3
360 Dotnet
360 Dotnet Unit 18B East Link Meridian Business Park Leicester LE19 1XW United Kingdom
Work Phone: 0116 2408621
Work Email: [email protected]
Work Email: [email protected]
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
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
7
7iM
3rd Floor, 55 Bishopsgate, London EC2N 3AS United Kingdom
Work Phone: 020 7760 8777
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Website: www.7im.co.uk
Categories: Cash Flow Modelling, Client Portals, Financial Planning
A
A2Risk
1 Fleet Place London England EC4M 7RA United Kingdom
Risk Profiling Tools: Our Analysis
Website: www.a2risk.com
Categories: Risk Profiling Tools
ABAKA
ABAKA Holdings Ltd Victoria Spaces – 25 Wilton rd Pimlico London SW1V 1LW United Kingdom
Website: abaka.me
Categories: Artificial Intelligence, Platform
AccountScore
Euston Tower, 286 Euston Rd, Kings Cross, London NW1 3DP United Kingdom
Work Phone: 020 7030 3000
Work Email: [email protected]
Website: www.accountscore.com
Categories: Credit Risk Analysis, Mortgage Affordability
Acre Software
St Albans House 57-59 Haymarket St. James’s London SW1Y 4QX United Kingdom
Work Email: [email protected]
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
Ada Fintech
Runway East Bristol 1 Victoria St Redcliffe Bristol BS1 6AA United Kingdom
Work Phone: 020 7250 3331
Work Email: [email protected]
Research Systems: Our Analysis
Website: adafintech.co.uk
Categories: Investment Analysis, Research Systems
Advantra Wealth
1 Canada Square London E14 9HA United Kingdom
Work Email: [email protected]
Wealth Management Systems: Our Analysis
Website: www.advantrawealth.com
Categories: Artificial Intelligence, Risk Profiling Tools, Wealth Management Systems
Advice Intelligence
Level 6 37 Pitt St Sydney NSW 2000 Australia
Work Phone: 1300 242 384
Work Email: [email protected]
Website: www.adviceintelligence.com
Categories: Cash Flow Modelling, Client Relationship Manager, Financial Planning
Advice Revolution
3 Spring St Sydney NSW 2000 Australia
Work Phone: 02 3813 8088
Work Email: [email protected]
Website: www.advicerevolution.com.au
Categories: Client Onboarding, Fact Finding
AdviceBridge
3 Lloyd’s Ave London EC3N 3DS United Kingdom
Work Phone: +44 203 925 3850
Work Email: [email protected]
Wealth Management Systems: Our Analysis
Website: www.advicebridge.com
Categories: Wealth Management Systems
Advicefront
FNZ Labs 67 Lombard Street London EC3V 9LJ United Kingdom
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Website: advicefront.com
Categories: Cash Flow Modelling, Client Onboarding, Financial Planning
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
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
Advise Wise
Advise Wise Limited 3175 Century Way Leeds LS15 8ZB United Kingdom
Work Phone: 0333 050 8771
Work Email: [email protected]
Equity Release Systems: Our Analysis
Website: advisewise.com
Categories: Equity Release Systems
Adviser Cloud
Nebular House 15 Waterloo Road Stalybridge Cheshire SK15 2AU United Kingdom
Work Phone: 03330 144 490
Work Email: [email protected]
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Website: advisercloud.co.uk
Categories: Client Portals, Practice Management System, Wealth Practice Management System
Adviser Portals
Portal House, 65 Dale Street, Milnrow, Rochdale, Lancashire OL16 3NJ United Kingdom
Work Phone: 0345 056 3477
Work Email: [email protected]
Website: www.adviserportals.co.uk
Categories: Adviser Website Design/Set Up
Advisor Products
333 Jericho Tpke Suite 119 Jericho NY 11753 United States of America
Mobile Phone: (888) 274-5755
Work Email: [email protected]
AdvisorStream
86 Gloucester Pl Marylebone London W1U 6HP United Kingdom
Work Phone: 0808 271 1560
Work Email: [email protected]
Marketing & Client Engagement Systems: Our Analysis
Website: www.advisorstream.co.uk
Categories: Content Creation, Marketing Systems
Advisory World
United States of America
Work Phone: (800) 480-3888
Work Email: [email protected]
Website: www.advisoryworld.com
Categories: Investment Analysis, Portfolio Analysis, Risk Profiling Tools
AgencyBloc
Categories: Client Relationship Manager
Aixigo
41 Luke Street London EC2A 4AR United Kingdom
Work Phone: +49 (0)241 55 97 09-0
Work Email: [email protected]
Website: https://www.aixigo.com/
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring
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
Work Email: [email protected]
Wealth Management Systems: Our Analysis
Website: www.akonihub.com
Categories: Cash Savings and Deposit Management, Wealth Management Systems
AlgoDynamix
46 New Broad Street London EC2M 1JH United Kingdom
Website: www.algodynamix.com
Categories: Risk Profiling Tools
Allvue
Becket House 7th Floor 36 Old Jewry London EC2R 8DD United Kingdom
Work Phone: +44 (0) 203 540 8660
Work Email: [email protected]
Website: www.allvuesystems.com
Categories: Client Portals, Client Relationship Manager, Compliance, Portfolio Management, Portfolio Monitoring, Research Systems
Ammonite
Office 18 64 – 66 Wingate Square London SW4 0AF United Kingdom
Work Phone: 020 3434 2718
Work Email: [email protected]
Report Generation Software: Our Analysis
Website: www.ammonitewealth.com
Categories: Report Generation Software
Answers in Retirement (AIR) Sourcing
Southgate House Southgate Street Gloucestershire Gloucester GL1 1UD United Kingdom
Work Phone: 0800 294 5097
Work Email: [email protected]
Equity Release Systems: Our Analysis
Website: airsourcing.co.uk
Categories: Equity Release Systems
Apricity
Apricity Compliance Ltd Whessoe Technology Centre Alderman Best Way Darlington DL1 4WB United Kingdom
Work Phone: 01325 952 969
Work Email: [email protected]
RegTech Systems: Our Analysis
Website: apricitycompliance.co.uk
Categories: Compliance, RegTech Systems
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
Asendium
Level 3 478 George Street Sydney NSW 2000 Australia
Work Email: [email protected]
Website: www.asendium.com
Categories: Fact Finding, RegTech Systems
Asset-Map
225 Arch Street First Floor Philadelphia PA 19106 United States of America United Kingdom
Work Phone: 888-664-8850
Work Email: [email protected]
Website: Main Website
Website: UK Website
Marketing & Client Engagement Systems: Our Analysis
Categories: Client Engagement, Financial Planning, Report Generation Software
Assyst Software & Consultancy Ltd
Alchornes House Basset Down Wiltshire SWINDON SN4 9QP United Kingdom
Work Phone: 01793 845511
Work Email: [email protected]
Website: assyst-software.com
Categories: Client Relationship Manager, Practice Management System
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
ATEB Suitability
Evolve Business Centre Cygnet Way Houghton le Spring Durham DH4 5QY United Kingdom
Work Phone: +44 (0) 191 338 8177
Work Email: [email protected]
Report Generation Software: Our Analysis
Website: www.atebsuitability.co.uk
Categories: Report Generation Software
Avaloq
3rd Floor, 2 Copthall Ave, London EC2R 7DA United Kingdom
Work Phone: 020 7796 3587
Website: www.avaloq.com
Categories: Client Portals
Aveni
United Kingdom
Work Phone: 0333 016 5242
Work Email: [email protected]
RegTech Systems: Our Analysis
Website: https://aveni.ai/
Categories: Artificial Intelligence, Compliance, RegTech Systems, Speech Analytics
B
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
Be-IQ
86-90 Paul St, London EC2A 4NE United Kingdom
Work Email: [email protected]
Risk Profiling Tools: Our Analysis
Website: www.beiq.co.uk
Categories: Risk Profiling Tools
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
Betterment
Betterment LLC 8 W. 24th Street, 6th Floor New York, NY 10010 United States of America
Mobile Phone: (718) 400-6898
Work Email: [email protected]
Website: www.betterment.com
Categories: Investment Platform, Wealth Management Systems
Beyond Encryption
Beyond Encryption, PO Box 735, Fareham PO14 9RD United Kingdom
Work Phone: 020 8123 4546
Work Email: [email protected]
Secure Communication Systems: Our Analysis
Website: www.beyondencryption.com
Website: Mailock – Secure Email
Website: Nigel – Document Concierge
Website: AssureScore – Crowd ID
Categories: Client Identity, Cyber & Data Security, Document Management, E-mail Encryption, Secure Communication Systems
BlackCloak
Orlando Florida United States of America
Website: blackcloak.io
Categories: Cyber & Data Security
Bluecoat Software
90 Long Acre Covent Garden London WC2E 9RA United Kingdom
Work Phone: 0845 226 0720
Work Email: [email protected]
Website: bluecoatsoftware.com
Categories: Practice Management System
BrokerIQ
Floor 1, 3-5 Commercial Court Belfast United Kingdom
Mobile Phone: 07851237192
Work Email: [email protected]
Client Portals: Our Analysis
Website: www.brokeriq.co.uk
Categories: Client Onboarding, Client Portals, Life Insurance/Protection
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
C
CAIS
527 Madison Avenue 2nd Floor New York NY 10022 United States of America
Work Phone: +1 (855) 844-2247
Work Email: [email protected]
Website: www.caisgroup.com
Categories: Investment Platform, Platform
Capacity
St. Louis, Missouri United States of America
Work Email: [email protected]
Website: www.capacity.com
Categories: Artificial Intelligence
CashCalc
Waterside Court, 12 Albany St, Newport NP20 5NT United Kingdom
Work Phone: 0333 300 3489
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Client Portals: Our Analysis
Website: www.fefundinfo.com/fe-cashcalc
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Secure File Sharing
Castlight
133 Finnieston St, Glasgow G3 8HB United Kingdom
Work Phone: 0800 193 3547
Website: www.castlightfinancial.com
Categories: Credit Risk Analysis, Mortgage Affordability
Catalyst Software
Work Phone: 0118 988 2111
Work Email: [email protected]
Website: www.catalystsoftware.co.uk/
Business Performance & Operational Management: Our Analysis
Categories: Business Performance & Operational Management
Catchlight
Categories: Artificial Intelligence, Client Engagement, Lead Generation
Centology
Centology Ltd Unit 2 Queen Street Emsworth Hampshire PO10 7BT United Kingdom
Work Phone: 0345 646 1055
Work Email: [email protected]
Website: www.centology.co.uk
Categories: Client Onboarding, Client Relationship Manager, Document Management
Certua
4th Floor, 64 Great Eastern Street, London EC2A 3QR United Kingdom
Work Phone: 020 3962 0795
Work Email: [email protected]
Website: www.certua.io
Categories: Bank Transaction Categorisation, Credit Risk Analysis, Life Insurance/Protection, Mortgage Affordability, Product Research, Research Systems
CIExpert
CIExpert Ltd 1st Floor 271 High Street Berkhamsted Herts HP4 1AA United Kingdom
Work Phone: +44 (0) 203 771 4607
Work Email: [email protected]
Research Systems: Our Analysis
Website: ciexpert.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Research Systems
Clarity
Poplars Farm Walsall Road Springhill Lichfield WS14 0BY United Kingdom
Work Phone: 07500 993999
Work Email: [email protected]
Website: www.clarity-software.co.uk
Categories: Fact Finding, Report Generation Software
Clarity AI
10 York Rd London SE1 7ND United Kingdom 609 Greenwich St Floor 4 New York NY 10014 United States of America
Work Email: [email protected]
Website: clarity.ai
Categories: Artificial Intelligence, ESG, Risk Profiling Tools
Clever Adviser
Watergate House Watergate St Chester CH1 2LF United Kingdom
Work Phone: 01244 346343
Work Email: [email protected]
Portfolio Analysis: Our Analysis – Clever Adviser
Portfolio Analysis: Our Analysis – Clever Adviser Model Portfolio Service
Website: cleveradviser.com
Categories: Portfolio Analysis, Portfolio Management, Product Research
Click2Check
Click2Check Ltd, Phoenix House Pyrford Road, West Byfleet Surrey KT14 6RA United Kingdom
Mobile Phone: 01932 548888
Work Email: [email protected]
RegTech Systems: Our Analysis
Website: www.click2check.com
Categories: Client Identity, Credit Risk Analysis, RegTech Systems
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
Collidr
34 Southwark Bridge Road London SE1 9EU United Kingdom
Work Phone: +44(0)808 281 2900
Work Email: [email protected]
Website: collidr.com
Categories: Portfolio Management, Report Generation Software, Workflows
Comarch
52 Grosvenor Gardens, Belgravia, London SW1W 0AU
Work Phone: 020 7467 8700
Work Email: [email protected]
Wealth Management Systems: Our Analysis
Website: www.comarch.com
Categories: Client Portals, Financial Planning, Wealth Management Systems
Comentis
Categories: Financial Vulnerability Assessment, Mental Capacity Assessment
Competent Adviser
Stiles House Moorhurst Lane South Holmwood Dorking Surrey RH5 4LJ United Kingdom
Work Phone: 01306 711 956
Work Email: [email protected]
Website: www.competentadviser.com
Categories: Compliance, RegTech Systems
Compliance Star
2nd Floor 4 St. Paul’s Churchyard London EC4M 8AY United Kingdom
Work Phone: 0203 859 0056
Work Email: [email protected]
Website: compliancestar.co.uk
Categories: RegTech Systems
Concenter Services & XLR8
P.O. Box 941968 Plano TX 75094 United States of America
Work Phone: (877) 513-3862
Work Email: [email protected]
Website: xlr8crm.com
Wealth Practice Management Systems: Our Analysis
Categories: Client Relationship Manager
Conneqtor
1910 Thomes Ave Cheyenne WY 82001 United States of America
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
Contact State
Salatin House 19 Cedar Road, Sutton London SM2 5DA United Kingdom
Work Phone: 07515905536
Work Email: [email protected]
Website: www.contactstate.com
Categories: Lead Generation
Contengo
Hillview Lodge Hill Abingdon Oxfordshire OX14 2JA United Kingdom
Work Phone: 01865 735705
Work Email: [email protected]
Client Portals: Our Analysis
Website: contengo.net
Categories: Client Portals, Practice Management System
corfinancial
2nd Floor 28-30 Cornhill London EC3V 3NF United Kingdom
Work Phone: +44 (0) 203 848 4250
Work Email: [email protected]
Website: www.corfinancialgroup.com
Categories: Accounting, ESG, Risk Profiling Tools, Trading
Couplr
1910 Thomes Ave Cheyenne WY 82001 United States of America
Work Email: [email protected]
Website: www.couplr.ai/
Marketing & Client Engagement Systems: Our Analysis
Categories: Client Engagement, Marketing Systems
Creativemass
WealthConnect
18 Oliver Ln Level 6 Melbourne Victoria 3000 Australia
Work Email: [email protected]
Website: www.creativemass.com
Categories: Client Relationship Manager
Credo Wealth
8-12 York Gate 100 Marylebone Road London NW1 5DX United Kingdom
Work Phone: +44 (0)20 7968 8300
Work Email: [email protected]
Website: www.credogroup.com
Categories: Platform, Research Systems, Risk Profiling Tools, Trading
D
d1g1t
d1g1t Inc 366 Adelaide St W unit 704 Toronto ON M5V 1R9 Canada
Work Email: [email protected]
Website: www.d1g1t.com
Categories: Platform, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
DASH
Level 3 157 Walker Street North Sydney NSW 2060 Australia
Work Phone: 1300 726 008
Work Email: [email protected]
Work Email: [email protected]
Website: dash.com.au
Categories: Client Relationship Manager, Document Management, Platform, Workflows
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
DataViewWealth
Work Phone: +27 (0)21 201 2381
Work Email: [email protected]
Website: www.dataviewwealth.com/
Wealth Practice Management Systems: Our Analysis
DD Hub
Office 7 35-37 Ludgate Hill London EC4M 7JN United Kingdom
Mobile Phone: 020 3633 2185
Work Email: [email protected]
Research Systems: Our Analysis
Website: https://www.ddhub.co.uk/
Categories: Product Research, Research Systems
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
Work Email: [email protected]
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Risk Profiling Tools: Our Analysis
Portfolio Rebalancing: Our Analysis
Switching Analysis: Our Analysis
Research Systems: Our Analysis
Website: www.defaqto.com
Categories: Cash Flow Modelling, Financial Planning, Life Insurance/Protection Product Research, Portfolio Rebalancing, Product Research, Research Systems, Risk Profiling Tools, Switching Analysis
DeliverySlip
1101 Gulf Breeze Pkwy Suite 200 Gulf Breeze, FL 32561 FL 32561 United States
Work Email: [email protected]
Work Email: [email protected]
Website: www.deliveryslip.com
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems
Digital Clipboard
70 Wilson Street London England EC2A 2DB United Kingdom
Categories: Client Onboarding, Fact Finding
Digital Wealth Solutions Limited
Digital Wealth Solutions Limited Eagle Tower Montpellier Drive Cheltenham GL50 1TA
Work Email: [email protected]
Client Portals: Our Analysis
Website: www.digitalwealthsolutions.co.uk
Categories: Adviser Website Design/Set Up, Client Portals, Document Management, E-Signature, Practice Management System, Secure Communication Systems, Secure File Sharing, Wealth Management Systems
Digital Wealth Systems
Manchester United Kingdom
Work Phone: 03330 156 350
Work Email: [email protected]
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Website: www.digitalwealthsystems.co.uk
Categories: Client Portals, Portfolio Management, Wealth Practice Management System
Digivo
Office One 1 Coldbath Square London EC1R 5HL United Kingdom
Work Phone: 01572 490527
Work Email: [email protected]
Website: www.digivomedia.co.uk
Categories: Client Engagement, Workflows
Dion Global
Enkalon House, 86-92 Regent Rd, Leicester LE1 7DD United Kingdom
Work Phone: 01162335050
Work Email: [email protected]
Website: www.dionglobal.com
Categories: Wealth Management Systems
Direct Life & Pensions – Life Quote
LifeQuote Friars Gate House 52A East St Chichester PO19 1JG United Kingdom
Work Phone: 01243 791199
Work Email: [email protected]
Quotation Portals: Our Analysis
Website: home.lifequote.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals
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
docVinci
Categories: Adviser Website Design/Set Up, Marketing Systems
Dorsum
Categories: Client Portals, Financial Planning, Portfolio Analysis, Report Generation Software
durell
Collar Factory 112 St Augustine Street Taunton Somerset Somerset TA1 1QN United Kingdom
Work Phone: 01823 326324
Work Email: [email protected]
Website: www.durell.co.uk
Categories: Client Relationship Manager
Dynamic Planner
Distribution Technology Sovereign House Vastern Road Reading RG1 8BT United Kingdom
Work Phone: 0333 6000 500
Work Email: [email protected]
Work Email: [email protected]
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Client Portals: Our Analysis
Risk Profiling Tools: Our Analysis
Website: www.dynamicplanner.com
Categories: Client Portals, Financial Planning, Portfolio Management, Product Research, Report Generation Software, Research Systems, Risk Profiling Tools
E
Ebix Inc
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
Egress
12th Floor White Collar Factory 1 Old Street Yard Old Street London EC1Y 8AF United Kingdom
Work Phone: 0844 8000 172
Work Email: [email protected]
Secure Communication Systems: Our Analysis
Website: www.egress.com
Categories: E-mail Encryption, Secure Communication Systems
Elements
879 Baxter Dr South Jordan UT 84095 United States
Website: www.getelements.com/
Marketing & Client Engagement Systems: Our Analysis
Categories: Marketing Systems
Elen
Sophia House 28 Cathedral Road Cardiff CF11 9LJ United Kingdom
Work Email: [email protected]
Website: www.elen.co
Categories: Client Portals, Client Relationship Manager, Document Management, E-Signature, File Sharing, Practice Management System, Regulatory Reporting, Report Generation Software, Secure File Sharing, Wealth Management Administration
eligible
5th Floor Lector Court 151-153 Farringdon Road London EC1R 3AF United Kingdom
Work Email: [email protected]
Website: eligible.ai
Categories: Client Engagement, Client Portals, Content Creation, Marketing Systems
Eligible
Unit 13 113 Farringdon Road London EC1R 3BX United Kingdom
Work Email: [email protected]
Website: www.eligible.ai
Marketing & Client Engagement Systems: Our Analysis
Categories: Client Engagement
EnlightenESG
London United Kingdom
Work Phone: +44 (0)20 3970 3100
Work Email: [email protected]
Website: www.enlightenesg.com
Categories: ESG, Sustainable Fact-Find
Envizage
International House 142 Cromwell Road Kensington London SW7 4EF United Kingdom
Work Phone: +44 79 01 88 88 66
Work Email: [email protected]
Website: www.envizage.me
Categories: Financial Planning
Equiniti
Equiniti Broadgate Tower Primrose Street London EC2A 2EW United Kingdom
Website: www.equiniti.com
Categories: Portfolio Management, RegTech Systems, Trading
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
Eton Solutions
2250 Perimeter Park Drive Suite 150 Morrisville NC 27560 United States of America
Work Phone: 919.595.8180
Work Email: [email protected]
Website: eton-solutions.com
Categories: Platform, Wealth Management Administration, Wealth Management Systems
EV
Benyon House, Newbury Business Park, Newbury RG14 2PZ United Kingdom 50 Liverpool Street London EC2M 7PY
Work Phone: 01635881180
Work Email: [email protected]
Risk Profiling Tools: Our Analysis
Cash Flow/Financial Planning: Our Analysis
Website: www.ev.uk
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling Tools
F
FA Solutions
Birchin Court 20 Birchin Lane London EC3V 9DU United Kingdom
Mobile Phone: 020 3633 2185
Work Email: [email protected]
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
FE fundinfo
FE fundinfo (UK) Limited 30 Great Pulteney Street London W1F 9NN United Kingdom
Work Phone: +44 20 7534 76 00
Work Email: [email protected]
Work Email: [email protected]
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
Feedsy
Australia
Work Phone: 0423 020 190
Marketing & Client Engagement Systems: Our Analysis
Website: www.feedsy.info
Categories: Marketing Systems
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
Fiduciary Exchange LLC (FIDx)
1000 Chesterbrook Blvd Suite 135 Berwyn PA 19312 United States of America
Work Phone: 877-554-FIDx
Work Email: [email protected]
Website: www.fid-x.com
Categories: Life Insurance/Protection, Platform, Retirement Planners
Figlo
Dorpsstrat 151-155 2903 LA Capelle a/d lJssel The Netherlands
Work Phone: 010-2646666
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Website: www.figlo.com
Categories: Cash Flow Modelling, Financial Planning
Filehaven
1st Floor 8 Arnside Road Waterlooville Hampshire PO7 7UP United Kingdom
Work Phone: 023 9200 6355
Work Email: [email protected]
Secure Communication Systems: Our Analysis
Website: filehaven.co.uk
Categories: Secure Communication Systems
Fin365
Studio 1, 2-6 Rutland St, Geelong, VIC, 3220 Australia
Work Phone: 1300 346 365
Work Email: [email protected]
Website: www.fin365.com.au
Categories: Client Portals, Client Relationship Manager, Practice Management System, Workflows
Finaeo
1087 Queen St W Suite 400, Toronto, ON M6J 1H3, Canada
Work Phone: 416-639-1739
Work Email: [email protected]
Website: www.finaeo.com
Categories: Life Insurance/Protection, Life Insurance/Protection Administration, Practice Management System, Quotation Portals
Finalytiq
Suite 5 Phoenix House, Christopher Martin Rd, Basildon, Essex SS14 3EZ United Kingdom
Work Phone: 01268 502 454
Work Email: [email protected]
Website: www.finalytiq.co.uk
Categories: Cash Flow Modelling
Finametrica
Contact: Brod Whiting
United Kingdom
Mobile Phone: +44 (0) 7445 237006
Work Email: [email protected]
Work Email: [email protected]
Risk Profiling Tools: Our Analysis
Website: www.riskprofiling.com
Categories: Risk Profiling Tools
Financial Mappers
Financial Mappers PO Box 133 Hamilton, QLD 4007 Australia
Work Phone: 1300 162 945
Work Email: [email protected]
Website: www.financialmappers.com.au
Categories: Cash Flow Modelling
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
Work Email: [email protected]
Website: www.financialsimplicity.com
Portfolio Analysis: Our Analysis
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
Financial Tech Tools
Vancouver BC V6Z 2V9 Canada
Work Phone: (778) 895-6978
Work Email: [email protected]
Website: www.financialtechtools.ca
Categories: Adviser Website Design/Set Up, Content Creation, Lead Generation, Marketing Systems
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
Work Email: [email protected]
Client Portals: Our Analysis
Cash Flow/Financial Planning: Our Analysis
Website: www.fincalc.co.uk
Categories: Cash Flow Modelling, Client Portals, Transvas Profiler
FinDock
Nevelgaarde 20K 3436 ZZ Nieuwegein The Netherlands
Website: findock.com
Categories: Payments Management
Finicity
434 West Ascension Way Suite, #200 Salt Lake City, UT 84123 United States of America
Work Email: [email protected]
Website: www.finicity.com
Categories: Integration Hub
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
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
Work Email: [email protected]
Client Portals: Our Analysis
Mortgage Practice Management Systems: Our Analysis – Finova
Mortgage Practice Management Systems: Our Analysis – Finova Lite
Website: www.finova.tech
Categories: Client Portals, Client Relationship Manager, Mortgage Practice Management Systems, Practice Management System
Fintegrate
Unit 1, Guest House Farm Runshaw Lane Chorley Lancashire PR7 6HD United Kingdom
Wealth Management Systems: Our Analysis
Website: fintegrate.co.uk
Categories: Portfolio Analysis, Wealth Management Systems
Fintuity
128 City Road London EC1V 2NX United Kingdom
Work Phone: +44 1274 003920
Work Email: [email protected]
Website: https://fintuity.com/
Flagstone Investment Management
17th Floor, New Zealand House, 80 Haymarket, St. James’s, London SW1Y 4TE United Kingdom
Work Phone: 0203 745 8139
Work Email: [email protected]
Wealth Management Systems: Our Analysis
Website: flagstoneim.com
Categories: Cash Savings and Deposit Management, Wealth Management Systems
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
Flourish
60 Madison Ave 11th fl New York NY 10010 United States of America
Work Phone: (833) 808-5700
Work Email: [email protected]
Website: www.flourish.com
Categories: Cash Savings and Deposit Management, Platform, Trading
Fluido
United States
Work Email: [email protected]
Website: www.fluidogroup.com/home
Wealth Practice Management Systems: Our Analysis
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
Work Email: [email protected]
Website: flyerft.com
Categories: Trading
Flyingboat
Fusion Systems Limited, The Foundry, Huberts Lane Doyle Road, St Peter Port Guernsey GY1 1RG Channel Islands
Work Phone: 01481 721031
Work Email: [email protected]
Website: www.flyingboatsoftware.com
Categories: Accounting, Portfolio Management, Trading, Wealth Management CRM, Wealth Management Systems
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
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
Focus Solutions – Focus:360
Categories: Practice Management System, Wealth Practice Management System
Focus Solutions – Focus:Wealth
Categories: Wealth Management CRM, Wealth Management Systems
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
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
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
Four Eyes Financial
89 Canterbury St #503 Saint John NB E2L 2C7 Canada
Mobile Phone: +1 506-719-0077
Work Email: [email protected]
Website: https://foureyes.financial/
Fourth Line
Level 2 545 King Street West Melbourne Victoria 3003 Australia
Work Phone: 1300 453 153
Work Email: [email protected]
Website: fourth-line.com.au
Categories: Compliance
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
fpPathfinder
Categories: Workflows
FTRC
United House North Road London N7 9DP United Kingdom
Work Phone: 020 3740 0000
Work Email: [email protected]
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
FTRC – Digital Wealth Insights
United House North Road London N7 9DP United Kingdom
Work Phone: 020 3740 0000
Work Email: [email protected]
Website: www.digitalwealthinsights.com
Categories: Product Research
FTRC – ProtectionGuru
United House North Road London N7 9DP United Kingdom
Work Phone: 020 3740 0000
Work Email: [email protected]
Website: www.protectionguru.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research
FTRC – Quality Analyser
United House North Road London N7 9DP United Kingdom
Work Phone: 020 3740 0000
Work Email: [email protected]
Website: www.qualityanalyser.com
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Research Systems
Fundata
38 Lesmill Road Toronto Ontario M3B 2T5 Canada
Mobile Phone: 1 (888) 328-9174
Work Email: [email protected]
Website: https://www.fundata.com/
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
FundSense
71-75 Shelton Street London WC2H 9JQ United Kingdom
Work Phone: +44 (0) 203 290 3990
Work Email: [email protected]
Website: www.fundsense.io
Categories: Artificial Intelligence, Document Analytics
Futureform
London United Kingdom
Work Email: [email protected]
Wealth Practice Management Systems: Our Analysis
Website: futureform.uk
Categories: Client Relationship Manager, Salesforce Implementations
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
G
GB Group
128 Queen Victoria Street London EC4V 4BJ United Kingdom
Work Phone: +44 (0) 124 465 7333
Work Email: [email protected]
Website: www.gbgplc.com
Categories: Anti Money Laundering
Genovo
Suite 8, Sabrina House, Sabrina Court, Shrewsbury SY3 7BF United Kingdom
Work Phone: 01743 730 010
Work Email: [email protected]
Report Generation Software: Our Analysis
Website: www.genovo.co.uk
Categories: Report Generation Software
Genpact
5th Floor, 5 Merchant Square, Paddington, London W2 1AY United Kingdom
Website: www.genpact.com
Categories: Portfolio Monitoring, Trading
Glia
United States of America
Website: www.glia.com
Categories: Client Relationship Manager, Marketing Systems, Screensharing
GoToMeeting
Categories: Screensharing
Grendel
United States of America
Work Phone: 888-824-4477
Work Email: [email protected]
Website: www.grendel.com
Categories: Client Portals, Client Relationship Manager
H
HALO Technologies
Level 14 360 Collins Street Melbourne VIC 3000 Australia
Work Phone: 0481 003 292
Work Email: [email protected]
Website: www.halo-technologies.com
Categories: Investment Analysis, Investment Platform
Hearsay Systems
600 Harrison St Suite 120 San Francisco CA 94107 United States of America
Work Phone: +1.844.556.4396
Work Email: [email protected]
Website: www.hearsaysystems.com
Categories: Adviser Website Design/Set Up, Client Engagement, Compliance, Marketing Systems
Hivrs
Level 2 14-20 Aerodrome Rd Maroochydore QLD 4558 Australia
Work Phone: +61 (7) 3053 5263
Work Email: [email protected]
Website: hivrs.com
Categories: Client Onboarding, Workflows
Holistiplan
College Station TX 77845 United States of America
Website: www.holistiplan.com
Categories: Tax Optimisation
HoneyPro
Work Email: [email protected]
Website: www.honeypro.co.uk
Estate Planning: Our Analysis
Categories: Estate Planning, Uncategorised
Hourglass TIPS
United Kingdom
Work Phone: 01752 600626
Work Email: [email protected]
Wealth Practice Management Systems: Our Analysis
Website: www.hourglasssoftware.co.uk
Categories: Practice Management System, Wealth Practice Management System
HUB Financial Solutions
United Kingdom
Work Phone: 01737 233413
Quotation Portals: Our Analysis
Website: www.hubfinancialsolutions.co.uk
Categories: Quotation Portals, Research Systems
Hubly
Vancouver British Columbia Canada
Work Phone: +1 888-329-0276
Work Email: [email protected]
Website: www.myhubly.com
Categories: Practice Management System
Hubwise
Waverley Court, Wiltell Road, Lichfield WS14 9ET United Kingdom
Website: www.hubwise.co.uk
Categories: Platform
HUG HUB
Gossard House, 5th Floor 7 Savile Row London W1S 3PE United Kingdom
Work Phone: 020 3633 0100
Work Email: [email protected]
Website: https://hughub.co.uk/
Categories: Client Engagement, Client Onboarding, Client Relationship Manager, Life Insurance/Protection
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
I
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
Work Email: [email protected]
Work Email: [email protected]
Website: icoverinsure.com
Categories: Underwriting
IFA Dataflow
County House Bayshill Rd Cheltenham GL50 3BA United Kingdom
Work Phone: +44 (0) 1242 787987
Work Email: [email protected]
Website: www.ifadataflow.co.uk
Categories: Income Reconciliation
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
iFactFind
767A Nicholson St PO Box 560 Carlton North VIC 3054 Australia
Work Phone: 1300 0 78577
Work Email: [email protected]
Website: ifactfind.com.au
Categories: Client Onboarding, Fact Finding
ifaDASH
United Kingdom
Business Performance & Operational Management: Our Analysis
Website: www.ifadash.com
Categories: Business Performance & Operational Management, RegTech Systems
Implemented Portfolios
Level 10 60 Carrington Street Sydney NSW 2000 Australia
Work Phone: +61 2 9164 9800
Work Email: [email protected]
Website: implementedportfolios.com.au
Categories: Investment Platform, Portfolio Analysis, Portfolio Management, Portfolio Monitoring
Income Conductor
Indyfin
1722 Routh St Suite 900 Dallas TX 75201 United States of America
Work Phone: (833) 463-9346
Work Email: [email protected]
Website: www.indyfin.com
Categories: Financial Adviser Research & Review, Investor Experience Platform
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
Work Email: [email protected]
Website: www.insigniscash.com
Categories: Cash Savings and Deposit Management
Insurian
85 Great Portland Street London W1W 7LT United Kingdom
Website: insurian.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Administration
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
intelliflo
Wellington House 60-68 Wimbledon Hill Road London SW19 7PA United Kingdom
Work Phone: 0330 102 8400
Work Email: [email protected]
Work Email: [email protected]
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Client Portals: Our Analysis
Personal Financial Management: Our Analysis
Portfolio Analysis: Our Analysis
Mortgage Practice Management Systems: Our Analysis
Wealth Practice Management Systems: Our Analysis
Website: www.intelliflo.com
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Mortgage Practice Management Systems, Personal Financial Management, Portfolio Analysis, Practice Management System, Wealth Practice Management System
IntelliTeq
Work Email: [email protected]
Website: www.intelliteq.co.uk
Categories: Client Engagement, Client Relationship Manager
InterGen Data
5600 Tennyson Parkway, Suite 335 Plano, Texas 75093 United States of America
Mobile Phone: (972) 833-2820
Work Email: [email protected]
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
Investcloud
77 Shaftesbury Ave, Soho, London W1D 5DU United Kingdom
Work Phone: 020 3826 8510
Work Email: [email protected]
Wealth Management Systems: Our Analysis
Website: www.investcloud.com
Categories: Accounting, Client Portals, Trading, Wealth Management Systems
InvestGlass
Categories: Client Portals, Client Relationship Manager, Marketing Systems, Portfolio Management
InvestSuite
Northumberland House 8 Northumberland Avenue London WC2N 5BY United Kingdom
Work Phone: +44 7305 70 40 54
Work Email: [email protected]
Website: www.investsuite.com
Categories: Investment Analysis, Investment Platform, Platform, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
iPipeline
3rd Floor, Montpellier House, Montpellier Dr, Cheltenham GL50 1TY United Kingdom
Work Phone: 0345 408 4022
Work Email: [email protected]
E-Signature, Document Processing & Storage: Our Analysis
Quotation Portals: Our Analysis
Website: Home
Website: SolutionBuilder – Life Insurance/Protection Product Research
Website: AlphaTrust – e-Signature and Document Process
Categories: E-Signature, Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals, Research Systems, Secure File Sharing
Iress
Level 7 45 King William Street London EC4R 9AN United Kingdom
Work Phone: 0345 068 3000
Work Email: [email protected]
Wealth Practice Management Systems: Our Analysis
Mortgage Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Cash Flow/Financial Planning: Our Analysis – Iress Xtools
Cash Flow/Financial Planning: Our Analysis – Iress Xtools Engage
Cash Flow/Financial Planning: Our Analysis – Iress O&M Profiler ESP
Portfolio Analysis: Our Analysis
Portfolio Rebalancing: Our Analysis
Quotation Portals: Our Analysis
Mortgage Sourcing Systems: Our Analysis – Iress Trigold
Mortgage Sourcing Systems: Our Analysis – Iress Xplan Mortgage
Wealth Management Systems: Our Analysis – Iress Proquote
Wealth Management Systems: Our Analysis – Iress Viewpoint
Wealth Management Systems: Our Analysis – Iress Xplan Private Wealth Management
Equity Release Systems: Our Analysis
Website: www.iress.com
Categories: Cash Flow Modelling, Client Portals, Client Relationship Manager, Equity Release Systems, Financial Planning, Life Insurance/Protection, Life Insurance/Protection Product Research, Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems, Portfolio Analysis, Portfolio Rebalancing, Practice Management System, Quotation Portals, Research Systems, Switching Analysis, Wealth Management Systems, Wealth Practice Management System
J
Jacobi
Categories: Cash Flow Modelling, Portfolio Analysis
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
Work Email: [email protected]
Website: www.talkjcs.com
Categories: Client Portals, Practice Management System
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
K
Keylu
United Kingdom
Website: keylu.com
E-Signature, Document Processing & Storage: Our Analysis
Categories: Document Management, File Sharing
Kinherit
Kinherit Ltd Equinox South Bristol BS32 4QL United Kingdom
Work Phone: +44(0)117 302 1888
Work Email: [email protected]
E-Signature, Document Processing & Storage: Our Analysis
Website: www.kinherit.co.uk
Categories: Document Management
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
L
Lenderlink
9-10 Neptune Court, Vanguard Way, Ocean Way, Cardiff, CF24 5PJ. United Kingdom
Work Phone: 0800 014 7797
Website: www.lenderlink.co.uk
Categories: Mortgage Sourcing Systems
Life Design Analysis Inc
300 Wellington Street Unit 200 London ON N6B 2L5 Canada
Work Phone: +1 855-268-2255
Website: www.lifedesignanalysis.com
Categories: Practice Management System, Quotation Portals
LifeYield
175 Federal Street, 7th Floor Boston MA 02110 United States of America
Work Email: [email protected]
Website: www.lifeyield.com
Categories: Tax Optimisation
LOGICLY
New York United States of America
Work Phone: 929-333-3023
Work Email: [email protected]
Website: logicly.finance
Categories: Compliance, Investment Analysis, Portfolio Management, Research Systems
Lumiant
Level 10 60 Carrington Street Sydney NSW 2000 Australia
Work Email: [email protected]
Marketing & Client Engagement Systems: Our Analysis
Website: lumiant.com.au
Categories: Client Engagement, Client Onboarding, Fact Finding
M
Mailock
Beyond Encryption, Gloster Ct, Fareham PO15 5SH United Kingdom
Work Phone: 020 8123 4546
Work Email: [email protected]
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
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
Masttro
Categories: Client Portals, Platform
MeetAmi
MeetAmi Innovations Inc Unit 10 – 1275 West 6th Avenue Vancouver BC V6H 1A6 Canada
Work Email: [email protected]
Website: www.amipro.ca
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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
Mimecast
1 Finsbury Avenue London EC2M 2PF United Kingdom
Work Phone: +44 (0)20 7847 8700
Work Email: [email protected]
Website: www.mimecast.com
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems
MirrorWeb
Floor 11 Tower 12 18-22 Bridge Street Manchester M3 3BZ United Kingdom Suite 14020 600 Congress Avenue Austin Texas 78701 United States of America
Work Phone: GB: +44 800 222 9200
Work Phone: US: +1 302‑597‑7350
Work Email: [email protected]
Website: www.mirrorweb.com
Categories: Compliance,
Mitigo
Southgate 2 321 Wilmslow Road Cheadle Cheshire SK8 3PW United Kingdom
Work Phone: 0161 711 0201
Work Email: [email protected]
Website: mitigogroup.com
Categories: Cyber & Data Security
Model Office
50 Liverpool Street, London EC2M 7PY United Kingdom
Work Phone: 020 3005 5305
Work Email: [email protected]
RegTech Systems: Our Analysis
Website: www.model-office.co.uk
Categories: RegTech Systems
Money Alive
Bedford Heights Brickhill Dr Bedford Bedfordshire MK41 7PH United Kingdom
Work Phone: 01904 403918
Work Email: [email protected]
RegTech Systems: Our Analysis
Website: www.moneyalive.co.uk
Categories: RegTech Systems
MoneyGaps
Categories: Client Onboarding, Client Relationship Manager, Fact Finding, Lead Generation, Report Generation Software
MoneyHub
101 Victoria Street Bristol BS1 6PU United Kingdom
Work Phone: 0117 280 5155
Categories: Accounting, Bank Transaction Categorisation
Moneyinfo
Forward House 17 High St Henley-in-Arden B95 5AA United Kingdom
Work Phone: 03303 600 300
Work Email: [email protected]
Client Portals: Our Analysis
Website: www.moneyinfo.com
Articles: MONEYINFO – “BRANDED CLIENT PORTALS AND APPS”
Articles: MONEYINFO
Categories: Client Portals, Personal Financial Management
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
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
Mortgage Brain
Mortgage Brain Ltd 111 St James’s Rd Croydon CR0 2UW United Kingdom
Work Phone: 0208 665 3200
Work Email: [email protected]
Work Email: [email protected]
Mortgage Practice Management Systems: Our Analysis
Mortgage Practice Management Systems: Our Analysis – MortgageStream
Client Portals: Our Analysis
Mortgage Sourcing Systems: Our Analysis – Sourcing Brain
Mortgage Sourcing Systems: Our Analysis – MortgageBrain Classic
Website: www.mortgagebrain.co.uk
Categories: Client Portals, Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems
Mortgage Broker Tools
56 Bell Street London NW1 5BU United Kingdom
Work Phone: Sales: 0808 281 2628
Work Phone: Customer Services: 0800 011 9521
Work Email: [email protected]
Website: w3.mortgagebrokertools.co.uk
Categories: Mortgage Affordability, Mortgage Sourcing Systems, Research Systems
Mortgage Magic
Ground Floor, Rainham House Manor Way Greater London RM13 8RH United Kingdom
Work Phone: 0333 888 0254
Work Email: [email protected]
Website: www.mortgage-magic.co.uk
Categories: Client Portals, Mortgage Practice Management Systems
MortgageStream
Mortgage Brain Limited 6 The Courtyard Buntsford Gate Bromsgrove Worcestershire B60 3DJ United Kingdom
Work Phone: 020 8665 3200
Work Email: [email protected]
Work Email: [email protected]
Website: www.mortgagestream.co.uk
Categories: Mortgage Practice Management Systems
My Factfind
Categories: Fact Finding
myprosperity
Level 1 1 Oxley Road Hawthorn Victoria 3122 Australia No 1 Poultry Poultry London EC2R 8EJ United Kingdom
Personal Financial Management: Our Analysis
Website: www.myprosperityuk.com
Categories: Personal Financial Management
MyRegData
2 University Way, Oldham OL1 1ET United Kingdom
Work Phone: 0161 413 5070
Work Email: [email protected]
Website: myregdata.co.uk
Categories: RegTech Systems, Regulatory Reporting
myWEALTHCLOUD – DocPortal
Deacon House, St Mary’s Court, The Broadway, Amersham, HP7 0UT United Kingdom
Work Phone: 01494 683 777
Website: www.thedocumentportal.co.uk
Categories: Client Portals, Secure Communication Systems
N
New Model Business Academy
A not for profit division of The SimplyBiz Group.
The John Smith’s Stadium Stadium Way Huddersfield West Yorkshire HD1 6PG United Kingdom
Work Phone: 01279 883463
Work Email: [email protected]
Website: nmbasites.co.uk
Categories: Adviser Website Design/Set Up
Ningi
60 Station Road Nassington PE8 6QB United Kingdom
Work Email: [email protected]
Website: www.ningi.co.uk
Categories: Adviser Website Design/Set Up, Client Engagement, Client Portals, Client Relationship Manager
Novia
Novia Financial plc Cambridge House Henry Street Bath BA1 1JS United Kingdom
Website: www.novia-financial.co.uk
Categories: Platform, Wealth Management Systems
Nuance
Dragon Speech Recognition
Weathered House, Pound Ln, Marlow SL7 2AF United Kingdom
Work Phone: 01628 491600
Website: www.nuance.com
Categories: Compliance, RegTech Systems
Nucleus
Nucleus HQ Greenside 12 Blenheim Place Edinburgh EH7 5JH United Kingdom
Work Phone: 0131 226 9800
Website: www.nucleusfinancial.com
Categories: Platform
NVISO
EPFL Innovation Park Building D 1015 Lausanne Switzerland
Work Phone: +41 21 353 8511
Work Email: [email protected]
Website: www.nviso.ai
Categories: Artificial Intelligence
O
O&M Pension Solutions
3 The Courtyards Phoenix Square Wyncolls Road Colchester Essex CO4 9PE United Kingdom
Work Phone: 01206 805405
Work Email: [email protected]
Website: www.ompensions.co.uk
Categories: Bulk Transfer Bureau, Pension Transfer Analysis, Transfer Bureau, Transfer Value Comparator
O&M Systems
2 Charter Court, Severalls Business Park, Colchester, Essex CO4 9YA United Kingdom
Work Phone: 01206 222195
Work Email: [email protected]
Website: www.omsystems.co.uk
Categories: Cash Flow Modelling, Portfolio Rebalancing, Product Research, Retirement Planners, Risk Profiling Tools, Switching Analysis
Objectway
25 Canada Square, Canary Wharf, London E14 5LQ United Kingdom
Work Phone: 020 7071 3000
Website: www.objectway.com
Categories: Client Portals, Portfolio Monitoring, Trading, Wealth Management CRM
On The Money
Parkway House 28 Avenue Road Bournemouth BH2 5SL United Kingdom
Work Email: [email protected]
Website: www.onthemoney.net
Categories: Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems
One Mortgage System
OMS House 20 Barttelot Road West Sussex RH12 1DQ United Kingdom
Work Phone: 0203 911 2211
Work Email: [email protected]
Mortgage Practice Management Systems: Our Analysis
Website: omsystem.website
Categories: Mortgage Practice Management Systems
Origo
7 Lochside View, Edinburgh Park, Edinburgh EH12 9DH
Work Phone: 0131 451 5181
Website: www.origo.com
Categories: Integration Hub
Ortec Finance
Bridge House 181 Queen Victoria Street London EC4V 4EG United Kingdom
Work Phone: 0203 770 5780
Work Email: [email protected]
Risk Profiling Tools: Our Analysis
Cash Flow/Financial Planning: Our Analysis
Website: www.ortecfinance.com
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling Tools
Oxford Risk
Oxford Risk Research & Analysis Ltd, 1 Paris Garden, London SE1 8ND United Kingdom
Work Phone: 020 3941 2801
Work Email: [email protected]
Risk Profiling Tools: Our Analysis
Website: www.oxfordrisk.com
Categories: Risk Profiling Tools
P
Para-Sols
Beehive, Lingfield Point, Darlington, DL1 1RW United Kingdom
Work Phone: 01325 281 969
Work Email: [email protected]
Website: www.para-sols.co.uk
Categories: Compliance, RegTech Systems
paraplanner.ai
Website: www.paraplanner.ai
Categories: Artificial Intelligence, Document Management, Report Generation Software
Paraplanning Online
Paraplanning Online Limited Caradoc House Abbey Foregate Shrewsbury SY2 6AP United Kingdom
Work Phone: 01888 411188
Work Email: [email protected]
Website: www.ppol.co.uk
Categories: Report Generation Software
Pascal WealthTech
30 Wellington Street West 5th Floor Toronto Ontario M5L 1E2 Canada
Work Email: [email protected]
Website: www.pascalwealthtech.com
Categories: Client Engagement, Client Onboarding, Fact Finding, Wealth Management Systems
PlanHappy Software
The Planning Rooms Wellington Court, Preston Farm, Stockton on Tees TS18 3TA United Kingdom
Work Phone: 01642 062 358
Work Email: [email protected]
Wealth Practice Management Systems: Our Analysis
Website: planhappysoftware.co.uk
Categories: Client Portals, Client Relationship Manager, Practice Management System, Wealth Practice Management System
Plannr Technologies Limited
Suite E, 5 The Briars Waterberry Drive Waterlooville Hampshire PO7 7YH United Kingdom
Work Phone: 0333 050 2272
Work Email: [email protected]
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Website: plannrcrm.com
Categories: Client Portals, Practice Management System, Wealth Practice Management System
PlantechHub
Richmond, Virginia United States of America
Work Phone: (833) 752-6832
Work Email: [email protected]
Website: plantechhub.com
Categories: Financial Planning
Planworth
Toronto, Ontario Canada
Work Phone: +1 (647) 479-2923
Work Email: [email protected]
Website: www.planworth.co
Categories: Client Portals, Financial Planning
Plutosoft
52 Oswald Street Innaloo 6018 Western Australia Australia
Work Phone: +(61) 8 6444 9363
Work Email: [email protected]
Work Email: [email protected]
Website: www.plutosoft.com.au
Categories: Client Portals, Financial Planning, Portfolio Management, Practice Management System
Pocket Finance
Calgary, AB Canada
Website: www.pocketfinance.com/advisors
Categories: Client Engagement, Client Portals, Personal Financial Management
Pocket Risk
88 Wood St, Barbican, London EC2V 7RS United Kingdom
Work Phone: 020 7097 5108
Work Phone: 07983557046
Work Email: [email protected]
Risk Profiling Tools: Our Analysis
Website: pocketrisk.com
Categories: Risk Profiling Tools
Pontera
111 W 33rd St fl 25 New York NY 10001 United States of America
Website: www.pontera.com
Categories: Order Management System, Trading
Portemis
27 Renwick Drive, Bromley. BR2 9GS United Kingdom
Work Phone: 07889 181459
Work Email: [email protected]
Website: www.portemis.com
Categories: Wealth Management CRM
Portfolio Cloud
Level 1 274 Coventry Street South Melbourne 3205 VIC Australia
Work Email: [email protected]
Portfolio Analysis: Our Analysis
Portfolio Rebalancing: Our Analysis
Website: www.portfoliocloud.com
Categories: Investment Analysis, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
PortfolioMetrix
Ground Floor 66 Buckingham Gate London SW1E 6AU United Kingdom
Work Phone: 020 7965 7533
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Website: www.portfoliometrix.com
Categories: Cash Flow Modelling, Portfolio Analysis, Portfolio Rebalancing, Practice Management System, Risk Profiling Tools
Practifi
L12/309 Kent St, Sydney NSW 2000, Australia
Work Phone: +61 2 8005 6557
Wealth Practice Management Systems: Our Analysis
Website: www.practifi.com
Categories: Practice Management System, Wealth Practice Management System
Prestwood Truth
5 Darwin House The Innovation Centre Pensnett Estate Kingswinford West Midlands DY6 7YB United Kingdom
Work Phone: 01384273736
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Website: www.truthsoftware.co.uk
Categories: Cash Flow Modelling, Practice Management System
ProtectionGuruPro
3rd Floor 70 Gracechurch Street London EC3V 0HR United Kingdom
Work Email: [email protected]
Research Systems: Our Analysis
Website: ProtectionGuruPro
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Product Research, Research Systems
ProtonMail
Proton Technologies AG Chemin du Pré-Fleuri, 3 CH-1228 Plan-les-Ouates, Genève, Switzerland
Work Email: [email protected]
Secure Communication Systems: Our Analysis
Website: proton.me
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems
Pulse360
Riverside, CA United States of America
Website: pulse360.com
Categories: Client Reviews, Meeting Notes, Workflows
Purpose Advisor Solutions
1128 Yonge St #300 Toronto ON Canada
Work Phone: 647 417 0210
Work Email: [email protected]
Website: www.purposeadvisorsolutions.com
Categories: Client Onboarding, Client Relationship Manager, Financial Planning, Platform, Portfolio Analysis, Portfolio Management, Practice Management System
Q
Quik!
Redondo Beach, CA United States of America
Work Phone: 877-456-7845
Work Email: [email protected]
Website: www.quickforms.com
Categories: E-Signature, Fact Finding
Quotehaven
1st Floor 8 Arnside Road Waterlooville Hampshire PO7 7UP United Kingdom
Work Phone: 0333 090 3236
Work Email: [email protected]
Research Systems: Our Analysis
Website: quotehaven.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals, Research Systems
Qwil Messenger
5 St John’s Lane Farringdon London EC1M 4BH United Kingdom
Secure Communication Systems: Our Analysis
Website: www.qwil.io
Categories: Cyber & Data Security, Secure Communication Systems
R
Rabbit Software
Kingsley House Victoria Street Painswick Gloucestershire GL6 6QA United Kingdom
Work Email: [email protected]
Website: www.rabbitsoftware.ltd
Business Performance & Operational Management: Our Analysis
Categories: Business Performance & Operational Management
RAZORPLAN
214 King St. West, Suite 510 Toronto Ontario M5H 3S6 Canada
Work Phone: 1 866 675 7055
Website: www.razorplan.com
Categories: Financial Planning
ReachStack
United States of America
Work Phone: 1.844.554.8722
Work Email: [email protected]
Website: www.reachstack.com
Categories: Content Creation, Marketing Systems
Recordsure
10 Lower Thames Street London EC3R 6EN United Kingdom
Work Phone: +44 (0) 20 3772 7272
Work Email: [email protected]
Website: recordsure.com
Categories: Artificial Intelligence, Compliance, Document Analytics, RegTech Systems, Speech Analytics
Redi2
205 Portland Street Suite 202 Boston MA 02114 United States of America
Work Phone: 877-668-4824
Work Email: [email protected]
Website: www.redi2.com
Categories: Income Reconciliation
Redtail
3131 Fite Circle Sacramento, CA 95827 United States of America
Work Phone: (800) 206-5030
Work Email: [email protected]
Website: www.corporate.redtailtechnology.com
Categories: Client Relationship Manager
Responsive.AI
111-2050 Scotia Street Vancouver BC V5T 4T1 Canada
Work Phone: +1 604 229 5353
Work Email: [email protected]
Website: www.responsive.ai
Categories: Artificial Intelligence, Client Onboarding, Client Portals, Wealth Management Systems
RetireMap
Australia
Work Phone: 0435 168 944
Work Email: [email protected]
Website: www.retiremap.com.au
Cash Flow/Financial Planning: Our Analysis
RiskPro®
2077 West Coast Highway Suite A Newport Beach CA 92663 United States of America
Work Phone: 949-207-1044
Work Email: [email protected]
Website: www.riskproadvisor.com
Categories: Risk Profiling Tools
S
SaffronTec
Cannon Place, 78 Cannon Street, London, EC4N 6AF United Kingdom
Work Phone: 0203 868 8836
Work Email: [email protected]
Website: www.saffrontec.com
Categories: Financial Planning, Portfolio Management, Risk Profiling Tools
Salesforce
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
SecureTheFile
40 Islington High Street London, England N1 8EQ United Kingdom
Work Phone: 020 3868 7494
Work Email: [email protected]
Website: www.securethefile.com
Categories: Secure Communication Systems
Selectapension
Selectapension House, Eridge Road, Crowborough TN6 2SL United Kingdom
Work Phone: 01892 669494
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Switching Analysis: Our Analysis
Website: www.selectapension.com
Categories: Financial Planning, Portfolio Rebalancing, Product Research, Risk Profiling Tools, Switching Analysis, Tax Optimisation
Sharesight
Categories: Portfolio Monitoring
SideDrawer
Toronto, Ontario Canada
Work Phone: Customer Support: 1-855-494-4485
Work Phone: Business Development: 1-855-663-7070
Work Email: [email protected]
Work Email: [email protected]
Website: www.sidedrawer.com
Categories: Document Management, Fact Finding, File Sharing, Workflows
SIFA AI
Website: www.trysifa.com
AI Tools & Services: Our Analysis
Categories: AI Tools & Services, Artificial Intelligence
SIGNiX
1110 Market St #402 Chattanooga TN 37402 United States of America
Work Phone: 877-890-5350
Website: www.signix.com
Categories: E-Signature
SIMON Markets
368 9th Avenue 16th Floor New York NY 10001 United States of America
Work Phone: 877.317.4666
Work Email: [email protected]
Website: simon.io
Categories: Investment Platform, Portfolio Analysis, Research Systems
SimplyBiz
Centra
SimplyBiz Services Ltd, The John Smith’s Stadium, Stadium Way, Huddersfield, HD1 6PG United Kingdom
Work Phone: 01484439100
Cash Flow/Financial Planning: Our Analysis
Risk Profiling Tools: Our Analysis
Portfolio Analysis: Our Analysis
Switching Analysis: Our Analysis
Research Systems: Our Analysis
Website: www.simplybiz.co.uk
Categories: Cash Flow Modelling, Portfolio Analysis, Product Research, Report Generation Software, Research Systems, Risk Profiling Tools, Switching Analysis
Sinergi Management
14 Rutland Square Edinburgh EH1 2BD United Kingdom
Work Phone: 01899 221 212
Work Email: [email protected]
Website: sinergi.co.uk
Categories: Portfolio Analysis
Skience
580 Herndon Parkway Suite 500 Herndon VA 20170 United States of America
Work Phone: 866-754-3623
Work Email: [email protected]
Website: skience.com
Categories: Client Onboarding, Client Portals, Compliance, Document Management, Workflows
Smart Signatures
Suite 10 – Regent House Heaton Lane Stockport SK4 1BS United Kingdom
Work Phone: 0161 710 3472
Work Email: [email protected]
Website: smartsignatures.co.uk
Categories: E-Signature
Smartr365
1 Queen Caroline St, Hammersmith, London W6 9YN United Kingdom
Work Phone: 020 3111 0900
Work Email: [email protected]
Mortgage Practice Management Systems: Our Analysis
Website: www.smartr365.com
Categories: Mortgage Practice Management Systems
SmartSearch
Mayfield House Lower Railway Rd Ilkley LS29 8FL United Kingdom
Work Phone: 0113 537 9584
Work Email: [email protected]
Website: www.smartsearch.com
Categories: Anti Money Laundering
SMArtX Advisory Solutions
105 South Narcissus Avenue Suite 701 West Palm Beach FL 33401 United States of America
Work Phone: 561.835.8690
Website: www.smartxadvisory.com
Categories: Portfolio Monitoring, Trading
Snap Projections
100-4310 Sherwoodtowne Blvd Mississauga ON L4Z 4C4 Canada
Work Phone: 1-888-758-7977
Work Email: [email protected]
Work Email: [email protected]
Website: snapprojections.com
Categories: Financial Planning
Sprint Enterprise Technology – Fastrak
68a Milton Park Oxfordshire OX14 4RQ United Kingdom
Work Phone: Sales: 0333 939 8270
Work Phone: Support: 0333 242 7667
Work Email: [email protected]
Work Email: [email protected]
Work Email: [email protected]
Client Portals: Our Analysis
Portfolio Rebalancing: Our Analysis
Website: www.sprintenterprise.co.uk
Categories: Client Portals, Portfolio Management, Portfolio Rebalancing
SSP
SSP Aldershot, Third Floor Tower 3, Royal Pavilion, Wellesley Road, Aldershot, Hampshire GU11 1PZ United Kingdom
Work Phone: 01422 330 022
Work Email: [email protected]
Website: www.ssp-worldwide.com
Categories: Practice Management System
Standard Life Elevate
Elevate PO Box 6877 Basingstoke RG24 4RT United Kingdom
Work Phone: 0345 600 2399
Work Email: [email protected]
Website: www.elevateplatform.co.uk/elevate/adviser/
Categories: Platform
Suggestus
46 Chancery Lane London WC2A 1JE United Kingdom
Work Email: [email protected]
Website: www.suggestus.com
Categories: Investment Analysis, Portfolio Analysis, Research Systems, Risk Profiling Tools
Summit
San Francisco, California United States of America
Website: summitwealth.io
Categories: Client Portals, Client Relationship Manager, Document Management, Income Reconciliation, Portfolio Management
Synaptic Software
Whiteley Office Fusion 1, Parkway, Solent Business Park, Whiteley, PO15 7AA United Kingdom Solihull Office Knights Court, Solihull Parkway, Birmingham Business Park, B37 7YB
Work Phone: Sales: 0800 783 4477
Work Phone: Technical Support: 0808 164 5463
Work Phone: Customer Services: 0800 783 4477
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Risk Profiling Tools: Our Analysis
Switching Analysis: Our Analysis
Quotation Portals: Our Analysis
Research Systems: Our Analysis – Synaptic Product & Fund
Research Systems: Our Analysis – Synaptic Risk Explorer
Website: www.synaptic.co.uk
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Portfolio Rebalancing, Product Research, Quotation Portals, Research Systems, Risk Profiling Tools, Switching Analysis, Tax Optimisation
T
TelosTouch
Toronto, Ontario Canada
Website: www.telostouch.com
Categories: Client Engagement, Client Onboarding, Client Relationship Manager
Temenos
Categories: Client Portals, Portfolio Monitoring, Trading, Wealth Management CRM
The lang cat
Platform Analyser
6 Quayside Mills Edinburgh EH6 6EX United Kingdom
Work Phone: 0131 202 5990
Website: www.platform-analyser.com
Categories: Platform, Research Systems
Third Financial
Tercero
Third Financial 17 Neal’s Yard, London, WC2H 9DP United Kingdom
Work Phone: 020 7349 0034
Work Email: [email protected]
Wealth Management Systems: Our Analysis
Website: www.thirdfin.com
Categories: Client Portals, Client Relationship Manager, Portfolio Monitoring, Practice Management System, Wealth Management Systems
Tiller Technologies
Tiller Technologies Limited London England SW1H 9DJ United Kingdom
Work Phone: +44 (0) 330 390 4500
Work Email: [email protected]
Website: www.tillertech.com
Categories: Anti Money Laundering, Client Identity, Client Onboarding, Portfolio Monitoring, Portfolio Rebalancing, Risk Profiling Tools
Time4Advice
St Georges Works, 51 Colegate, Norwich, NR3 1DD United Kingdom
Work Phone: 0800 032 3774
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Portfolio Rebalancing: Our Analysis
Website: www.time4advice.co.uk
Categories: Client Portals, Client Relationship Manager, Portfolio Rebalancing, Practice Management System, Wealth Practice Management System
Timeline
Suite 5, First Floor, Phoenix House, Christopher Martin Road, Basildon, Essex, SS14 3EZ United Kingdom
Work Phone: +44 01268 502 454
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis
Risk Profiling Tools: Our Analysis
Website: www.timelineapp.co
Categories: Cash Flow Modelling, Investment Analysis, Product Research, Risk Profiling Tools
TMX Logicly
Canada United Kingdom United States of America
Work Phone: +1 888 873-8392
Work Email: [email protected]
Website: www.tmx.com
Categories: Investment Analysis, Investment Platform
Tolerisk
5000 Sagemore Drive, Suite 102, Marlton, NJ 08053 United States of America
Work Phone: 856-306-8873
Work Email: [email protected]
Work Email: [email protected]
Risk Profiling Tools: Our Analysis
Website: www.tolerisk.com
Categories: Risk Profiling Tools
TrackerHub
Olympic Court Blackpool Lancashire FY4 5GU United Kingdom
Work Email: [email protected]
Website: trackerhub.co.uk
Categories: Lead Generation
Trailblazer
Trailblazer Tracking Ltd, 35 Carlton Road, Worksop, S80 1PD United Kingdom
Work Email: [email protected]
RegTech Systems: Our Analysis
Website: trailblazertracking.co.uk
Categories: Client Relationship Manager, RegTech Systems, Report Generation Software
Transact
29 Clement’s Lane, London EC4N 7AE United Kingdom
Work Phone: 020 7608 4900
Website: www.transact-online.co.uk
Categories: Platform
True Potential
Newburn House Gateway West Newburn Riverside Newcastle upon Tyne NE15 8NX United Kingdom
Work Phone: 020 7823 4225
Work Email: [email protected]
Work Email: [email protected]
Work Email: [email protected]
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Personal Financial Management: Our Analysis
Cash Flow/Financial Planning: Our Analysis
Quotation Portals: Our Analysis
Website: www.tpllp.com
Categories: Cash Flow Modelling, Client Portals, Client Relationship Manager, Mortgage Practice Management Systems, Personal Financial Management, Practice Management System, Quotation Portals, Retirement Planners, Risk Profiling Tools, Switching Analysis, Tax Optimisation, Wealth Practice Management System
TS Imagine
1 Penn Plaza 49th Fl New York NY 10119 United States of America
Website: www.tsimagine.com/
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing, Trading, Wealth Management Systems
Twenty7tec
Avalon, Suite A, 7th Floor, Bournemouth BH8 8EZ United Kingdom Twenty7Tec, WeWork Bishopsgate, 15 Bishopsgate, 03-104, London EC2N 3AR
Work Phone: 01202 553457
Work Email: [email protected]
Mortgage Sourcing Systems: Our Analysis – Twenty7Tec Source
Mortgage Sourcing Systems: Our Analysis – Twenty7Tec Apply
Website: www.twenty7tec.com
Website: Our Analysis – Communicate
Wealth Practice Management Systems: Our Analysis – FINPLAN HOME & WEALTH
Client Portals: Our Analysis – FINPLAN HOME & WEALTH
Categories: Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems
U
Umlaut
The Monument 51 Eastcheap London EC3M 1DT 50 Miller Street North Sydney NSW 2060 Australia
Website: www.umlautsolutions.com/
E-Signature, Document Processing & Storage: Our Analysis
Categories: Document Management, Fact Finding
UnderwriteMe
The Monument Building, 11-19 Monument St, London EC3R 8AF United Kingdom
Work Email: [email protected]
Quotation Portals: Our Analysis
Website: www.underwriteme.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals
V
Videosign
Glasgow United Kingdom
E-Signature, Document Processing & Storage: Our Analysis
Website: www.videosign.co.uk
Categories: Client Identity, E-Signature, Screensharing, Secure File Sharing
Virtual Cabinet
Unit G, South Cambridgeshire Business Park Sawston, Cambridgeshire CB22 3JH United Kingdom
Work Phone: 0845 166 1165
Mobile Phone: 01223 492 267
Work Email: [email protected]
Website: www.virtualcabinet.com
Categories: Document Management, E-Signature, File Sharing
Vise
521 Broadway 3rd Floor New York NY 10012 United States of America
Website: vise.com
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
Vision Systems
2625B Yonge Street Toronto ON M4P 2J6 Canada
Work Phone: 416-421-2431
Work Phone: 888-578-3247
Work Email: [email protected]
Website: visionsystemscorp.com
Categories: Financial Planning
VouchedFor
8 Waldegrave Road Teddington Middlesex TW11 8HT United Kingdom
Work Phone: 0203 111 0580
Work Email: [email protected]
Work Email: [email protected]
RegTech Systems: Our Analysis
Website: www.vouchedfor.co.uk
Categories: Financial Adviser Research & Review, RegTech Systems
Voyant
Voyant Inc P.O. Box 5262 Stratford upon Avon CV37 1JS United Kingdom
Work Phone: Sales: 020 8090 3600
Work Phone: Support: 020 8090 3601
Work Email: [email protected]
Cash Flow/Financial Planning: Our Analysis – Voyant Adviser
Cash Flow/Financial Planning: Our Analysis – Voyant AdviserGo
Cash Flow/Financial Planning: Our Analysis – Voyant Blocks
Client Portals: Our Analysis
Website: www.planwithvoyant.co.uk
Categories: Cash Flow Modelling, Client Portals, Financial Planning
W
Wealth Dynamix
EMEA HQ London 141 -145 Curtain Road Shoreditch, London EC2A 3AR United Kingdom
Work Email: [email protected]
Wealth Management Systems: Our Analysis
Website: wealth-dynamix.com
Categories: Client Portals, Portfolio Monitoring, Wealth Management CRM, Wealth Management Systems
Wealth Wizards
Wizards House 8 Athena Court Tachbrook Park Leamington Spa CV34 6RT United Kingdom
Website: www.wealthwizards.com/
Cash Flow/Financial Planning: Our Analysis
Categories: Cash Flow Modelling, Practice Management System
Wealthbox
50 Park Row West Suite 907 Providence RI 02903 United States of America
Work Email: [email protected]
Website: www.wealthbox.com
Categories: Client Relationship Manager
Wealthcraft
4200 Waterside Centre Solihull Parkway Birmingham Business Park Birmingham West Midlands B37 7YN United Kingdom
Work Phone: +44 (0) 808 178 5125
Wealth Practice Management Systems: Our Analysis
Client Portals: Our Analysis
Website: wealthcraft.com
Categories: Client Portals, Practice Management System, Wealth Practice Management System
wealthify
Tec Marina Terra Nova Way Penarth CF64 1SA United Kingdom
Work Phone: 0800 802 1800
Website: https://www.wealthify.com/
Business Performance & Operational Management: WEALTHIFY – “DIGITAL WEALTH MANAGEMENT SYSTEM”
Categories: Investment Platform, Wealth Management Systems
Wealthium
35 Berkeley Square London W1J 5BF United Kingdom
Work Phone: +44 (0) 203 488 0901
Work Email: [email protected]
Website: wealthium.com
Categories: Investment Analysis, Research Systems
Wealthscope
1 Adelaide Street East Suite 3001 Toronto ON M5C 2V9 Canada
Website: www.wealthscope.ca
Categories: Client Engagement, ESG, Portfolio Analysis
witsIFA
13 Queensway House Queensway Middlesbrough Cleveland TS3 8TF United Kingdom
Work Email: [email protected]
Website: www.witsifa.co.uk
Categories: Practice Management System
Worksorted
182 Fullarton Rd Dulwich South Australia 5065 Australia
Work Phone: +61 8 8165 0499
Work Email: [email protected]
Website: worksorted.com
Categories: Client Relationship Manager, Practice Management System, Workflows
Z
Zuryc Inc.
128 S. Tryon St Charlotte NC 28202 United States of America
Work Phone: (336) 515-6232
Work Email: [email protected]
Website: www.zuryc.com
Categories: Cyber & Data Security
