We list over 100 different adviser  software providers which provide solutions for variety of different advice problems.

3 A B C D E F G H I J 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 Work Phone: 08456 592 360 Website: https://www.360dotnet.co.uk/
Categories: Client Portal, Mortgage Practice Management System
Updated 6 days 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 6 days 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 6 days 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 8 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 6 days 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: Portal
Updated 6 days 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 6 days ago. Return to top.
Photo of AgencyBloc
Work USA Work Phone: (866) 338-7075 Website: www.agencybloc.com
Categories: Client Relationship Manager
Updated 6 days 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 6 days 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: Software
Updated 6 days 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 6 days 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 6 days 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 6 days 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 4 weeks ago. Return to top.

B

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 6 days 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 6 days 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 6 days ago. Return to top.

C

Photo of Capacity
Work St. Louis, Missouri USA Website: www.capacity.com
Categories: FinTech
Updated 6 days 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, Financial Planning
Updated 6 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 6 days ago. Return to top.
Photo of Certua
Work 4th Floor, 64 Great Eastern Street, London EC2A 3QR United Kingdom Work Phone: 02031376500 Website: www.certua.io
Categories: Bank Transaction Categorisation, Credit Risk Analysis, Digital Life Insurance, Mortgage Affordability, Product Research, Research System
Updated 6 days ago. Return to top.
Photo of CIExpert
Work CIExpert Ltd 1st Floor, 271 High Street Berkhamsted Herts HP4 1AA United Kingdom Work Phone: 0 203 771 4607 Website: www.ciexpert.co.uk
Categories: Protection Product Research
Updated 6 days 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 6 days 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 6 days 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 3 weeks ago. Return to top.
Photo of Creative Technologies
Home Holmwood House, Broadlands Business Campus, Langhurstwood Road, Horsham, West Sussex RH12 4QP United Kingdom Work Phone: 01403 334411 Website: www.creative-technologies.co.uk
Categories: Client Portal
Updated 6 days ago. Return to top.
Photo of Creative Technologies – Enable
Work Holmwood House, Broadlands Business Campus, Langhurstwood Road, Horsham, West Sussex RH12 4QP United Kingdom Work Phone: 01403 334411 Website: www.creative-technologies.co.uk
Categories: Client Relationship Manager, Practice Management System
Updated 6 days 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: Product Research, Report Generation, Risk Profiling
Updated 6 days 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 6 days 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, Research System, Risk Profiling
Updated 6 days ago. Return to top.
Photo of Distribution Technology – Elements (Dynamic Planner)
Work Distribution Technology Sovereign House Vastern Road Reading RG1 8BT United Kingdom Work Phone: 0333 6000 500 Website: www.dynamicplanner.com/elements
Categories: Report Generation
Updated 6 days 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 6 days 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, Retail Banking, Software
Updated 6 days 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 5 months ago. Return to top.
Photo of Elen
Home United Kingdom Website: www.elen.co
Categories: Practice Management System
Updated 6 days ago. Return to top.
Photo of Equiniti
Home United Kingdom Website: www.equiniti.com
Categories: Portfolio Management, Reg Tech, Trading
Updated 6 days 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, FinTech, Wealth Management
Updated 5 days 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: www.ev.uk/
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling
Updated 6 days ago. Return to top.

F

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 6 days 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 days 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 days 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 days 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 days 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 days 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 days 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 days 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 days 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 days 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: Software
Updated 5 days 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 days 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, Wealth Management CRM
Updated 5 days 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 days 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: Screensharing
Updated 5 days 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 5 days 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: qualityanalyser.com/
Categories: Integrations, Protection, Protection Product Research, Research System
Updated 5 days 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 days 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 days 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 days ago. Return to top.
Photo of Glia
Home USA Website: www.glia.com
Categories: Client Relationship Manager, CoBrowsing, Marketing, Screensharing
Updated 5 days 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 days ago. Return to top.

H

Photo of Hourglass TIPS
Home United Kingdom Work Phone: 01752 600626 Website: www.hourglasssoftware.co.uk
Categories: Practice Management System
Updated 5 days 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 days 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 days 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 days 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 days ago. Return to top.
Photo of Intelliflo Intelligent Office
Home United Kingdom Website: https://www.intelliflo.com/solutions
Categories: Practice Management System
Updated 5 days 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
Categories: Cash Flow Modelling, Financial Planning, Product Research, Research System
Updated 5 days 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 days 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 1 month 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 days ago. Return to top.
Photo of IRESS
Work Level 7 45 King William Street London EC4R 9AN United Kingdom Work Phone: 0345 068 1000 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 5 days ago. Return to top.
Photo of IRESS XPLAN
Home United Kingdom Website: www.iress.com/software/financial-advice/xplan/
Categories: Financial Planning, Software
Updated 5 days ago. Return to top.
Photo of IRESS XPLAN MORTGAGE
Categories: Equity Release, Mortgage, Protection Product Research, Quotation Portal
Updated 5 days ago. Return to top.
Photo of IRESS XPLAN PORTFOLIO
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
Updated 5 days ago. Return to top.
Photo of IRESS XPLAN PRIME
Categories: Financial Planning, Software
Updated 5 days 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 days ago. Return to top.
Photo of Jigsae Tree
Work The Mill House, Court Farm Church Lane, Norton, Worcester, England, WR5 2PS United Kingdom Website: www.jigsawtree.com
Categories: Risk Profiling
Updated 5 days 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 days ago. Return to top.
Photo of Moneyhub Financial Technology
Work Phone: 0117 280 5120 Website: www.moneyhub.com
Categories: Client Portal, Personal Finance Management
Updated 9 months ago. Return to top.
Photo of Moneyinfo
Work Forward House, 17 High St, Henley-in-Arden B95 5AA United Kingdom Work Phone: 0330 360 0300 Website: www.moneyinfo.com
Categories: Client Portal, Personal Finance Management, Software
Updated 5 days ago. Return to top.
Photo of Moneyscope
Home United Kingdom Website: www.moneyscopehq.com
Categories: Cash Flow Modelling, Retirement Planner
Updated 5 days 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 days 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 5 days 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 days 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 days 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 days 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 days 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 days 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 days 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 3 weeks 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 days 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
Updated 9 months ago. 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 days 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
Updated 5 days 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
Updated 5 days ago. Return to top.
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 days 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
Updated 4 days ago. Return to top.
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
Updated 4 days ago. Return to top.
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
Updated 4 days ago. Return to top.
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 3 weeks ago. Return to top.

Q

Photo of Qwil Messenger
Work 5 St John’s Lane, Farringdon, London EC1M 4BH United Kingdom Website: www.qwil.io
Categories: Cyber Security, Secure Comms
Updated 4 days ago. Return to top.

R

Photo of RAZORPLAN
Work 15 Rowland Crescent, Suite 301 St. Albert, Alberta T8N 4B2 Canada Work Phone: 1 866 675 7055 Website: www.razorplan.com
Categories: Financial Planning, Software
Updated 3 days ago. Return to top.
Photo of RingCentral
Work Phone: 0203 514 9966 Website: www.ringcentral.co.uk
Categories: Telephony
Updated 8 months ago. Return to top.

S

Photo of SaffronRobo
Work Cannon Place, 78 Cannon Street, London, EC4N 6AF United Kingdom Work Phone: 0 203 868 8836 Website: www.saffronrobo.com
Categories: Financial Planning, Portfolio Management, Risk Profiling
Updated 3 weeks 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 4 days 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
Updated 4 days ago. Return to top.
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 4 days 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 4 days 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 4 days 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 4 days 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
Updated 4 days ago. Return to top.
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
Updated 4 days ago. Return to top.
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
Updated 4 days ago. Return to top.
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 4 days ago. Return to top.

T

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 4 days 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 4 days 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
Updated 4 days 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 4 days 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 4 days 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 Relationship Manager, Mortgage Practice Management System, Personal Finance Management, Practice Management System, Quotation Portal, Retirement Planner, Switching Analysis, Tax Optimisation
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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
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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
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Photo of Unipass MAILOCK
Work Beyond Encryption, Gloster Ct, Fareham PO15 5SH United Kingdom Work Phone: 020 8123 4546 Website: www.beyondencryption.com Website: www.origo.com
Categories: E-mail Encryption, Secure Comms
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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
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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
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Photo of Voyant – Adviser
Categories: Cash Flow Modelling
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Photo of Voyant – AdviserGo
Categories: Cash Flow Modelling, File Sharing, Integrations, Software
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Photo of Voyant – Snapshot
Categories: Cash Flow Modelling, Client Portal
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Photo of Voyant – VoyantGo
Home United Kingdom Website: www.planwithvoyant.co.uk/content/en_GB/products/
Categories: Cash Flow Modelling
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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, Software
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Photo of Zuryc Inc.
Work 2008 NC Hwy 163 West Jefferson, NC 28694 USA Work Phone: (336) 515-6232 Website: www.zuryc.com
Categories: Software
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