We list over 150 different adviser software providers who provide solutions for a variety of different advice problems

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

3

Photo of 360 Dotnet
Work 18B, E Link, Meridian Business Park Leicester LE19 1XW United KingdomWork 12-14 Upper Marlborough Road St Albans. Herts. AL1 3UR United Kingdom Work Phone: 08456 592 360 Website: https://www.360dotnet.co.uk/
Categories: Client Portal, Mortgage Practice Management System
Updated 2 months ago. Return to top.

A

Photo of A2Risk
Work 1 London Wall, Barbican, London EC2Y 5AB United Kingdom Work Phone: 07402 580588 Website: http://www.a2risk.com/
Categories: Risk Profiling
Updated 5 months ago. Return to top.
Photo of AccountScore
Work Euston Tower, 286 Euston Rd, Kings Cross, London NW1 3DP United Kingdom Work Phone: 020 7030 3000 Website: www.accountscore.com
Categories: Credit Risk Analysis, Mortgage Affordability
Updated 5 months ago. Return to top.
Photo of Advicefront
Work FNZ Labs 67 Lombard Street London EC3V 9LJ United Kingdom Website: advicefront.com
Categories: Fact-finding
Updated 2 months ago. Return to top.
Photo of Advicent
Work 10700 W Research Dr #1, Milwaukee, WI 53226, USA Work Phone: +1 855-885-7526 Website: www.advicentsolutions.com
Categories: Client Portal, Financial Planning, Practice Management System
Updated 2 months ago. Return to top.
Photo of Advise Wise
Work Advise Wise Limited, 3175 Century Way, Leeds, LS15 8ZB United Kingdom Work Phone: 0333 050 8771 Website: www.advisewise.com
Categories: Equity Release, Mortgage
Updated 2 months ago. Return to top.
Photo of Adviser Asset
Home Lower Thorne Farm, Smarden Road, Pluckley, Kent TN27 0RF United Kingdom Website: www.adviserasset.co.uk
Categories: Financial Planning
Updated 5 months ago. Return to top.
Photo of Adviser Cloud
Work Nebular House 15 Waterloo Road Stalybridge Cheshire SK15 2AU United Kingdom Work Phone: 03330 144 490 Website: advisercloud.co.uk
Categories: Client Relationship Manager, Practice Management System
Updated 2 months ago. Return to top.
Photo of Adviser Portals
Work Portal House, 65 Dale Street, Milnrow, Rochdale, Lancashire OL16 3NJ United Kingdom Work Phone: 0345 056 3477 Website: www.adviserportals.co.uk
Categories: Adviser Websites
Updated 2 months ago. Return to top.
Photo of AdvisorStream
Work 15 Toronto Street Suite 600 Toronto, Canada M5C 2E3 CanadaWork 1412 Broadway, 22nd Floor New York, NY 10018 Work Phone: 1 877-761-7036 Website: www.advisorstream.com
Categories: Adviser Websites, Content Creation, Marketing
Updated 2 months ago. Return to top.
Photo of AgencyBloc
Work USA Work Phone: (866) 338-7075 Website: www.agencybloc.com
Categories: Client Relationship Manager
Updated 2 months ago. Return to top.
Photo of Agent Quote
Work 317 W. La Habra Blvd., Suite 201 La Habra, CA 90631 USA Work Phone: 888-223-4773 Website: www.cps.agentquote.com
Categories: Adviser Websites, Protection
Updated 5 months ago. Return to top.
Photo of Aixigo
Work 41 Luke Street London EC2A 4AR United Kingdom Work Phone: +49 (0)241 55 97 09-0 Website: https://www.aixigo.com/
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring
Updated 2 weeks ago. Return to top.
Photo of Answers in Retirement (AIR) Sourcing
Work Southgate House Southgate Street Gloucestershire Gloucester GL1 1UD United Kingdom Work Phone: 01452 310777 Website: www.airsourcing.co.uk
Categories: Equity Release
Updated 2 months ago. Return to top.
Photo of Apricity
Work Apricity Compliance Ltd, Beehive, Lingfield Point, Darlington, DL1 1RW United Kingdom Work Phone: 01325 952 969 Website: www.apricitycompliance.co.uk
Categories: Compliance, Reg Tech
Updated 5 months ago. Return to top.
Photo of Arkose Labs
Work 250 Montgomery St 10th Floor, San Francisco, CA 94104, USAWork 315 Brunswick St, Fl 2, Brisbane, QLD. 4006 Australia Work Phone: (800) 604-3319 Website: www.arkoselabs.com
Categories: Reg Tech
Updated 2 months ago. Return to top.
Photo of Assyst Software & Consultancy Ltd
Home Alchornes House Basset Down Wiltshire SWINDON SN4 9QP United Kingdom Work Phone: 01793 845511 Website: assyst-software.com
Categories: Client Relationship Manager, Practice Management System
Updated 2 months ago. Return to top.
Photo of ATEB Suitability
Home Evolve Business Centre Cygnet Way Houghton le Spring Durham DH4 5QY United Kingdom Work Phone: 0191 338 8177 Work Phone: 0844 272 9000 Website: www.atebsuitability.co.uk
Categories: Report Generation
Updated 3 months ago. Return to top.
Photo of Avaloq
Work 3rd Floor, 2 Copthall Ave, London EC2R 7DA United Kingdom Work Phone: 020 7796 3587 Website: www.avaloq.com
Categories: Client Portal, Financial Planning
Updated 5 months ago. Return to top.

B

Photo of Be-IQ
Work 86-90 Paul St, London EC2A 4NE United Kingdom Website: www.beiq.co.uk
Categories: Financial Planning
Updated 2 months ago. Return to top.
Photo of Betterment
Work Betterment LLC 8 W. 24th Street, 6th Floor New York, NY 10010 USA Home Phone: (718) 400-6898 Website: www.betterment.com
Categories: Investment Platform, Wealth Management
Updated 2 months ago. Return to top.
Photo of Beyond Encryption
Work Beyond Encryption, PO Box 735, Fareham PO14 9RD United Kingdom Work Phone: 020 8123 4546 Website: www.beyondencryption.com
Categories: Client Identity, Data Security, E-mail Encryption
Updated 2 months ago. Return to top.
Photo of Bluecoat Software
Work 90 Long Acre Covent Garden London WC2E 9RA United Kingdom Work Phone: 0845 226 0720 Website: bluecoatsoftware.com
Categories: Practice Management System
Updated 2 months ago. Return to top.
Photo of Bucket Bliss
Work 1725 E 1450 S, Clearfield, UT 84015, USA Home Phone: 1-888-799-4328 Website: www.bucketbliss.com
Categories: Cash Flow Modelling, Content Creation, Financial Planning, Portfolio Management, Retirement Planner
Updated 2 months ago. Return to top.

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Photo of Capacity
Work St. Louis, Missouri USA Website: www.capacity.com
Categories: FinTech
Updated 2 months ago. Return to top.
Photo of CashCalc
Work Waterside Court, 12 Albany St, Newport NP20 5NT United Kingdom Work Phone: 0333 300 3489 Website: www.cashcalc.co.uk
Categories: Cash Flow Modelling, Client Portal, Fact-finding, File Sharing, Financial Planning, Secure File Sharing
Updated 7 days ago. Return to top.
Photo of Castlight
Work 133 Finnieston St, Glasgow G3 8HB United Kingdom Work Phone: 0800 193 3547 Website: www.castlightfinancial.com
Categories: Credit Risk Analysis, Mortgage Affordability
Updated 2 months ago. Return to top.
Photo of Certua
Work 4th Floor, 64 Great Eastern Street, London EC2A 3QR United Kingdom Work Phone: 020 3962 0795 Website: www.certua.io
Categories: Bank Transaction Categorisation, Credit Risk Analysis, Digital Life Insurance, Mortgage Affordability, Product Research, Research System
Updated 2 months ago. Return to top.
Photo of CIExpert
Work CIExpert Ltd 1st Floor, 271 High Street Berkhamsted Herts HP4 1AA United Kingdom Work Phone: 0203 771 4607 Website: www.ciexpert.co.uk
Categories: Protection Product Research
Updated 2 months ago. Return to top.
Photo of Clever Adviser
Work Watergate House, Watergate St, Chester CH1 2LF United Kingdom Work Phone: 01244 346343 Website: www.cleveradviser.com
Categories: Portfolio Management, Product Research
Updated 2 months ago. Return to top.
Photo of CoInvestor Technologies
Work 1 Fore St. Avenue, London EC2Y 9DT United Kingdom Website: www.coinvestortechnologies.co.uk
Categories: Investment Platform, Portfolio Management, Product Research, Research System, Tax Optimisation
Updated 2 months ago. Return to top.
Photo of Comarch
Home 52 Grosvenor Gardens, Belgravia, London SW1W 0AU Work Phone: 020 7467 8700 Website: www.comarch.com
Categories: Client Portal, Financial Planning
Updated 2 months ago. Return to top.
Photo of Creative Technologies
Home Ashurst Broadlands Business Campus Langhurstwood Road Horsham RH12 4QP United Kingdom Work Phone: 01403 334411 Website: www.creative-technologies.co.uk
Categories: Client Portal
Updated 2 months ago. Return to top.
Photo of Creative Technologies – Enable
Home Ashurst Broadlands Business Campus Langhurstwood Road Horsham RH12 4QP Work Phone: 01403 334411 Website: www.creative-technologies.co.uk
Categories: Client Relationship Manager, Personal Finance Management, Practice Management System
Updated 2 months ago. Return to top.

D

Photo of Defaqto
Work Unit 12 Haddenham Business Park Haddenham Buckinghamshire HP17 8LJ United Kingdom Work Phone: 01844 295 454 Work Phone: 01844 295 546 Website: www.defaqto.com
Categories: Financial Planning, Product Research, Protection Product Research, Report Generation, Risk Profiling, Switching Analysis
Updated 2 months ago. Return to top.
Photo of Defaqto – Engage
Home Unit 12 Haddenham Business Park Haddenham Buckinghamshire HP17 8LJ United Kingdom Work Phone: 01844 295 546 Website: www.defaqto.com/advisers/engage
Categories: Cash Flow Modelling, Financial Planning, Research System, Risk Profiling
Updated 2 months ago. Return to top.
Photo of Dion Global
Work Enkalon House, 86-92 Regent Rd, Leicester LE1 7DD United Kingdom Work Phone: 01162335050 Website: www.dionglobal.com
Categories: Wealth Management
Updated 1 month ago. Return to top.
Photo of Direct Life & Pensions – Life Quote
Work Phone: 01243 791199 Website: www.lifequote.co.uk
Categories: Protection Product Research
Updated 1 month ago. Return to top.
Photo of Distribution Technology – Dynamic Planner
Work Distribution Technology Sovereign House Vastern Road Reading RG1 8BT United Kingdom Work Phone: 0333 6000 500 Website: www.dynamicplanner.com
Categories: Client Portal, Financial Planning, Portfolio Management, Product Research, Report Generation, Research System, Risk Profiling
Updated 1 month ago. Return to top.
Photo of DocuSign
Home Broadgate Quarter 9 Appold Street, 2nd Floor, London, EC2A 2AP United Kingdom Work Phone: 0 203 714 4800 Website: www.docusign.co.uk
Categories: eSignatures
Updated 5 months ago. Return to top.
Photo of DPR
Home DPR 6th Floor Commodity Quay St Katharine Docks London E1W 1AZ United Kingdom Work Phone: 020 7050 2000 Website: www.dpr.co.uk
Categories: Banking, FinTech, Loans, Software
Updated 4 months ago. Return to top.
Photo of Durell Software Limited
Home Castle Lodge Castle Green Somerset Taunton TA1 4AD United Kingdom Work Phone: 01823326324 Website: durell.co.uk
Categories: Client Relationship Manager
Updated 2 months ago. Return to top.

E

Photo of Ebix Inc
Work Ebix Inc. 1 Ebix Way, Johns Creek, GA 30097 Work Ebix Europe Limited 69 Old Broad St, London EC2M 1QS Website: www.ebix.com Website: www.ebixeurope.co.uk
Categories: Protection
Updated 10 months ago. Return to top.
Photo of Egress
Work 12th Floor White Collar Factory 1 Old Street Yard Old Street London EC1Y 8AF United Kingdom Work Phone: 0844 8000 172 Website: www.egress.com
Categories: E-mail Encryption, Secure Comms
Updated 2 months ago. Return to top.
Photo of eKeeper Group
Work 1 & 2 The Sanctuary Eden Office Park 62 Macrae Road Ham Green Bristol BS20 0DD United Kingdom Work Phone: 01275 400660 Website: ekeepergroup.co.uk
Categories: Client Relationship Manager, Practice Management System
Updated 2 months ago. Return to top.
Photo of Elen
Home Sophia House 28 Cathedral Road Cardiff CF11 9LJ United Kingdom Website: www.elen.co
Categories: Client Portal, Client Relationship Manager, Document Management, eSignatures, File Sharing, Practice Management System, Regulatory Reporting, Report Generation, Secure File Sharing, Wealth Management Administration
Updated 2 months ago. Return to top.
Photo of Envizage
Work International House 142 Cromwell Road Kensington London SW7 4EF United Kingdom Work Phone: +44 79 01 88 88 66 Website: www.envizage.me
Categories: Financial Planning
Updated 2 weeks ago. Return to top.
Photo of Equiniti
Home United Kingdom Website: www.equiniti.com
Categories: Portfolio Management, Reg Tech, Trading
Updated 5 months ago. Return to top.
Photo of Equisoft
Work 1250 Boulevard. René-Lévesque Ouest, 33e étage QC H3B 4W8 Montreal, Quebec Canada Work Phone: +1 514-989-3141 Website: www.equisoft.com
Categories: Client Portal, Client Relationship Manager, Wealth Management
Updated 2 months ago. Return to top.
Photo of eValue
Home Benyon House, Newbury Business Park, Newbury RG14 2PZ United KingdomHome 50 Liverpool Street London EC2M 7PY Work Phone: 01635881180 Website: eValue Website Blog: eValue Life Planner Review
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling
Updated 2 months ago. Return to top.

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Photo of Fidelity
FundsNetwork
Home United Kingdom Work Phone: 0800 41 41 81 Website: www.adviserservices.fidelity.co.uk
Categories: Investment Platform, Portfolio Management, Research System, Tax Optimisation
Updated 5 months ago. Return to top.
Photo of Figlo
Work Dorpsstrat 151-155 2903 LA Capelle a/d lJssel The Netherlands Work Phone: +31 (0) 10 264 66 66 Website: www.figlo.com
Categories: Client Portal, Financial Planning
Updated 5 months ago. Return to top.
Photo of Filehaven
Work 1st Floor 8 Arnside Road Waterlooville Hampshire PO7 7UP United Kingdom Work Phone: 023 9200 6355 Website: www.filehaven.co.uk
Categories: Secure Comms
Updated 5 months ago. Return to top.
Photo of Fin365
Work Studio 1, 2-6 Rutland St, Geelong, VIC, 3220 Australia Work Phone: 1300 346 365 Website: www.fin365.com.au
Categories: Practice Management System
Updated 2 months ago. Return to top.
Photo of Finaeo
Work 1087 Queen St W Suite 400, Toronto, ON M6J 1H3, Canada Work Phone: 416-639-1739 Website: www.finaeo.com
Categories: Life Insurance Administration, Practice Management System, Quotation Portal
Updated 2 months ago. Return to top.
Photo of Finalytiq
Home Suite 5 Phoenix House, Christopher Martin Rd, Basildon, Essex SS14 3EZ United Kingdom Work Phone: 01268 502 454 Website: www.finalytiq.co.uk
Categories: Cash Flow Modelling
Updated 5 months ago. Return to top.
Photo of Finametrica
Contact: Roderic Rennison
Home United Kingdom Cell Phone: +44 (0) 7977 277416 Website: www.riskprofiling.com
Categories: Risk Profiling
Updated 5 months ago. Return to top.
Photo of Financial Tech Tools
Home Vancouver BC V6Z 2V9 Canada Work Phone: (778) 895-6978 Website: www.financialtechtools.ca
Categories: Adviser Websites, Marketing, Software
Updated 2 months ago. Return to top.
Photo of FinCalc
Home c/o O&M Pension Solutions Ltd 3 The Courtyards Phoenix Square Wyncolls Road Colchester Essex CO4 9PE United Kingdom Work Phone: 01206 803210 Website: www.fincalc.co.uk
Categories: Cash Flow Modelling
Updated 15 hours ago. Return to top.
Photo of Finicity
Work 434 West Ascension Way Suite, #200 Salt Lake City, UT 84123 USA Website: www.finicity.com
Categories: Integration Hub
Updated 5 months ago. Return to top.
Photo of FINMASON INC
Work 2 Oliver Street Suite 607 Boston MA 02109 USA Website: www.finmason.com
Categories: Wealth Management, Wealth Management Administration
Updated 5 months ago. Return to top.
Photo of Flagstone Investment Management
Home 17th Floor, New Zealand House, 80 Haymarket, St. James’s, London SW1Y 4TE United Kingdom Work Phone: 0203 745 8139 Website: www.flagstoneim.com/
Categories: Wealth Management
Updated 5 months ago. Return to top.
Photo of Flyingboat
Home Fusion Systems Limited, The Foundry, Huberts Lane Doyle Road, St Peter Port Guernsey GY1 1RG Channel Islands Work Phone: 01481 721031 Website: www.flyingboatsoftware.com
Categories: Accounting, Portfolio Management, Trading, Wealth Management CRM
Updated 5 months ago. Return to top.
Photo of Focus Solutions
Work Cranford House, Kenilworth Rd, Blackdown, Leamington Spa CV32 6RQ United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk
Categories: Cash Flow Modelling, Client Portal, Financial Planning, Research System, Wealth Management
Updated 5 months ago. Return to top.
Photo of Focus Solutions – Focus:360
Home United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk/products/focus360/
Categories: Practice Management System, Wealth Practice Management System (PMS)
Updated 2 months ago. Return to top.
Photo of Focus Solutions – Focus:Wealth
Home United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk/products/focuswealth
Categories: Wealth Management CRM
Updated 5 months ago. Return to top.
Photo of Focus Solutions – Now:Advise
Home United Kingdom Website: www.focus-solutions.co.uk/products/nowadvise/
Categories: Client Portal, Equity Release, Practice Management System, Wealth Practice Management System (PMS)
Updated 2 months ago. Return to top.
Photo of Focus Solutions – Now:Plan
Home Cranford House, Kenilworth Rd, Blackdown, Leamington Spa CV32 6RQ United Kingdom Work Phone: 01926 468300 Website: www.focus-solutions.co.uk/products/nowplan-online-tools/cash-flow/
Categories: Cash Flow Modelling
Updated 5 months ago. Return to top.
Photo of Focus Solutions – Now:Share
Home United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk/products/nowshare-co-browsing
Categories: Client Portal, Screensharing
Updated 2 months ago. Return to top.
Photo of FTRC – Digital Wealth Insights
Work United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.digitalwealthinsights.com
Categories: Product Research
Updated 2 months ago. Return to top.
Photo of FTRC – ProtectionGuru
Work United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.protectionguru.co.uk
Categories: Protection, Protection Product Research
Updated 2 months ago. Return to top.
Photo of FTRC – Quality Analyser
Home United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.qualityanalyser.com
Categories: Integrations, Protection, Protection Product Research, Research System
Updated 2 months ago. Return to top.
Photo of 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
Updated 5 months ago. Return to top.

G

Photo of Genovo
Home Suite 8, Sabrina House, Sabrina Court, Shrewsbury SY3 7BF United Kingdom Work Phone: 01743 730 010 Website: www.genovo.co.uk
Categories: Report Generation
Updated 5 months ago. Return to top.
Photo of Genpact
Work 5th Floor, 5 Merchant Square, Paddington, London W2 1AY United Kingdom Website: www.genpact.com
Categories: Portfolio Monitoring, Trading
Updated 5 months ago. Return to top.
Photo of Glia
Home USA Website: www.glia.com
Categories: Client Relationship Manager, CoBrowsing, Marketing, Screensharing
Updated 5 months ago. Return to top.
Photo of Grendel
Home USA Work Phone: 888-824-4477 Website: www.grendel.com
Categories: Client Portal, Client Relationship Manager
Updated 5 months ago. Return to top.

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Photo of Hourglass TIPS
Home United Kingdom Work Phone: 01752 600626 Website: www.hourglasssoftware.co.uk
Categories: Practice Management System, Wealth Practice Management System (PMS)
Updated 2 months ago. Return to top.
Photo of Hubwise
Work Waverley Court, Wiltell Road, Lichfield WS14 9ET United Kingdom Website: www.hubwise.co.uk
Categories: Platform
Updated 5 months ago. Return to top.

I

Photo of i4C
Home Upper Borough Walls, Bath BA1 1RG United Kingdom Work Phone: 01225 839411 Website: www.i4c.technology
Categories: Cash Flow Modelling, Financial Planning
Updated 5 months ago. Return to top.
Photo of IFAC Ltd.
Work IFAC House Unit 1.7 Andovesford Business Park GL54 4LB United Kingdom Work Phone: 01242 80 70 10 Website: www.ifac.eu
Categories: Compliance, Robo Compliance
Updated 1 month ago. Return to top.
Photo of Intelliflo
Home Third Floor, Drapers Court, Kingston Hall Road, Kingston upon Thames London KT1 2BQ United Kingdom Work Phone: 0330 102 8402 Website: https://www.intelliflo.com/
Categories: Client Portal, Portfolio Management, Practice Management System
Updated 5 months ago. Return to top.
Photo of Intelliflo – Personal Finance Portal
Home United Kingdom Website: www.intelliflo.com/pfp-digital-advice
Categories: Client Portal, Personal Finance Management
Updated 5 months ago. Return to top.
Photo of Intelliflo Intelligent Office
Home United Kingdom Website: https://www.intelliflo.com/solutions
Categories: Practice Management System, Wealth Practice Management System (PMS)
Updated 2 months ago. Return to top.
Photo of InterGen Data
Work 5600 Tennyson Parkway, Suite 335 Plano, Texas 75093 USA Work Fax: (972) 833-2820 Website: www.intergendata.com Blog: INTERGEN DATA – “DAVID – DIGITAL ADVICE VIA DEMOGRAPHICS” Blog: VIEWS FROM FINOVATE FALL: INTERGEN DATA
Categories: Artificial Intelligence, Cash Flow Modelling, Financial Planning, Machine Learning, Product Research, Research System
Updated 2 months ago. Return to top.
Photo of Investcloud
Work 77 Shaftesbury Ave, Soho, London W1D 5DU United Kingdom Work Phone: 020 3826 8510 Website: www.investcloud.com
Categories: Accounting, Client Portal, Trading
Updated 5 months ago. Return to top.
Photo of iPipeline
Work 3rd Floor, Montpellier House, Montpellier Dr, Cheltenham GL50 1TY United Kingdom Work Phone: 0345 408 4022 Website: www.ipipeline.com
Categories: Protection, Quotation Portal
Updated 6 months ago. Return to top.
Photo of iPipeline Solution Builder
Home United Kingdom Work Phone: 0345 408 4022 Website: www.assureweb.co.uk
Categories: Protection
Updated 5 months ago. Return to top.
Photo of Iress
Work Level 7 45 King William Street London EC4R 9AN United Kingdom Work Phone: 0345 068 3000 Website: www.iress.com
Categories: Client Portal, Client Relationship Manager, Financial Planning, Mortgage Application, Mortgage Practice Management System, Practice Management System, Quotation Portal, Research System
Updated 2 months ago. Return to top.
Photo of Iress Xplan
Home United Kingdom Website: www.iress.com/software/financial-advice/xplan/
Categories: Client Portal, Practice Management System, Wealth Practice Management System (PMS)
Updated 2 months ago. Return to top.
Photo of Iress Xplan Mortgage
Categories: Equity Release, Mortgage, Protection Product Research, Quotation Portal
Updated 2 months ago. Return to top.
Photo of Iress Xplan Portfolio
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
Updated 2 months ago. Return to top.
Photo of Iress Xplan Prime
Categories: Financial Planning
Updated 2 weeks ago. Return to top.

J

Photo of JCS
Work X-Ware Limited t/a JCS, Le Grenier, Grand Marché, Les Camps St Martin, GY4 6AA Guernsey, Channel Islands Work Phone: 03450 049 599 Website: www.talkjcs.com
Categories: Client Portal, Practice Management System
Updated 5 months ago. Return to top.

K

Photo of Knowledge Bank
Home Barnsley Business Village Innovation Way Barnsley South Yorkshire S75 1JL United Kingdom Work Phone: 01226 107077 Website: www.yourknowledgebank.co.uk
Categories: Mortgage Affordability, Mortgage Sourcing, Research System
Updated 2 months ago. Return to top.

L

Photo of Life Design Analysis Inc
Work 300 Wellington Street Unit 200 London ON N6B 2L5 Canada Work Phone: +1 855-268-2255 Website: www.lifedesignanalysis.com
Categories: Practice Management System, Quotation Portal
Updated 2 months ago. Return to top.

M

Photo of Model Office
Work 50 Liverpool Street, London EC2M 7PY United Kingdom Work Phone: 020 3005 5305 Website: www.model-office.co.uk
Categories: Reg Tech
Updated 5 months ago. Return to top.
Photo of Moneyhub Financial Technology
Work Phone: 0117 280 5120 Website: www.moneyhub.com
Categories: Client Portal, Personal Finance Management
Return to top.
Photo of Moneyinfo
Work Forward House 17 High St Henley-in-Arden B95 5AA United Kingdom Work Phone: 03303 600 300 Website: www.moneyinfo.com Blog: MONEYINFO – “BRANDED CLIENT PORTALS AND APPS” Blog: MONEYINFO
Categories: Client Portal, Personal Finance Management
Updated 2 weeks ago. Return to top.
Photo of Moneyscope
Home United Kingdom Website: www.moneyscopehq.com
Categories: Cash Flow Modelling, Retirement Planner
Updated 5 months ago. Return to top.
Photo of Morningstar
Work 55 City Rd, Old Street, London EC1Y 1HH United Kingdom Work Phone: 020 3107 0000 Website: www.morningstar.co.uk/
Categories: Cash Flow Modelling, Portfolio Monitoring, Portfolio Rebalancing, Risk Profiling
Updated 5 months ago. Return to top.
Photo of MortgageBrain
Work Mortgage Brain Ltd 111 St James’s Rd Croydon CR0 2UW United Kingdom Work Phone: 020 8665 3200 Website: www.mortgage-brain.co.uk
Categories: Mortgage Application, Mortgage Practice Management System, Mortgage Sourcing
Updated 2 months ago. Return to top.
Photo of MortgageBrain – The Key Client Portal
Work Mortgage Brain Ltd. 6 The Courtyard Buntsford Drive Bromsgrove B60 3DJ United Kingdom Work Phone: 0208 665 3200 Website: www.mortgage-brain.co.uk/the-key/client-portal
Categories: Client Portal
Updated 2 months ago. Return to top.
Photo of MYGABRIEL
Work 2 University Way, Oldham OL1 1ET United Kingdom Work Phone: 0161 413 5070 Website: www.mygabriel.co.uk
Categories: Regulatory Reporting
Updated 3 months ago. Return to top.
Photo of myprosperity
Work Level 1 1 Oxley Road Hawthorn Victoria 3122 AustraliaWork No 1 Poultry Poultry London EC2R 8EJ United Kingdom Website: www.myprosperity.com.au
Categories: Personal Finance Management
Updated 2 months ago. Return to top.
Photo of myWEALTHCLOUD
Work Deacon House, St Mary’s Court, The Broadway, Amersham, HP7 0UT United Kingdom Work Phone: 01494 683 777 Website: www.mywealthcloud.com
Categories: Secure Comms
Updated 5 months ago. Return to top.

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Photo of Novia
Work Novia Financial plc Cambridge House Henry Street Bath BA1 1JS United Kingdom Website: www.novia-financial.co.uk
Categories: Platform
Updated 5 months ago. Return to top.
Photo of Nuance
Dragon Speech Recognition
Home Weathered House, Pound Ln, Marlow SL7 2AF United Kingdom Work Phone: 01628 491600 Website: www.nuance.com
Categories: Voice Recognition
Updated 5 months ago. Return to top.
Photo of Nucleus
Work Nucleus HQ Greenside 12 Blenheim Place Edinburgh EH7 5JH United Kingdom Work Phone: 0131 226 9800 Website: www.nucleusfinancial.com
Categories: Platform
Updated 5 months ago. Return to top.

O

Photo of O&M Systems
Work 2 Charter Court, Severalls Business Park, Colchester, Essex CO4 9YA United Kingdom Work Phone: 01206 222195 Website: www.omsystems.co.uk
Categories: Cash Flow Modelling, Portfolio Rebalancing, Product Research, Retirement Planner, Risk Profiling, Switching Analysis
Updated 5 months ago. Return to top.
Photo of Objectway
Work 25 Canada Square, Canary Wharf, London E14 5LQ United Kingdom Work Phone: 020 7071 3000 Website: www.objectway.com
Categories: Client Portal, Portfolio Monitoring, Trading, Wealth Management CRM
Updated 5 months ago. Return to top.
Photo of Origo
Work 7 Lochside View, Edinburgh Park, Edinburgh EH12 9DH Work Phone: 0131 451 5181 Website: www.origo.com
Categories: Integration Hub
Updated 5 months ago. Return to top.
Photo of Ortec Finance
Home Bridge House 181 Queen Victoria Street London EC4V 4EG United Kingdom Work Phone: 0203 770 5780 Website: www.ortecfinance.com
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling
Updated 5 months ago. Return to top.
Photo of Oxford Risk
Home Oxford Risk Research & Analysis Ltd, 1 Paris Garden, London SE1 8ND United Kingdom Work Phone: 020 3941 2801 Website: www.oxfordrisk.com
Categories: Risk Profiling
Return to top.

P

Photo of Para-Sols
Work Beehive, Lingfield Point, Darlington, DL1 1RW United Kingdom Work Phone: 01325 281 969 Website: www.para-sols.co.uk
Categories: Compliance, Reg Tech
Updated 5 months ago. Return to top.
Photo of Pascal
Work 333 Adelaide St W 4th Floor, Toronto, ON M5V 1R5 Canada Work Phone: (416) 724-4783 Website: www.pascalfinancial.com
Categories: Artificial Intelligence, Platform, Wealth Management
Updated 2 months ago. Return to top.
Photo of PlanHappy Software
Work The Planning Rooms Wellington Court, Preston Farm, Stockton on Tees TS18 3TA United Kingdom Work Phone: 01642 062 358 Website: www.planhappy.co.uk
Categories: Client Portal, Client Relationship Manager, Practice Management System, Wealth Practice Management System (PMS)
Updated 1 month ago. Return to top.
Photo of Plum Software
Work Sherbourne House, Humber Avenue, Coventry CV1 2AQ T United Kingdom Work Phone: 0203 873 5566 Website: www.plumsoftware.co.uk
Categories: Client Portal, Client Relationship Manager, Practice Management System, Wealth Practice Management System (PMS)
Updated 2 months ago. Return to top.
Photo of Pocket Risk
Work 88 Wood St, Barbican, London EC2V 7RS United Kingdom Work Phone: 020 7097 5108 Work Phone: 07983557046 Website: www.pocketrisk.com
Categories: Risk Profiling
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Photo of Portemis
Work 27 Renwick Drive, Bromley. BR2 9GS United Kingdom Work Phone: 07889 181459 Website: www.portemis.com
Categories: Wealth Management CRM
Updated 3 months ago. Return to top.
Photo of Portfolio Cloud
Work Level 1 274 Coventry Street South Melbourne 3205 VIC Australia Website: www.portfoliocloud.com
Categories: Investment Analysis, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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Photo of PortfolioMetrix
Work 66 Buckingham Gate, Westminster, London SW1E 6AU United Kingdom Work Phone: 020 7965 7533 Website: www.portfoliometrix.com
Categories: Portfolio Management, Product Research
Updated 5 months ago. Return to top.
Photo of Practifi
Home L12/309 Kent St, Sydney NSW 2000, Australia Work Phone: +61 2 8005 6557 Website: www.practifi.com
Categories: Practice Management System, Wealth Practice Management System (PMS)
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Photo of Praemium Wealthcraft
Work 4th floor, Salisbury House, London Wall London, UK EC2M 5QQ United KingdomWork Level 19, 367 Collins Street Melbourne, Victoria 3000 AustraliaWork Unit N704D Level 7, Emirates Financial Towers, DIFC Po Box 507343 Dubai, UAE, AE Work Phone: 020 7562 2450 Website: www.praemium.com/wealthcraft/
Categories: Client Relationship Manager, Practice Management System, Wealth Practice Management System (PMS)
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Photo of Prestwood Truth
Work 5 Darwin House The Innovation Centre Pensnett Estate Kingswinford West Midlands DY6 7YB United Kingdom Work Phone: 01384273736 Website: www.truthsoftware.co.uk
Categories: Cash Flow Modelling, Practice Management System
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Photo of ProtonMail
Home Proton Technologies AG Chemin du Pré-Fleuri, 3 CH-1228 Plan-les-Ouates, Genève, Switzerland Website: www.protonmail.com
Categories: Cyber Security, E-mail Encryption, Secure Comms
Updated 5 months ago. Return to top.

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Work 5 St John’s Lane Farringdon London EC1M 4BH United Kingdom Website: www.qwil.io
Categories: Cyber Security, Secure Comms
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Photo of RAZORPLAN
Work 214 King St. West, Suite 510 Toronto Ontario M5H 3S6 Canada Work Phone: 1 866 675 7055 Website: www.razorplan.com
Categories: Financial Planning, Software
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Photo of Redtail
Work 3131 Fite Circle Sacramento, CA 95827 USA Work Phone: (800) 206-5030 Website: www.corporate.redtailtechnology.com
Categories: Client Relationship Manager
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Photo of Responsive.AI
Work 111-2050 Scotia Street Vancouver BC V5T 4T1 Canada Work Phone: +1 604 229 5353 Website: www.responsive.ai
Categories: Artificial Intelligence, Software, Wealth Management
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Photo of SaffronTec
Work Cannon Place, 78 Cannon Street, London, EC4N 6AF United Kingdom Work Phone: 0203 868 8836 Website: www.saffrontec.com
Categories: Financial Planning, Portfolio Management, Risk Profiling
Updated 2 months ago. Return to top.
Photo of Salesforce
Work EMEA Limited, Village 9, Floor 26 Salesforce Tower, 110 Bishopsgate, EC2N 4AY United Kingdom Work Phone: 0800 092 1223 Website: www.salesforce.com
Categories: Client Relationship Manager
Updated 5 months ago. Return to top.
Photo of SecureTheFile
Work 40 Islington High Street London, England N1 8EQ United Kingdom Work Phone: 020 3868 7494 Website: www.securethefile.com
Categories: Secure Comms
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Photo of Selectapension
Work Selectapension House, Eridge Road, Crowborough TN6 2SL United Kingdom Work Phone: 01892 669494 Website: www.selectapension.com
Categories: Portfolio Rebalancing, Product Research, Report Generation, Risk Profiling, Switching Analysis, Tax Optimisation
Updated 5 months ago. Return to top.
Photo of Seven Investment Management (7IM)
Home 3rd Floor, 55 Bishopsgate, London EC2N 3AS United Kingdom Work Phone: 020 7760 8777 Website: www.7im.co.uk
Categories: Cash Flow Modelling, Client Portal, Financial Planning
Updated 5 months ago. Return to top.
Photo of SimplyBiz
Centra
Work SimplyBiz Services Ltd, The John Smith’s Stadium, Stadium Way, Huddersfield, HD1 6PG United Kingdom Work Phone: 01484439100 Website: www.simplybiz.co.uk
Categories: Cash Flow Modelling, Product Research, Report Generation, Risk Profiling
Updated 5 months ago. Return to top.
Photo of Smartr365
Home 1 Queen Caroline St, Hammersmith, London W6 9YN United Kingdom Work Phone: 020 3111 0900 Website: www.smartr365.com
Categories: Mortgage Practice Management System
Updated 2 months ago. Return to top.
Photo of Sprint Enterprise Technology – Fastrak
Home 68a Milton Park Oxfordshire OX14 4RQ United Kingdom Work Phone: 0333 939 8270 Website: www.sprintenterprise.co.uk
Categories: Client Portal, Portfolio Management
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Photo of SSP
Work SSP Aldershot, Third Floor Tower 3, Royal Pavilion, Wellesley Road, Aldershot, Hampshire GU11 1PZ United Kingdom Work Phone: 01422 330 022 Website: www.ssp-worldwide.com
Categories: General Insurance, Practice Management System
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Photo of Standard Life Elevate
Work Elevate PO Box 6877 Basingstoke RG24 4RT United Kingdom Work Phone: 0345 600 2399 Website: www.elevateplatform.co.uk/elevate/adviser/
Categories: Platform
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Photo of Synaptic Software
Work Whiteley Office Fusion 1, Parkway, Solent Business Park, Whiteley, PO15 7AA United KingdomWork Solihull Office Knights Court, Solihull Parkway, Birmingham Business Park, B37 7YB Work Phone: 0800 783 4477 Website: www.synaptic.co.uk
Categories: Cash Flow Modelling, Client Portal, Portfolio Rebalancing, Product Research, Risk Profiling, Switching Analysis, Tax Optimisation
Updated 1 month ago. Return to top.

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Photo of Temenos
Work 71 Fenchurch St, London EC3M 4TD United Kingdom Work Phone: 020 7423 3700 Website: www.temenos.com
Categories: Client Portal, Portfolio Monitoring, Trading, Wealth Management CRM
Updated 5 months ago. Return to top.
Photo of Third Financial
Tercero
Work Third Financial 17 Neal’s Yard, London, WC2H 9DP United Kingdom Work Phone: 020 7349 0034 Website: www.thirdfin.com
Categories: Client Portal, Client Relationship Manager, Portfolio Monitoring, Practice Management System
Updated 5 months ago. Return to top.
Photo of Time4Advice
Work St Georges Works, 51 Colegate, Norwich, NR3 1DD United Kingdom Work Phone: 0800 032 3774 Website: www.time4advice.co.uk
Categories: Client Relationship Manager, Practice Management System, Wealth Practice Management System (PMS)
Updated 2 months ago. Return to top.
Photo of Timeline
Work Suite 5, First Floor, Phoenix House, Christopher Martin Road, Basildon, Essex, SS14 3EZ United Kingdom Work Phone: +44 01268 502 454 Website: www.timelineapp.co
Categories: Cash Flow Modelling, Investment Analysis, Product Research
Updated 5 months ago. Return to top.
Photo of Tolerisk
Work 5000 Sagemore Drive, Suite 102, Marlton, NJ 08053 USA Work Phone: 856-306-8873 Website: www.tolerisk.com
Categories: Risk Profiling
Updated 5 months ago. Return to top.
Photo of Trailblazer
Work Trailblazer Tracking Ltd, 35 Carlton Road, Worksop, S80 1PD United Kingdom Website: www.trailblazertracking.co.uk
Categories: Client Relationship Manager, Report Generation
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Photo of Transact
Work 29 Clement’s Lane, London EC4N 7AE United Kingdom Work Phone: 020 7608 4900 Website: www.transact-online.co.uk
Categories: Platform
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Photo of True Potential
Work 44 Grosvenor Gardens, Belgravia, London SW1W 0EB United Kingdom Work Phone: 020 7823 4225 Website: www.tpllp.com
Categories: Cash Flow Modelling, Client Portal, Client Relationship Manager, Mortgage Practice Management System, Personal Finance Management, Practice Management System, Quotation Portal, Retirement Planner, Switching Analysis, Tax Optimisation, Wealth Practice Management System (PMS)
Updated 2 months ago. Return to top.
Photo of Twenty7Tech
Work Avalon, Suite A, 7th Floor, Bournemouth BH8 8EZ United KingdomWork Twenty7Tec, WeWork Bishopsgate, 15 Bishopsgate, 03-104, London EC2N 3AR Work Phone: 01202 553457 Website: www.twenty7tec.com
Categories: Mortgage Application, Mortgage Practice Management System, Mortgage Sourcing
Updated 2 months ago. Return to top.

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Photo of UnderwriteMe
Work The Monument Building, 11-19 Monument St, London EC3R 8AF United Kingdom Website: www.underwriteme.co.uk
Categories: Quotation Portal
Updated 5 months ago. Return to top.
Photo of Unipass MAILOCK
Categories: E-mail Encryption, Secure Comms
Updated 2 months ago. Return to top.

V

Photo of Virtual Cabinet
Work Unit G, South Cambridgeshire Business Park Sawston, Cambridgeshire CB22 3JH United Kingdom Work Phone: 0845 166 1165 Work Fax: 01223 492 267 Website: www.virtualcabinet.com
Categories: Document Management, eSignatures, File Sharing
Updated 5 months ago. Return to top.
Photo of Visible Capital
Home 1 Lochrin Square 92-98 Fountainbridge Edinburgh EH3 9QA United Kingdon Website: www.visiblecapital.io
Categories: Bank Transaction Categorisation, Fact-finding, Integration & Open Banking, Reg Tech
Updated 16 hours ago. Return to top.
Photo of Voyant
Home Voyant Inc P.O. Box 5262, Stratford upon Avon CV37 1JS United Kingdom Work Phone: 020 8090 3600 Website: www.planwithvoyant.co.uk
Categories: Cash Flow Modelling, Financial Planning, Tax Optimisation
Updated 5 months ago. Return to top.
Photo of Voyant – Adviser
Categories: Cash Flow Modelling
Updated 5 months ago. Return to top.
Photo of Voyant – AdviserGo
Categories: Cash Flow Modelling, File Sharing, Integrations
Updated 2 weeks ago. Return to top.
Photo of Voyant – Snapshot
Categories: Cash Flow Modelling, Client Portal
Updated 5 months ago. Return to top.
Photo of Voyant – VoyantGo
Home United Kingdom Website: www.planwithvoyant.co.uk/content/en_GB/products/
Categories: Cash Flow Modelling
Updated 5 months ago. Return to top.

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Photo of Wealth Wizards – Turo for Advisers
Work Wizards House 8 Athena Court Tachbrook Park Leamington Spa CV34 6RT United Kingdom Website: www.turoadviser.com/services-for-advisers
Categories: Practice Management System
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Photo of wealthify
Home Tec Marina Terra Nova Way Penarth CF64 1SA United Kingdom Work Phone: 0800 802 1800 Website: https://www.wealthify.com/ Blog: WEALTHIFY – “DIGITAL WEALTH MANAGEMENT SYSTEM”
Categories: Investment Platform, Wealth Management
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Work 13 Queensway House Queensway Middlesbrough Cleveland TS3 8TF United Kingdom Website: www.witsifa.co.uk
Categories: Practice Management System
Updated 1 month ago. Return to top.

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Photo of Zuryc Inc.
Work 128 S. Tryon St Charlotte NC 28202 USA Work Phone: (336) 515-6232 Website: www.zuryc.com
Categories: IT and Cloud Services
Updated 2 weeks ago. Return to top.