 Baxter Dr South Jordan UT 84095 United States Website: www.getelements.com/ Marketing & Client Engagement Systems: Our Analysis
Categories: Marketing Systems
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Photo of Elen
Elen
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
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 Eligible
Eligible
Unit 13 113 Farringdon Road London EC1R 3BX United Kingdom Website: www.eligible.ai Marketing & Client Engagement Systems: Our Analysis
Categories: Client Engagement
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Photo of EnlightenESG
EnlightenESG
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
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
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
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
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
Benyon House, Newbury Business Park, Newbury RG14 2PZ United Kingdom 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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Photo of FA Solutions
FA Solutions
Birchin Court 20 Birchin Lane London EC3V 9DU United Kingdom Mobile Phone:  020 3633 2185
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Photo of FactSet
FactSet
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 FE fundinfo
FE fundinfo
FE fundinfo (UK) Limited 30 Great Pulteney Street London W1F 9NN United Kingdom Work Phone: +44 20 7534 76 00 Cash Flow/Financial Planning: Our Analysis Portfolio Analysis: Our Analysis Portfolio Rebalancing: Our Analysis Website: www.fefundinfo.com
Categories: Financial Planning, Investment Analysis, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing, Research Systems
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Photo of Feedsy
Feedsy
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
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)
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
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
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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Fin365
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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Finaeo
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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Finalytiq
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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Finametrica
Contact: Brod Whiting
United Kingdom Mobile Phone: +44 (0) 7445 237006 Risk Profiling Tools: Our Analysis Website: www.riskprofiling.com
Categories: Risk Profiling Tools
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Financial Mappers
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 Simplicity
Financial Simplicity
Level 17 123 Pitt St Sydney NSW 2000 Australia Work Phone: AUS – 1300 636 053 Work Phone: AUS – +61 2 8231 6654 Work Phone: UK – 0203 966 0886 Website: www.financialsimplicity.com Portfolio Analysis: Our Analysis
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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Financial Tech Tools
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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Photo of FinCalc
FinCalc
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
Nevelgaarde 20K 3436 ZZ Nieuwegein The Netherlands Website: findock.com
Categories: Payments Management
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Fineos
Australia Website: https://www.fineos.com/
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Photo of Finicity
Finicity
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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Photo of FINMASON INC
FINMASON INC
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
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
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
128 City Road London EC1V 2NX United Kingdom Work Phone: +44 1274 003920  Website: https://fintuity.com/
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Photo of Flagstone Investment Management
Flagstone Investment Management
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
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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Photo of Flourish
Flourish
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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Photo of Fluido
Fluido
United States Website: www.fluidogroup.com/home Wealth Practice Management Systems: Our Analysis
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Photo of Flyer Financial Technologies
Flyer Financial Technologies
525 7th Ave Suite 812 New York NY 10018 United States of America 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
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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Photo of FNZ
FNZ
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
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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Photo of Focus Solutions – Focus:360
Focus Solutions – Focus:360
United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk/products/focus360/
Categories: Practice Management System, Wealth Practice Management System
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Photo of Focus Solutions – Focus:Wealth
Focus Solutions – Focus:Wealth
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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Photo of Focus Solutions – Now:Advise
Focus Solutions – Now:Advise
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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Photo of Focus Solutions – Now:Plan
Focus Solutions – Now:Plan
Cranford House, Kenilworth Rd, Blackdown, Leamington Spa CV32 6RQ United Kingdom Work Phone: 01926 468300 Website: www.focus-solutions.co.uk/products/nowplan-online-tools/cash-flow/
Categories: Cash Flow Modelling
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Photo of Focus Solutions – Now:Share
Focus Solutions – Now:Share
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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Photo of Four Eyes Financial
Four Eyes Financial
 89 Canterbury St #503 Saint John NB E2L 2C7 Canada Mobile Phone: +1 506-719-0077 Website: https://foureyes.financial/
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Photo of Fourth Line
Fourth Line
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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Photo of FP Alpha
FP Alpha
United States of America Work Phone: 212-796-8790 Website: fpalpha.com Business Performance & Operational Management: Our Analysis
Categories: Artificial Intelligence, Financial Planning, Platform
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Photo of fpPathfinder
fpPathfinder
Farmington United States of America Website: www.fppathfinder.com
Categories: Workflows
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Photo of FTRC
FTRC
United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: ftrc.co Website: www.qualityanalyser.com Website: www.protectionguru.co.uk Website: www.benefitsguru.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Product Research, Research Systems
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Photo of FTRC – Digital Wealth Insights
FTRC – Digital Wealth Insights
United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.digitalwealthinsights.com
Categories: Product Research
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Photo of FTRC – ProtectionGuru
FTRC – ProtectionGuru
United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.protectionguru.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research
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Photo of FTRC – Quality Analyser
FTRC – Quality Analyser
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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Photo of Fundata
Fundata
38 Lesmill Road Toronto Ontario M3B 2T5 Canada Mobile Phone: 1 (888) 328-9174 Website: https://www.fundata.com/
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Photo of Fundment
Fundment
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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Photo of FundSense
FundSense
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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Photo of Futureform
Futureform
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
154 University Ave Suite 601 Toronto Ontario M5H 3Y9 Canada Mobile Phone: 1-844-538-2858 E-Signature, Document Processing & Storage: Our Analysis Website: www.futurevault.com
Categories: Document Management
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Photo of GB Group
GB Group
128 Queen Victoria Street London EC4V 4BJ United Kingdom Work Phone: +44 (0) 124 465 7333 Website: www.gbgplc.com
Categories: Anti Money Laundering
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Photo of Genasys
Genasys
United Kingdom Mobile Phone: 116793151
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Photo of Genovo
Genovo
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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Photo of Genpact
Genpact
5th Floor, 5 Merchant Square, Paddington, London W2 1AY United Kingdom Website: www.genpact.com
Categories: Portfolio Monitoring, Trading
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Photo of Glia
Glia
United States of America Website: www.glia.com
Categories: Client Relationship Manager, Marketing Systems, Screensharing
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Photo of GoToMeeting
GoToMeeting
United States of America Work Phone: 0800 640 4005 Website: www.gotomeeting.com
Categories: Screensharing
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Photo of GreenGrowth
GreenGrowth
Categories: Portfolio Analysis
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Photo of Grendel
Grendel
United States of America Work Phone: 888-824-4477 Website: www.grendel.com
Categories: Client Portals, Client Relationship Manager
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Photo of Gretel
Gretel
Website: www.gretel.co.uk
Categories: Pension Tracing
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Photo of Guiide
Guiide
United Kingdom Website: https://guiide.co.uk/
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Photo of HALO Technologies
HALO Technologies
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
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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Photo of Hivrs
Hivrs
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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Photo of Holistiplan
Holistiplan
College Station TX 77845 United States of America Website: www.holistiplan.com
Categories: Tax Optimisation
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Photo of HoneyPro
HoneyPro
Website: www.honeypro.co.uk Estate Planning: Our Analysis
Categories: Estate Planning, Uncategorised
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Photo of Hourglass TIPS
Hourglass TIPS
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
United Kingdom Work Phone: 01737 233413 Quotation Portals: Our Analysis Website: www.hubfinancialsolutions.co.uk
Categories: Quotation Portals, Research Systems
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Photo of Hubly
Hubly
Vancouver British Columbia Canada Work Phone: +1 888-329-0276 Website: www.myhubly.com
Categories: Practice Management System
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Photo of Hubwise
Hubwise
Waverley Court, Wiltell Road, Lichfield WS14 9ET United Kingdom Website: www.hubwise.co.uk
Categories: Platform
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Photo of HUG HUB
HUG HUB
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
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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Photo of iCover
iCover
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
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.
IFAC House Unit 1.7 Andovesford Business Park GL54 4LB United Kingdom Work Phone: 01242 80 70 10 Website: www.ifac.eu
Categories: Compliance, Robo Compliance
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Photo of iFactFind
iFactFind
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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Photo of ifaDASH
ifaDASH
United Kingdom Business Performance & Operational Management: Our Analysis Website: www.ifadash.com
Categories: Business Performance & Operational Management, RegTech Systems
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Photo of Implemented Portfolios
Implemented Portfolios
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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Photo of Income Conductor
Income Conductor
United States of America Mobile Phone: 8609693672 Website: https://incomeconductor.com/
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Photo of Indyfin
Indyfin
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
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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Photo of Insurian
Insurian
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
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
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
5600 Tennyson Parkway, Suite 335 Plano, Texas 75093 United States of America Mobile Phone: (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, Product Research, Research Systems
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Photo of Investcloud
Investcloud
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
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
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
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
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

Photo of Jacobi
Jacobi
United States of America Website: www.jacobistrategies.com
Categories: Cash Flow Modelling, Portfolio Analysis
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Photo of JCS
JCS
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
JustFA Technology Limited 22 Dartmouth Street England London SW1H 9BP United Kingdom Mobile Phone: 02078022298 Wealth Management Systems: Our Analysis Website: justfa.uk
Categories: Wealth Management Systems
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K

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Keylu
United Kingdom Website: keylu.com E-Signature, Document Processing & Storage: Our Analysis
Categories: Document Management, File Sharing
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Photo of Kinherit
Kinherit
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
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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Photo of Lapetus Solutions
Lapetus Solutions
United States of America
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Photo of Life Design Analysis Inc
Life Design Analysis Inc
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
United Kingdom
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Photo of LifeYield
LifeYield
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
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
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
United Kingdom Website: www.lunarcrm.co.uk
Categories: Client Relationship Manager
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M

Photo of Mailock
Mailock
Beyond Encryption, Gloster Ct, Fareham PO15 5SH United Kingdom Work Phone: 020 8123 4546 Secure Communication Systems: Our Analysis Website: www.beyondencryption.com/mailock Website: www.origo.com Articles: ORIGO/BEYOND ENCRYPTION – “UNIPASS MAILOCK” Articles: UNIPASS MAILOCK: SECURE MESSAGING AND DIGITAL ENGAGEMENT SOLUTIONS FOR BUSINESSES AND THEIR CLIENTS Articles: EMPOWERING ADVICE THROUGH TECHNOLOGY (#EATT19) DISTURBANCE DEMO: UNIPASS MAILOCK
Categories: E-mail Encryption, Secure Communication Systems
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Photo of Mako Financial Technologies
Mako Financial Technologies
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
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
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
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
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
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
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
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
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 MoneyHub
MoneyHub
101 Victoria Street Bristol BS1 6PU United Kingdom Work Phone: 0117 280 5155
Categories: Accounting, Bank Transaction Categorisation
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Photo of Moneyinfo
Moneyinfo
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
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
United Kingdom Website: www.moodysanalytics.com
Categories: Risk Profiling Tools
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Photo of Morningstar
Morningstar
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
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
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
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
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
United Kingdom Website: www.factfind.me.uk