3 7 A B C D E F G H I J K L M N O P Q R S T U V W Z

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Photo of 360 Dotnet
360 Dotnet
360 Dotnet Unit 18B East Link Meridian Business Park Leicester LE19 1XW United Kingdom Work Phone: 0116 2408621 Mortgage Practice Management Systems: Our Analysis Client Portals: Our Analysis Website: 360dotnet.co.uk
Categories: Client Portals, Mortgage Practice Management Systems, Practice Management System, Wealth Practice Management System
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3rd Eyes Analytics
3rd-eyes analytics AG Wyssgasse 6 8804 Zurich Cash Flow/Financial Planning: Our Analysis Website: https://3rd-eyes.com/en/
Categories: Cash Flow Modelling
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Photo of 7iM
7iM
3rd Floor, 55 Bishopsgate, London EC2N 3AS United Kingdom Work Phone: 020 7760 8777 Cash Flow/Financial Planning: Our Analysis Website: www.7im.co.uk
Categories: Cash Flow Modelling, Client Portals, Financial Planning
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A2Risk
1 Fleet Place London England EC4M 7RA United Kingdom Risk Profiling Tools: Our Analysis Website: www.a2risk.com
Categories: Risk Profiling Tools
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ABAKA
ABAKA Holdings Ltd Victoria Spaces – 25 Wilton rd Pimlico London SW1V 1LW United Kingdom Website: abaka.me
Categories: Artificial Intelligence, Platform
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AccountScore
Euston Tower, 286 Euston Rd, Kings Cross, London NW1 3DP United Kingdom Work Phone: 020 7030 3000 Website: www.accountscore.com
Categories: Credit Risk Analysis, Mortgage Affordability
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Acre Software
St Albans House 57-59 Haymarket St. James’s London SW1Y 4QX United Kingdom Website: www.acresoftware.com Client Portals: Our Analysis Mortgage Practice Management Systems: Our Analysis Mortgage Sourcing Systems: Our Analysis
Categories: Client Onboarding, Client Portals, Fact Finding, Mortgage Affordability, Mortgage Application, Mortgage Client Management System, Mortgage Practice Management Systems, Mortgage Sourcing Systems
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Ada Fintech
Runway East Bristol 1 Victoria St Redcliffe Bristol BS1 6AA United Kingdom Work Phone: 020 7250 3331 Research Systems: Our Analysis Website: adafintech.co.uk
Categories: Investment Analysis, Research Systems
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Advantra Wealth
1 Canada Square London E14 9HA United Kingdom Wealth Management Systems: Our Analysis Website: www.advantrawealth.com
Categories: Artificial Intelligence, Risk Profiling Tools, Wealth Management Systems
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Advice Intelligence
Level 6 37 Pitt St Sydney NSW 2000 Australia Work Phone: 1300 242 384 Website: www.adviceintelligence.com
Categories: Cash Flow Modelling, Client Relationship Manager, Financial Planning
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Advice Revolution
3 Spring St Sydney NSW 2000 Australia Work Phone: 02 3813 8088 Website: www.advicerevolution.com.au
Categories: Client Onboarding, Fact Finding
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AdviceBridge
3 Lloyd’s Ave London EC3N 3DS United Kingdom Work Phone: +44 203 925 3850 Wealth Management Systems: Our Analysis Website: www.advicebridge.com
Categories: Wealth Management Systems
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Advicefront
FNZ Labs 67 Lombard Street London EC3V 9LJ United Kingdom Cash Flow/Financial Planning: Our Analysis Website: advicefront.com
Categories: Cash Flow Modelling, Client Onboarding, Financial Planning
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Advicent
10700 W Research Dr #1, Milwaukee, WI 53226, United States of America Work Phone: +1 855-885-7526 Website: www.advicentsolutions.com
Categories: Client Portals, Financial Planning, Practice Management System
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AdviceObjects
32 Threadneedle St London EC2R 8AY United Kingdom Work Phone: +44 20 3740 3940 Wealth Practice Management Systems: Our Analysis Client Portals: Our Analysis Cash Flow/Financial Planning: Our Analysis Website: adviceobjects.com
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Practice Management System, Wealth Practice Management System
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Advise Wise
Advise Wise Limited 3175 Century Way Leeds LS15 8ZB United Kingdom Work Phone: 0333 050 8771 Equity Release Systems: Our Analysis Website: advisewise.com
Categories: Equity Release Systems
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Adviser Cloud
Nebular House 15 Waterloo Road Stalybridge Cheshire SK15 2AU United Kingdom Work Phone: 03330 144 490 Wealth Practice Management Systems: Our Analysis Client Portals: Our Analysis Website: advisercloud.co.uk
Categories: Client Portals, Practice Management System, Wealth Practice Management System
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Adviser Portals
Portal House, 65 Dale Street, Milnrow, Rochdale, Lancashire OL16 3NJ United Kingdom Work Phone: 0345 056 3477 Website: www.adviserportals.co.uk
Categories: Adviser Website Design/Set Up
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Adviser.ai
United Kingdom Work Phone: 020 8050 1295 Website: adviser.ai
Categories: Lead Generation
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Adviserflow
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Advisor Products
333 Jericho Tpke Suite 119 Jericho NY 11753 United States of America Mobile Phone: (888) 274-5755
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AdvisorStream
86 Gloucester Pl Marylebone London W1U 6HP United Kingdom Work Phone: 0808 271 1560 Marketing & Client Engagement Systems: Our Analysis Website: www.advisorstream.co.uk
Categories: Content Creation, Marketing Systems
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Advisory World
United States of America Work Phone: (800) 480-3888 Website: www.advisoryworld.com
Categories: Investment Analysis, Portfolio Analysis, Risk Profiling Tools
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AgencyBloc
United States of America Work Phone: (866) 338-7075 Website: www.agencybloc.com
Categories: Client Relationship Manager
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Aixigo
41 Luke Street London EC2A 4AR United Kingdom Work Phone: +49 (0)241 55 97 09-0 Website: https://www.aixigo.com/
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring
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Akoni Hub
86-90 Paul Street London England EC2A 4NE United Kingdom Work Phone: 020 3920 7789 Work Phone: Marcus Neville: +44 792 639 6957 Wealth Management Systems: Our Analysis Website: www.akonihub.com
Categories: Cash Savings and Deposit Management, Wealth Management Systems
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AlgoDynamix
46 New Broad Street London EC2M 1JH United Kingdom Website: www.algodynamix.com
Categories: Risk Profiling Tools
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Allvue
Becket House 7th Floor 36 Old Jewry London EC2R 8DD United Kingdom Work Phone: +44 (0) 203 540 8660 Website: www.allvuesystems.com
Categories: Client Portals, Client Relationship Manager, Compliance, Portfolio Management, Portfolio Monitoring, Research Systems
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Ammonite
Office 18 64 – 66 Wingate Square London SW4 0AF United Kingdom Work Phone: 020 3434 2718 Report Generation Software: Our Analysis Website: www.ammonitewealth.com
Categories: Report Generation Software
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Answers in Retirement (AIR) Sourcing
Southgate House Southgate Street Gloucestershire Gloucester GL1 1UD United Kingdom Work Phone: 0800 294 5097 Equity Release Systems: Our Analysis Website: airsourcing.co.uk
Categories: Equity Release Systems
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Apricity
Apricity Compliance Ltd Whessoe Technology Centre Alderman Best Way Darlington DL1 4WB United Kingdom Work Phone: 01325 952 969 RegTech Systems: Our Analysis Website: apricitycompliance.co.uk
Categories: Compliance, RegTech Systems
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Arkose Labs
250 Montgomery St 10th Floor, San Francisco, CA 94104, United States of America 315 Brunswick St, Fl 2, Brisbane, QLD. 4006 Australia Work Phone: (800) 604-3319 Website: www.arkoselabs.com
Categories: RegTech Systems
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Asendium
Level 3 478 George Street Sydney NSW 2000 Australia Website: www.asendium.com
Categories: Fact Finding, RegTech Systems
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Asset-Map
225 Arch Street First Floor Philadelphia PA 19106 United States of America United Kingdom Work Phone: 888-664-8850 Website: Main Website Website: UK Website Marketing & Client Engagement Systems: Our Analysis
Categories: Client Engagement, Financial Planning, Report Generation Software
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Assyst Software & Consultancy Ltd
Alchornes House Basset Down Wiltshire SWINDON SN4 9QP United Kingdom Work Phone: 01793 845511 Website: assyst-software.com
Categories: Client Relationship Manager, Practice Management System
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AstuteWheel
Level 1 154 Pacific Highway St Leonards NSW 2065 Australia Work Phone: 02 94 533 588 Website: www.astutewheel.com.au
Categories: Client Engagement, Client Onboarding, Financial Planning, Marketing Systems, RegTech Systems, Report Generation Software
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ATEB Suitability
Evolve Business Centre Cygnet Way Houghton le Spring Durham DH4 5QY United Kingdom Work Phone: +44 (0) 191 338 8177 Report Generation Software: Our Analysis Website: www.atebsuitability.co.uk
Categories: Report Generation Software
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Avaloq
3rd Floor, 2 Copthall Ave, London EC2R 7DA United Kingdom Work Phone: 020 7796 3587 Website: www.avaloq.com
Categories: Client Portals
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Aveni
United Kingdom Work Phone: 0333 016 5242 RegTech Systems: Our Analysis Website: https://aveni.ai/
Categories: Artificial Intelligence, Compliance, RegTech Systems, Speech Analytics
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Batsoftware
Unit 1.7 Andovesford Business Park GL54 4LB United Kingdom Work Phone: 0560 306 9892 RegTech Systems: Our Analysis Website: batsoftware.co.uk
Categories: RegTech Systems
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Photo of Be-IQ
Be-IQ
86-90 Paul St, London EC2A 4NE United Kingdom Risk Profiling Tools: Our Analysis Website: www.beiq.co.uk
Categories: Risk Profiling Tools
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Benchmark Capital
Holmwood House Broadlands Business Campus Langhurstwood Road Horsham West Sussex RH12 4QP United Kingdom Work Phone: 01403 334411 Wealth Practice Management Systems: Our Analysis Client Portals: Our Analysis Website: www.benchmarkcapital.co.uk
Categories: Client Portals, Personal Financial Management, Practice Management System, Wealth Practice Management System
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Photo of Betterment
Betterment
Betterment LLC 8 W. 24th Street, 6th Floor New York, NY 10010 United States of America Mobile Phone: (718) 400-6898 Website: www.betterment.com
Categories: Investment Platform, Wealth Management Systems
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Photo of Beyond Encryption
Beyond Encryption
Beyond Encryption, PO Box 735, Fareham PO14 9RD United Kingdom Work Phone: 020 8123 4546 Secure Communication Systems: Our Analysis Website: www.beyondencryption.com Website: Mailock – Secure Email Website: Nigel – Document Concierge Website: AssureScore – Crowd ID
Categories: Client Identity, Cyber & Data Security, Document Management, E-mail Encryption, Secure Communication Systems
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BlackCloak
Orlando Florida United States of America Website: blackcloak.io
Categories: Cyber & Data Security
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Bluecoat Software
90 Long Acre Covent Garden London WC2E 9RA United Kingdom Work Phone: 0845 226 0720 Website: bluecoatsoftware.com
Categories: Practice Management System
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Photo of BrokerIQ
BrokerIQ
Floor 1, 3-5 Commercial Court Belfast United Kingdom Mobile Phone: 07851237192 Client Portals: Our Analysis Website: www.brokeriq.co.uk
Categories: Client Onboarding, Client Portals, Life Insurance/Protection
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Photo of Bucket Bliss
Bucket Bliss
1725 E 1450 S, Clearfield, UT 84015, United States of America Mobile Phone: 1-888-799-4328 Cash Flow/Financial Planning: Our Analysis Website: www.bucketbliss.com
Categories: Cash Flow Modelling, Financial Planning, Retirement Planners
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Photo of CAIS
CAIS
527 Madison Avenue 2nd Floor New York NY 10022 United States of America Work Phone: +1 (855) 844-2247 Website: www.caisgroup.com
Categories: Investment Platform, Platform
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Photo of Capacity
Capacity
St. Louis, Missouri United States of America Website: www.capacity.com
Categories: Artificial Intelligence
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Photo of CashCalc
CashCalc
Waterside Court, 12 Albany St, Newport NP20 5NT United Kingdom Work Phone: 0333 300 3489 Cash Flow/Financial Planning: Our Analysis Client Portals: Our Analysis Website: www.fefundinfo.com/fe-cashcalc
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Secure File Sharing
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Castlight
133 Finnieston St, Glasgow G3 8HB United Kingdom Work Phone: 0800 193 3547 Website: www.castlightfinancial.com
Categories: Credit Risk Analysis, Mortgage Affordability
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Photo of Catalyst Software
Catalyst Software
Work Phone: 0118 988 2111 Website: www.catalystsoftware.co.uk/ Business Performance & Operational Management: Our Analysis
Categories: Business Performance & Operational Management
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Photo of Catchlight
Catchlight
Boston, MA United States of America Website: catchlight.ai
Categories: Artificial Intelligence, Client Engagement, Lead Generation
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Centology
Centology Ltd Unit 2 Queen Street Emsworth Hampshire PO10 7BT United Kingdom Work Phone: 0345 646 1055 Website: www.centology.co.uk
Categories: Client Onboarding, Client Relationship Manager, Document Management
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Certua
4th Floor, 64 Great Eastern Street, London EC2A 3QR United Kingdom Work Phone: 020 3962 0795 Website: www.certua.io
Categories: Bank Transaction Categorisation, Credit Risk Analysis, Life Insurance/Protection, Mortgage Affordability, Product Research, Research Systems
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CIExpert
CIExpert Ltd 1st Floor 271 High Street Berkhamsted Herts HP4 1AA United Kingdom Work Phone: +44 (0) 203 771 4607 Research Systems: Our Analysis Website: ciexpert.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Research Systems
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Photo of Clarity
Clarity
Poplars Farm Walsall Road Springhill Lichfield WS14 0BY United Kingdom Work Phone: 07500 993999 Website: www.clarity-software.co.uk
Categories: Fact Finding, Report Generation Software
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Clarity AI
10 York Rd London SE1 7ND United Kingdom 609 Greenwich St Floor 4 New York NY 10014 United States of America Website: clarity.ai
Categories: Artificial Intelligence, ESG, Risk Profiling Tools
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Photo of Clever Adviser
Clever Adviser
Watergate House Watergate St Chester CH1 2LF United Kingdom Work Phone: 01244 346343 Portfolio Analysis: Our Analysis – Clever Adviser Portfolio Analysis: Our Analysis – Clever Adviser Model Portfolio Service Website: cleveradviser.com
Categories: Portfolio Analysis, Portfolio Management, Product Research
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Click2Check
Click2Check Ltd, Phoenix House Pyrford Road, West Byfleet Surrey KT14 6RA United Kingdom Mobile Phone: 01932 548888 RegTech Systems: Our Analysis Website: www.click2check.com
Categories: Client Identity, Credit Risk Analysis, RegTech Systems
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Photo of CoInvestor Technologies
CoInvestor Technologies
1 Fore St. Avenue, London EC2Y 9DT United Kingdom Website: www.coinvestortechnologies.co.uk
Categories: Investment Platform, Portfolio Management, Product Research, Research Systems, Tax Optimisation
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Collidr
34 Southwark Bridge Road London SE1 9EU United Kingdom Work Phone: +44(0)808 281 2900 Website: collidr.com
Categories: Portfolio Management, Report Generation Software, Workflows
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Photo of Comarch
Comarch
52 Grosvenor Gardens, Belgravia, London SW1W 0AU Work Phone: 020 7467 8700 Wealth Management Systems: Our Analysis Website: www.comarch.com
Categories: Client Portals, Financial Planning, Wealth Management Systems
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Comentis
London United Kingdom Work Phone: 020 3282 0582
Categories: Financial Vulnerability Assessment, Mental Capacity Assessment
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Competent Adviser
Stiles House Moorhurst Lane South Holmwood Dorking Surrey RH5 4LJ United Kingdom Work Phone: 01306 711 956 Website: www.competentadviser.com
Categories: Compliance, RegTech Systems
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Photo of Compliance Star
Compliance Star
2nd Floor 4 St. Paul’s Churchyard London EC4M 8AY United Kingdom Work Phone: 0203 859 0056 Website: compliancestar.co.uk
Categories: RegTech Systems
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Photo of Concenter Services & XLR8
Concenter Services & XLR8
P.O. Box 941968 Plano TX 75094 United States of America Work Phone: (877) 513-3862 Website: xlr8crm.com Wealth Practice Management Systems: Our Analysis
Categories: Client Relationship Manager
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Conneqtor
1910 Thomes Ave Cheyenne WY 82001 United States of America
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Conquest Planning
For UK enquiries, please contact Fidelity Adviser Services at link below United Kingdom 330 St Mary Ave 800, Winnipeg Manitoba R3C 3Z5 Canada United States of America Cash Flow/Financial Planning: Our Standard Analysis Reports: Read Our Detailed Report Website: www.conquestplanning.com Website: Conquest Planning UK Enquiries
Categories: Cash Flow Modelling, Financial Planning
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Contact State
Salatin House 19 Cedar Road, Sutton London SM2 5DA United Kingdom Work Phone: 07515905536 Website: www.contactstate.com
Categories: Lead Generation
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Photo of Contengo
Contengo
Hillview Lodge Hill Abingdon Oxfordshire OX14 2JA United Kingdom Work Phone: 01865 735705 Client Portals: Our Analysis Website: contengo.net
Categories: Client Portals, Practice Management System
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Photo of corfinancial
corfinancial
2nd Floor 28-30 Cornhill London EC3V 3NF United Kingdom Work Phone: +44 (0) 203 848 4250 Website: www.corfinancialgroup.com
Categories: Accounting, ESG, Risk Profiling Tools, Trading
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Photo of Couplr
Couplr
1910 Thomes Ave Cheyenne WY 82001 United States of America Website: www.couplr.ai/ Marketing & Client Engagement Systems: Our Analysis
Categories: Client Engagement, Marketing Systems
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Creativemass
WealthConnect
18 Oliver Ln Level 6 Melbourne Victoria 3000 Australia Website: www.creativemass.com
Categories: Client Relationship Manager
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Photo of Credo Wealth
Credo Wealth
8-12 York Gate 100 Marylebone Road London NW1 5DX United Kingdom Work Phone: +44 (0)20 7968 8300 Website: www.credogroup.com
Categories: Platform, Research Systems, Risk Profiling Tools, Trading
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Photo of Croesus
Croesus
600 Armand-Frappier Boulevard Laval Québec H7V 4B4 Canada Website: https://www.croesus.com/
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Photo of d1g1t
d1g1t
d1g1t Inc 366 Adelaide St W unit 704 Toronto ON M5V 1R9 Canada Website: www.d1g1t.com
Categories: Platform, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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Photo of DASH
DASH
Level 3 157 Walker Street North Sydney NSW 2060 Australia Work Phone: 1300 726 008 Website: dash.com.au
Categories: Client Relationship Manager, Document Management, Platform, Workflows
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Photo of Dashly
Dashly
Found Studios 1 Lindsey Street London EC1A 9HP United Kingdom Work Phone: 0333 016 5513 Website: dashly.com
Categories: Mortgage Client Management System, Mortgage Sourcing Systems
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Photo of DataViewWealth
DataViewWealth
Work Phone: +27 (0)21 201 2381 Website: www.dataviewwealth.com/ Wealth Practice Management Systems: Our Analysis
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Photo of DD Hub
DD Hub
Office 7 35-37 Ludgate Hill London EC4M 7JN United Kingdom Mobile Phone:  020 3633 2185 Research Systems: Our Analysis Website: https://www.ddhub.co.uk/
Categories: Product Research, Research Systems
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Photo of Defaqto
Defaqto
Unit 12 Haddenham Business Park Haddenham Buckinghamshire HP17 8LJ United Kingdom Work Phone: Sales: 01844 295 546 Work Phone: Customer support and training: 01844 295 544 Work Phone: General enquiries: 01844 295 454 Cash Flow/Financial Planning: Our Analysis Risk Profiling Tools: Our Analysis Portfolio Rebalancing: Our Analysis Switching Analysis: Our Analysis Research Systems: Our Analysis Website: www.defaqto.com
Categories: Cash Flow Modelling, Financial Planning, Life Insurance/Protection Product Research, Portfolio Rebalancing, Product Research, Research Systems, Risk Profiling Tools, Switching Analysis
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Photo of DeliverySlip
DeliverySlip
1101 Gulf Breeze Pkwy Suite 200 Gulf Breeze, FL 32561 FL 32561 United States Website: www.deliveryslip.com
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems
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Photo of Digital Clipboard
Digital Clipboard
70 Wilson Street London England EC2A 2DB United Kingdom
Categories: Client Onboarding, Fact Finding
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Digital Wealth Solutions Limited
Digital Wealth Solutions Limited Eagle Tower Montpellier Drive Cheltenham GL50 1TA Client Portals: Our Analysis Website: www.digitalwealthsolutions.co.uk
Categories: Adviser Website Design/Set Up, Client Portals, Document Management, E-Signature, Practice Management System, Secure Communication Systems, Secure File Sharing, Wealth Management Systems
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Photo of Digital Wealth Systems
Digital Wealth Systems
Manchester United Kingdom Work Phone: 03330 156 350 Wealth Practice Management Systems: Our Analysis Client Portals: Our Analysis Website: www.digitalwealthsystems.co.uk
Categories: Client Portals, Portfolio Management, Wealth Practice Management System
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Photo of Digivo
Digivo
Office One 1 Coldbath Square London EC1R 5HL United Kingdom Work Phone: 01572 490527 Website: www.digivomedia.co.uk
Categories: Client Engagement, Workflows
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Dion Global
Enkalon House, 86-92 Regent Rd, Leicester LE1 7DD United Kingdom Work Phone: 01162335050 Website: www.dionglobal.com
Categories: Wealth Management Systems
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Photo of Direct Life & Pensions – Life Quote
Direct Life & Pensions – Life Quote
LifeQuote Friars Gate House 52A East St Chichester PO19 1JG United Kingdom Work Phone: 01243 791199 Quotation Portals: Our Analysis Website: home.lifequote.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals
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Photo of DocuSign
DocuSign
Broadgate Quarter 9 Appold Street, 2nd Floor, London, EC2A 2AP United Kingdom Work Phone: 0203 714 4800 Website: www.docusign.co.uk
Categories: E-Signature
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docVinci
United Kingdom Work Phone: 0191 816 0639 Website: www.docvinci.co.uk
Categories: Adviser Website Design/Set Up, Marketing Systems
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Photo of Dorsum
Dorsum
Budapest Hungary Work Phone: 3614873030 Website: www.dorsum.eu
Categories: Client Portals, Financial Planning, Portfolio Analysis, Report Generation Software
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Photo of durell
durell
Collar Factory 112 St Augustine Street Taunton Somerset Somerset TA1 1QN United Kingdom Work Phone: 01823 326324 Website: www.durell.co.uk
Categories: Client Relationship Manager
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Photo of Dynamic Planner
Dynamic Planner
Distribution Technology Sovereign House Vastern Road Reading RG1 8BT United Kingdom Work Phone: 0333 6000 500 Cash Flow/Financial Planning: Our Analysis Client Portals: Our Analysis Risk Profiling Tools: Our Analysis Website: www.dynamicplanner.com
Categories: Client Portals, Financial Planning, Portfolio Management, Product Research, Report Generation Software, Research Systems, Risk Profiling Tools
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Photo of Ebix Inc
Ebix Inc
Ebix Inc. 1 Ebix Way, Johns Creek, GA 30097 United States of America Ebix Europe Limited 69 Old Broad St, London EC2M 1QS United Kingdom Website: www.ebix.com Website: www.ebixeurope.co.uk
Categories: Client Relationship Manager, Life Insurance/Protection Product Research, Research Systems
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Photo of Egress
Egress
12th Floor White Collar Factory 1 Old Street Yard Old Street London EC1Y 8AF United Kingdom Work Phone: 0844 8000 172 Secure Communication Systems: Our Analysis Website: www.egress.com
Categories: E-mail Encryption, Secure Communication Systems
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Photo of Elements
Elements
879 Baxter Dr South Jordan UT 84095 United States Website: www.getelements.com/ Marketing & Client Engagement Systems: Our Analysis
Categories: Marketing Systems
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Photo of Elen
Elen
Sophia House 28 Cathedral Road Cardiff CF11 9LJ United Kingdom Website: www.elen.co
Categories: Client Portals, Client Relationship Manager, Document Management, E-Signature, File Sharing, Practice Management System, Regulatory Reporting, Report Generation Software, Secure File Sharing, Wealth Management Administration
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eligible
5th Floor Lector Court 151-153 Farringdon Road London EC1R 3AF United Kingdom Website: eligible.ai
Categories: Client Engagement, Client Portals, Content Creation, Marketing Systems
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Photo of Eligible
Eligible
Unit 13 113 Farringdon Road London EC1R 3BX United Kingdom Website: www.eligible.ai Marketing & Client Engagement Systems: Our Analysis
Categories: Client Engagement
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Photo of EnlightenESG
EnlightenESG
London United Kingdom Work Phone: +44 (0)20 3970 3100 Website: www.enlightenesg.com
Categories: ESG, Sustainable Fact-Find
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Photo of Envizage
Envizage
International House 142 Cromwell Road Kensington London SW7 4EF United Kingdom Work Phone: +44 79 01 88 88 66 Website: www.envizage.me
Categories: Financial Planning
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Photo of Equiniti
Equiniti
Equiniti Broadgate Tower Primrose Street London EC2A 2EW United Kingdom Website: www.equiniti.com
Categories: Portfolio Management, RegTech Systems, Trading
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Photo of Equisoft
Equisoft
1250 Boulevard. René-Lévesque Ouest, 33e étage QC H3B 4W8 Montreal, Quebec Canada Work Phone: +1 514-989-3141 Website: www.equisoft.com
Categories: Client Portals, Client Relationship Manager, Wealth Management Systems
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Photo of Eton Solutions
Eton Solutions
2250 Perimeter Park Drive Suite 150 Morrisville NC 27560 United States of America Work Phone: 919.595.8180 Website: eton-solutions.com
Categories: Platform, Wealth Management Administration, Wealth Management Systems
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Photo of EV
EV
Benyon House, Newbury Business Park, Newbury RG14 2PZ United Kingdom 50 Liverpool Street London EC2M 7PY Work Phone: 01635881180 Risk Profiling Tools: Our Analysis Cash Flow/Financial Planning: Our Analysis Website: www.ev.uk
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling Tools
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Photo of FA Solutions
FA Solutions
Birchin Court 20 Birchin Lane London EC3V 9DU United Kingdom Mobile Phone:  020 3633 2185
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Photo of FactSet
FactSet
Broadgate Quarter One Snowden Street London England EC2A 2DQ United Kingdom Work Phone: +44.(0)20.3009.7000 Website: www.factset.com
Categories: ESG, Portfolio Analysis, Portfolio Management, Research Systems
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Photo of FE fundinfo
FE fundinfo
FE fundinfo (UK) Limited 30 Great Pulteney Street London W1F 9NN United Kingdom Work Phone: +44 20 7534 76 00 Cash Flow/Financial Planning: Our Analysis Portfolio Analysis: Our Analysis Portfolio Rebalancing: Our Analysis Website: www.fefundinfo.com
Categories: Financial Planning, Investment Analysis, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing, Research Systems
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Photo of Feedsy
Feedsy
Australia Work Phone: 0423 020 190 Marketing & Client Engagement Systems: Our Analysis Website: www.feedsy.info
Categories: Marketing Systems
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Photo of Fidelity
Fidelity
FundsNetwork
Beech Gate Millfield Lane Lower Kingswood Tadworth Surrey KT20 6RP United Kingdom Work Phone: 0800 41 41 81 Website: www.adviserservices.fidelity.co.uk
Categories: Investment Platform, Portfolio Management, Research Systems, Tax Optimisation
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Photo of Fiduciary Exchange LLC (FIDx)
Fiduciary Exchange LLC (FIDx)
1000 Chesterbrook Blvd Suite 135 Berwyn PA 19312 United States of America Work Phone: 877-554-FIDx Website: www.fid-x.com
Categories: Life Insurance/Protection, Platform, Retirement Planners
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Photo of Figlo
Figlo
Dorpsstrat 151-155 2903 LA Capelle a/d lJssel The Netherlands Work Phone: 010-2646666 Cash Flow/Financial Planning: Our Analysis Website: www.figlo.com
Categories: Cash Flow Modelling, Financial Planning
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Photo of Filehaven
Filehaven
1st Floor 8 Arnside Road Waterlooville Hampshire PO7 7UP United Kingdom Work Phone: 023 9200 6355 Secure Communication Systems: Our Analysis Website: filehaven.co.uk
Categories: Secure Communication Systems
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Fin365
Studio 1, 2-6 Rutland St, Geelong, VIC, 3220 Australia Work Phone: 1300 346 365 Website: www.fin365.com.au
Categories: Client Portals, Client Relationship Manager, Practice Management System, Workflows
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Finaeo
1087 Queen St W Suite 400, Toronto, ON M6J 1H3, Canada Work Phone: 416-639-1739 Website: www.finaeo.com
Categories: Life Insurance/Protection, Life Insurance/Protection Administration, Practice Management System, Quotation Portals
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Finalytiq
Suite 5 Phoenix House, Christopher Martin Rd, Basildon, Essex SS14 3EZ United Kingdom Work Phone: 01268 502 454 Website: www.finalytiq.co.uk
Categories: Cash Flow Modelling
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Finametrica
Contact: Brod Whiting
United Kingdom Mobile Phone: +44 (0) 7445 237006 Risk Profiling Tools: Our Analysis Website: www.riskprofiling.com
Categories: Risk Profiling Tools
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Financial Mappers
Financial Mappers PO Box 133 Hamilton, QLD 4007 Australia Work Phone: 1300 162 945 Website: www.financialmappers.com.au
Categories: Cash Flow Modelling
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Photo of Financial Simplicity
Financial Simplicity
Level 17 123 Pitt St Sydney NSW 2000 Australia Work Phone: AUS – 1300 636 053 Work Phone: AUS – +61 2 8231 6654 Work Phone: UK – 0203 966 0886 Website: www.financialsimplicity.com Portfolio Analysis: Our Analysis
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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Financial Tech Tools
Vancouver BC V6Z 2V9 Canada Work Phone: (778) 895-6978 Website: www.financialtechtools.ca
Categories: Adviser Website Design/Set Up, Content Creation, Lead Generation, Marketing Systems
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Photo of FinCalc
FinCalc
c/o O&M Pension Solutions Ltd 3 The Courtyards Phoenix Square Wyncolls Road Colchester Essex CO4 9PE United Kingdom Work Phone: 01206 803210 Client Portals: Our Analysis Cash Flow/Financial Planning: Our Analysis Website: www.fincalc.co.uk
Categories: Cash Flow Modelling, Client Portals, Transvas Profiler
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FinDock
Nevelgaarde 20K 3436 ZZ Nieuwegein The Netherlands Website: findock.com
Categories: Payments Management
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Photo of Fineos
Fineos
Australia Website: https://www.fineos.com/
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Photo of Finicity
Finicity
434 West Ascension Way Suite, #200 Salt Lake City, UT 84123 United States of America Website: www.finicity.com
Categories: Integration Hub
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Photo of FINMASON INC
FINMASON INC
2 Oliver Street Suite 607 Boston MA 02109 United States of America Website: www.finmason.com
Categories: Wealth Management Administration, Wealth Management Systems
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finova
Commodity Quay St Katharine Docks London E1W 1AZ United Kingdom Work Phone: Core Banking Platform: 020 7050 2000 Work Phone: Broker Platform: 01275 400 660 Work Phone: finova Connect: 01275 400 669 Client Portals: Our Analysis Mortgage Practice Management Systems: Our Analysis – Finova Mortgage Practice Management Systems: Our Analysis – Finova Lite Website: www.finova.tech
Categories: Client Portals, Client Relationship Manager, Mortgage Practice Management Systems, Practice Management System
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Fintegrate
Unit 1, Guest House Farm Runshaw Lane Chorley Lancashire PR7 6HD United Kingdom Wealth Management Systems: Our Analysis Website: fintegrate.co.uk
Categories: Portfolio Analysis, Wealth Management Systems
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Fintuity
128 City Road London EC1V 2NX United Kingdom Work Phone: +44 1274 003920  Website: https://fintuity.com/
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Photo of Flagstone Investment Management
Flagstone Investment Management
17th Floor, New Zealand House, 80 Haymarket, St. James’s, London SW1Y 4TE United Kingdom Work Phone: 0203 745 8139 Wealth Management Systems: Our Analysis Website: flagstoneim.com
Categories: Cash Savings and Deposit Management, Wealth Management Systems
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FLG Business Technology Ltd
FLG Business Technology Limited Ribble Court Shuttleworth Mead 1 Mead Way Padiham Burnley BB12 7NG United Kingdom Work Phone: 01282 798 545 Website: getflg.com
Categories: Client Relationship Manager
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Photo of Flourish
Flourish
60 Madison Ave 11th fl New York NY 10010 United States of America Work Phone: (833) 808-5700 Website: www.flourish.com
Categories: Cash Savings and Deposit Management, Platform, Trading
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Fluido
United States Website: www.fluidogroup.com/home Wealth Practice Management Systems: Our Analysis
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Photo of Flyer Financial Technologies
Flyer Financial Technologies
525 7th Ave Suite 812 New York NY 10018 United States of America London United Kingdom Work Phone: 1-888-349-3593 Work Phone: London: +44 (808) 1962803 Website: flyerft.com
Categories: Trading
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Flyingboat
Fusion Systems Limited, The Foundry, Huberts Lane Doyle Road, St Peter Port Guernsey GY1 1RG Channel Islands Work Phone: 01481 721031 Website: www.flyingboatsoftware.com
Categories: Accounting, Portfolio Management, Trading, Wealth Management CRM, Wealth Management Systems
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Photo of FNZ
FNZ
Level 5 67 Lombard Street London EC3V 9LJ United Kingdom Work Phone: +44 (0) 303 333 3330 Website: www.fnz.com
Categories: Investment Platform, Trading, Wealth Management Systems
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Photo of Focus Solutions
Focus Solutions
Cranford House, Kenilworth Rd, Blackdown, Leamington Spa CV32 6RQ United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Research Systems, Risk Profiling Tools, Wealth Management Systems
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Photo of Focus Solutions – Focus:360
Focus Solutions – Focus:360
United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk/products/focus360/
Categories: Practice Management System, Wealth Practice Management System
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Photo of Focus Solutions – Focus:Wealth
Focus Solutions – Focus:Wealth
United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk/products/focuswealth
Categories: Wealth Management CRM, Wealth Management Systems
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Photo of Focus Solutions – Now:Advise
Focus Solutions – Now:Advise
United Kingdom Website: www.focus-solutions.co.uk/products/nowadvise/
Categories: Client Portals, Equity Release Systems, Practice Management System, Wealth Practice Management System
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Photo of Focus Solutions – Now:Plan
Focus Solutions – Now:Plan
Cranford House, Kenilworth Rd, Blackdown, Leamington Spa CV32 6RQ United Kingdom Work Phone: 01926 468300 Website: www.focus-solutions.co.uk/products/nowplan-online-tools/cash-flow/
Categories: Cash Flow Modelling
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Photo of Focus Solutions – Now:Share
Focus Solutions – Now:Share
United Kingdom Work Phone: 01926 468 300 Website: www.focus-solutions.co.uk/products/nowshare-co-browsing
Categories: Client Portals, Screensharing
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Photo of Four Eyes Financial
Four Eyes Financial
 89 Canterbury St #503 Saint John NB E2L 2C7 Canada Mobile Phone: +1 506-719-0077 Website: https://foureyes.financial/
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Photo of Fourth Line
Fourth Line
Level 2 545 King Street West Melbourne Victoria 3003 Australia Work Phone: 1300 453 153 Website: fourth-line.com.au
Categories: Compliance
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Photo of FP Alpha
FP Alpha
United States of America Work Phone: 212-796-8790 Website: fpalpha.com Business Performance & Operational Management: Our Analysis
Categories: Artificial Intelligence, Financial Planning, Platform
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Photo of fpPathfinder
fpPathfinder
Farmington United States of America Website: www.fppathfinder.com
Categories: Workflows
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Photo of FTRC
FTRC
United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: ftrc.co Website: www.qualityanalyser.com Website: www.protectionguru.co.uk Website: www.benefitsguru.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Product Research, Research Systems
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Photo of FTRC – Digital Wealth Insights
FTRC – Digital Wealth Insights
United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.digitalwealthinsights.com
Categories: Product Research
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Photo of FTRC – ProtectionGuru
FTRC – ProtectionGuru
United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.protectionguru.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research
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Photo of FTRC – Quality Analyser
FTRC – Quality Analyser
United House North Road London N7 9DP United Kingdom Work Phone: 020 3740 0000 Website: www.qualityanalyser.com
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Research Systems
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Photo of Fundata
Fundata
38 Lesmill Road Toronto Ontario M3B 2T5 Canada Mobile Phone: 1 (888) 328-9174 Website: https://www.fundata.com/
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Photo of Fundment
Fundment
Mappin House, 4 Winsley St, Fitzrovia, London W1W 8HF United Kingdom Work Phone: 020 3289 2837 Website: www.fundment.com
Categories: Financial Planning, Portfolio Management, Product Research
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Photo of FundSense
FundSense
71-75 Shelton Street London WC2H 9JQ United Kingdom Work Phone: +44 (0) 203 290 3990 Website: www.fundsense.io
Categories: Artificial Intelligence, Document Analytics
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Photo of Futureform
Futureform
London United Kingdom Wealth Practice Management Systems: Our Analysis Website: futureform.uk
Categories: Client Relationship Manager, Salesforce Implementations
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Photo of FutureVault
FutureVault
154 University Ave Suite 601 Toronto Ontario M5H 3Y9 Canada Mobile Phone: 1-844-538-2858 E-Signature, Document Processing & Storage: Our Analysis Website: www.futurevault.com
Categories: Document Management
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Photo of GB Group
GB Group
128 Queen Victoria Street London EC4V 4BJ United Kingdom Work Phone: +44 (0) 124 465 7333 Website: www.gbgplc.com
Categories: Anti Money Laundering
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Photo of Genasys
Genasys
United Kingdom Mobile Phone: 116793151
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Photo of Genovo
Genovo
Suite 8, Sabrina House, Sabrina Court, Shrewsbury SY3 7BF United Kingdom Work Phone: 01743 730 010 Report Generation Software: Our Analysis Website: www.genovo.co.uk
Categories: Report Generation Software
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Photo of Genpact
Genpact
5th Floor, 5 Merchant Square, Paddington, London W2 1AY United Kingdom Website: www.genpact.com
Categories: Portfolio Monitoring, Trading
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Photo of Glia
Glia
United States of America Website: www.glia.com
Categories: Client Relationship Manager, Marketing Systems, Screensharing
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Photo of GoToMeeting
GoToMeeting
United States of America Work Phone: 0800 640 4005 Website: www.gotomeeting.com
Categories: Screensharing
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Photo of GreenGrowth
GreenGrowth
Categories: Portfolio Analysis
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Photo of Grendel
Grendel
United States of America Work Phone: 888-824-4477 Website: www.grendel.com
Categories: Client Portals, Client Relationship Manager
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Photo of Gretel
Gretel
Website: www.gretel.co.uk
Categories: Pension Tracing
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Photo of Guiide
Guiide
United Kingdom Website: https://guiide.co.uk/
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H

Photo of HALO Technologies
HALO Technologies
Level 14 360 Collins Street Melbourne VIC 3000 Australia Work Phone: 0481 003 292 Website: www.halo-technologies.com
Categories: Investment Analysis, Investment Platform
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Photo of Hearsay Systems
Hearsay Systems
600 Harrison St Suite 120 San Francisco CA 94107 United States of America Work Phone: +1.844.556.4396 Website: www.hearsaysystems.com
Categories: Adviser Website Design/Set Up, Client Engagement, Compliance, Marketing Systems
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Photo of Hivrs
Hivrs
Level 2 14-20 Aerodrome Rd Maroochydore QLD 4558 Australia Work Phone: +61 (7) 3053 5263 Website: hivrs.com
Categories: Client Onboarding, Workflows
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Photo of Holistiplan
Holistiplan
College Station TX 77845 United States of America Website: www.holistiplan.com
Categories: Tax Optimisation
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Photo of HoneyPro
HoneyPro
Website: www.honeypro.co.uk Estate Planning: Our Analysis
Categories: Estate Planning, Uncategorised
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Photo of Hourglass TIPS
Hourglass TIPS
United Kingdom Work Phone: 01752 600626 Wealth Practice Management Systems: Our Analysis Website: www.hourglasssoftware.co.uk
Categories: Practice Management System, Wealth Practice Management System
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Photo of HUB Financial Solutions
HUB Financial Solutions
United Kingdom Work Phone: 01737 233413 Quotation Portals: Our Analysis Website: www.hubfinancialsolutions.co.uk
Categories: Quotation Portals, Research Systems
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Photo of Hubly
Hubly
Vancouver British Columbia Canada Work Phone: +1 888-329-0276 Website: www.myhubly.com
Categories: Practice Management System
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Photo of Hubwise
Hubwise
Waverley Court, Wiltell Road, Lichfield WS14 9ET United Kingdom Website: www.hubwise.co.uk
Categories: Platform
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Photo of HUG HUB
HUG HUB
Gossard House, 5th Floor 7 Savile Row London W1S 3PE United Kingdom Work Phone: 020 3633 0100 Website: https://hughub.co.uk/
Categories: Client Engagement, Client Onboarding, Client Relationship Manager, Life Insurance/Protection
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Photo of Hushmail
Hushmail
Hush Communications Canada Inc. Suite 360 580 Hornby Street Vancouver BC V6C 3B6 Canada Work Phone: +1-877-533-4874 Secure Communication Systems: Our Analysis Website: www.hushmail.com
Categories: Cyber & Data Security, E-mail Encryption, File Sharing, Secure Communication Systems, Secure File Sharing
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I

Photo of iCover
iCover
iCover 15510 Olive, Suite #205 Chesterfield MO 63017 United States of America Work Phone: +1 314-255-3861 Work Phone: +1 314-570-4366 Website: icoverinsure.com
Categories: Underwriting
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Photo of IFA Dataflow
IFA Dataflow
County House Bayshill Rd Cheltenham GL50 3BA United Kingdom Work Phone: +44 (0) 1242 787987 Website: www.ifadataflow.co.uk
Categories: Income Reconciliation
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Photo of IFAC Ltd.
IFAC Ltd.
IFAC House Unit 1.7 Andovesford Business Park GL54 4LB United Kingdom Work Phone: 01242 80 70 10 Website: www.ifac.eu
Categories: Compliance, Robo Compliance
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Photo of iFactFind
iFactFind
767A Nicholson St PO Box 560 Carlton North VIC 3054 Australia Work Phone: 1300 0 78577 Website: ifactfind.com.au
Categories: Client Onboarding, Fact Finding
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Photo of ifaDASH
ifaDASH
United Kingdom Business Performance & Operational Management: Our Analysis Website: www.ifadash.com
Categories: Business Performance & Operational Management, RegTech Systems
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Photo of Implemented Portfolios
Implemented Portfolios
Level 10 60 Carrington Street Sydney NSW 2000 Australia Work Phone: +61 2 9164 9800 Website: implementedportfolios.com.au
Categories: Investment Platform, Portfolio Analysis, Portfolio Management, Portfolio Monitoring
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Photo of Income Conductor
Income Conductor
United States of America Mobile Phone: 8609693672 Website: https://incomeconductor.com/
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Photo of Indyfin
Indyfin
1722 Routh St Suite 900 Dallas TX 75201 United States of America Work Phone: (833) 463-9346 Website: www.indyfin.com
Categories: Financial Adviser Research & Review, Investor Experience Platform
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Photo of Insignis Cash Solutions
Insignis Cash Solutions
INSIGNIS CASH SOLUTIONS St John’s Innovation Centre Cowley Road Cambridge CB4 0WS United Kingdom Work Phone: +44 (0) 1223 200 674 Website: www.insigniscash.com
Categories: Cash Savings and Deposit Management
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Photo of Insurian
Insurian
85 Great Portland Street London W1W 7LT United Kingdom Website: insurian.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Administration
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Photo of Integrated Portfolio Solutions
Integrated Portfolio Solutions
Suite 2 Level 5 Bligh Chambers 25 Bligh Street Sydney NSW 2000 Australia Work Phone: 1300 764 829 Website: integratedportfoliosolutions.com.au
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing, Practice Management System
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Photo of intelliflo
intelliflo
Wellington House 60-68 Wimbledon Hill Road London SW19 7PA United Kingdom Work Phone: 0330 102 8400 Cash Flow/Financial Planning: Our Analysis Client Portals: Our Analysis Personal Financial Management: Our Analysis Portfolio Analysis: Our Analysis Mortgage Practice Management Systems: Our Analysis Wealth Practice Management Systems: Our Analysis Website: www.intelliflo.com
Categories: Cash Flow Modelling, Client Portals, Financial Planning, Mortgage Practice Management Systems, Personal Financial Management, Portfolio Analysis, Practice Management System, Wealth Practice Management System
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Photo of IntelliTeq
IntelliTeq
Website: www.intelliteq.co.uk
Categories: Client Engagement, Client Relationship Manager
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Photo of InterGen Data
InterGen Data
5600 Tennyson Parkway, Suite 335 Plano, Texas 75093 United States of America Mobile Phone: (972) 833-2820 Cash Flow/Financial Planning: Our Analysis Website: www.intergendata.com Articles: INTERGEN DATA – “DAVID – DIGITAL ADVICE VIA DEMOGRAPHICS” Articles: VIEWS FROM FINOVATE FALL: INTERGEN DATA
Categories: Artificial Intelligence, Cash Flow Modelling, Financial Planning, Product Research, Research Systems
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Photo of Investcloud
Investcloud
77 Shaftesbury Ave, Soho, London W1D 5DU United Kingdom Work Phone: 020 3826 8510 Wealth Management Systems: Our Analysis Website: www.investcloud.com
Categories: Accounting, Client Portals, Trading, Wealth Management Systems
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Photo of InvestGlass
InvestGlass
Geneva Switzerland Work Phone: +41 22 518 25 94 Website: www.investglass.com
Categories: Client Portals, Client Relationship Manager, Marketing Systems, Portfolio Management
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Photo of InvestSuite
InvestSuite
Northumberland House 8 Northumberland Avenue London WC2N 5BY United Kingdom Work Phone: +44 7305 70 40 54 Website: www.investsuite.com
Categories: Investment Analysis, Investment Platform, Platform, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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Photo of iPipeline
iPipeline
3rd Floor, Montpellier House, Montpellier Dr, Cheltenham GL50 1TY United Kingdom Work Phone: 0345 408 4022 E-Signature, Document Processing & Storage: Our Analysis Quotation Portals: Our Analysis Website: Home Website: SolutionBuilder – Life Insurance/Protection Product Research Website: AlphaTrust – e-Signature and Document Process
Categories: E-Signature, Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals, Research Systems, Secure File Sharing
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Photo of Iress
Iress
Level 7 45 King William Street London EC4R 9AN United Kingdom Work Phone: 0345 068 3000 Wealth Practice Management Systems: Our Analysis Mortgage Practice Management Systems: Our Analysis Client Portals: Our Analysis Cash Flow/Financial Planning: Our Analysis – Iress Xtools Cash Flow/Financial Planning: Our Analysis – Iress Xtools Engage Cash Flow/Financial Planning: Our Analysis – Iress O&M Profiler ESP Portfolio Analysis: Our Analysis Portfolio Rebalancing: Our Analysis Quotation Portals: Our Analysis Mortgage Sourcing Systems: Our Analysis – Iress Trigold Mortgage Sourcing Systems: Our Analysis – Iress Xplan Mortgage Wealth Management Systems: Our Analysis – Iress Proquote Wealth Management Systems: Our Analysis – Iress Viewpoint Wealth Management Systems: Our Analysis – Iress Xplan Private Wealth Management Equity Release Systems: Our Analysis Website: www.iress.com
Categories: Cash Flow Modelling, Client Portals, Client Relationship Manager, Equity Release Systems, Financial Planning, Life Insurance/Protection, Life Insurance/Protection Product Research, Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems, Portfolio Analysis, Portfolio Rebalancing, Practice Management System, Quotation Portals, Research Systems, Switching Analysis, Wealth Management Systems, Wealth Practice Management System
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J

Photo of Jacobi
Jacobi
United States of America Website: www.jacobistrategies.com
Categories: Cash Flow Modelling, Portfolio Analysis
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Photo of JCS
JCS
X-Ware Limited t/a JCS, Le Grenier, Grand Marché, Les Camps St Martin, GY4 6AA Guernsey, Channel Islands Work Phone: 03450 049 599 Website: www.talkjcs.com
Categories: Client Portals, Practice Management System
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Photo of JustFA
JustFA
JustFA Technology Limited 22 Dartmouth Street England London SW1H 9BP United Kingdom Mobile Phone: 02078022298 Wealth Management Systems: Our Analysis Website: justfa.uk
Categories: Wealth Management Systems
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K

Photo of Keylu
Keylu
United Kingdom Website: keylu.com E-Signature, Document Processing & Storage: Our Analysis
Categories: Document Management, File Sharing
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Photo of Kinherit
Kinherit
Kinherit Ltd Equinox South Bristol BS32 4QL United Kingdom Work Phone: +44(0)117 302 1888 E-Signature, Document Processing & Storage: Our Analysis Website: www.kinherit.co.uk
Categories: Document Management
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Photo of Knowledge Bank
Knowledge Bank
Barnsley Business Village Innovation Way Barnsley South Yorkshire S75 1JL United Kingdom Work Phone: 01226 107077 Website: www.yourknowledgebank.co.uk
Categories: Mortgage Affordability, Mortgage Sourcing Systems, Research Systems
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Photo of Lapetus Solutions
Lapetus Solutions
United States of America
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Photo of Life Design Analysis Inc
Life Design Analysis Inc
300 Wellington Street Unit 200 London ON N6B 2L5 Canada Work Phone: +1 855-268-2255 Website: www.lifedesignanalysis.com
Categories: Practice Management System, Quotation Portals
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Photo of LifeQuay
LifeQuay
United Kingdom
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Photo of LifeYield
LifeYield
175 Federal Street, 7th Floor Boston MA 02110 United States of America Website: www.lifeyield.com
Categories: Tax Optimisation
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Photo of LOGICLY
LOGICLY
New York United States of America Work Phone: 929-333-3023 Website: logicly.finance
Categories: Compliance, Investment Analysis, Portfolio Management, Research Systems
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Photo of Lumiant
Lumiant
Level 10 60 Carrington Street Sydney NSW 2000 Australia Marketing & Client Engagement Systems: Our Analysis Website: lumiant.com.au
Categories: Client Engagement, Client Onboarding, Fact Finding
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Photo of Lunar CRM
Lunar CRM
United Kingdom Website: www.lunarcrm.co.uk
Categories: Client Relationship Manager
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M

Photo of Mailock
Mailock
Beyond Encryption, Gloster Ct, Fareham PO15 5SH United Kingdom Work Phone: 020 8123 4546 Secure Communication Systems: Our Analysis Website: www.beyondencryption.com/mailock Website: www.origo.com Articles: ORIGO/BEYOND ENCRYPTION – “UNIPASS MAILOCK” Articles: UNIPASS MAILOCK: SECURE MESSAGING AND DIGITAL ENGAGEMENT SOLUTIONS FOR BUSINESSES AND THEIR CLIENTS Articles: EMPOWERING ADVICE THROUGH TECHNOLOGY (#EATT19) DISTURBANCE DEMO: UNIPASS MAILOCK
Categories: E-mail Encryption, Secure Communication Systems
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Photo of Mako Financial Technologies
Mako Financial Technologies
Mako Financial Technologies 4 Place Ville Marie Suite 300 Montréal QC H3B 2E7 Canada Website: makofintech.com
Categories: Client Engagement, Client Onboarding, Workflows
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Photo of Masttro
Masttro
New York City United States of America Work Phone: +1 917 755 0008 Website: www.masttro.com
Categories: Client Portals, Platform
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Photo of MeetAmi
MeetAmi
MeetAmi Innovations Inc Unit 10 – 1275 West 6th Avenue Vancouver BC V6H 1A6 Canada Website: www.amipro.ca
Categories: Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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Photo of Micro Focus
Micro Focus
Voltage SecureMail
Cambridge Business Park Milton Road Cambridge CB4 0WZ United Kingdom Work Phone: +44-0-2890-260-000 Secure Communication Systems: Our Analysis Website: www.microfocus.com Website: www.microfocus.com/en-us/products/email-encryption-security
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems, Secure File Sharing
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Photo of Mimecast
Mimecast
1 Finsbury Avenue London EC2M 2PF United Kingdom Work Phone: +44 (0)20 7847 8700 Website: www.mimecast.com
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems
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Photo of Mitigo
Mitigo
Southgate 2 321 Wilmslow Road Cheadle Cheshire SK8 3PW United Kingdom Work Phone: 0161 711 0201 Website: mitigogroup.com
Categories: Cyber & Data Security
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Photo of Model Office
Model Office
50 Liverpool Street, London EC2M 7PY United Kingdom Work Phone: 020 3005 5305 RegTech Systems: Our Analysis Website: www.model-office.co.uk
Categories: RegTech Systems
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Photo of Money Alive
Money Alive
Bedford Heights Brickhill Dr Bedford Bedfordshire MK41 7PH United Kingdom Work Phone: 01904 403918 RegTech Systems: Our Analysis Website: www.moneyalive.co.uk
Categories: RegTech Systems
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Photo of MoneyGaps
MoneyGaps
Toronto Ontario Canada Website: moneygaps.com
Categories: Client Onboarding, Client Relationship Manager, Fact Finding, Lead Generation, Report Generation Software
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Photo of MoneyHub
MoneyHub
101 Victoria Street Bristol BS1 6PU United Kingdom Work Phone: 0117 280 5155
Categories: Accounting, Bank Transaction Categorisation
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Photo of Moneyinfo
Moneyinfo
Forward House 17 High St Henley-in-Arden B95 5AA United Kingdom Work Phone: 03303 600 300 Client Portals: Our Analysis Website: www.moneyinfo.com Articles: MONEYINFO – “BRANDED CLIENT PORTALS AND APPS” Articles: MONEYINFO
Categories: Client Portals, Personal Financial Management
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Photo of Moneyscope
Moneyscope
The Core Business Centre Milton Hill Abingdon Oxfordshire OX13 6AB United Kingdom Cash Flow/Financial Planning: Our Analysis Website: moneyscopehq.com
Categories: Cash Flow Modelling, Retirement Planners
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Photo of Moody’s Analytics
Moody’s Analytics
United Kingdom Website: www.moodysanalytics.com
Categories: Risk Profiling Tools
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Photo of Morningstar
Morningstar
55 City Rd, Old Street, London EC1Y 1HH United Kingdom Work Phone: 020 3107 0000 Portfolio Analysis: Our Analysis – Morningstar Advisor Workstation Portfolio Analysis: Our Analysis – Morningstar Model Marketplace Portfolio Rebalancing: Our Analysis Cash Flow/Financial Planning: Our Analysis Client Portals: Our Analysis Website: www.morningstar.co.uk/
Categories: Cash Flow Modelling, Client Portals, Portfolio Analysis, Portfolio Monitoring, Portfolio Rebalancing, Risk Profiling Tools
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Photo of Mortgage Brain
Mortgage Brain
Mortgage Brain Ltd 111 St James’s Rd Croydon CR0 2UW United Kingdom Work Phone: 0208 665 3200 Mortgage Practice Management Systems: Our Analysis Mortgage Practice Management Systems: Our Analysis – MortgageStream Client Portals: Our Analysis Mortgage Sourcing Systems: Our Analysis – Sourcing Brain Mortgage Sourcing Systems: Our Analysis – MortgageBrain Classic Website: www.mortgagebrain.co.uk
Categories: Client Portals, Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems
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Photo of Mortgage Broker Tools
Mortgage Broker Tools
56 Bell Street London NW1 5BU United Kingdom Work Phone: Sales: 0808 281 2628 Work Phone: Customer Services: 0800 011 9521 Website: w3.mortgagebrokertools.co.uk
Categories: Mortgage Affordability, Mortgage Sourcing Systems, Research Systems
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Photo of Mortgage Magic
Mortgage Magic
Ground Floor, Rainham House Manor Way Greater London RM13 8RH United Kingdom Work Phone: 0333 888 0254 Website: www.mortgage-magic.co.uk
Categories: Client Portals, Mortgage Practice Management Systems
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Photo of MortgageStream
MortgageStream
Mortgage Brain Limited 6 The Courtyard Buntsford Gate Bromsgrove Worcestershire B60 3DJ United Kingdom Work Phone: 020 8665 3200 Website: www.mortgagestream.co.uk
Categories: Mortgage Practice Management Systems
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Photo of My Factfind
My Factfind
United Kingdom Website: www.factfind.me.uk
Categories: Fact Finding
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Photo of myprosperity
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
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MyRegData
2 University Way, Oldham OL1 1ET United Kingdom Work Phone: 0161 413 5070 Website: myregdata.co.uk
Categories: RegTech Systems, Regulatory Reporting
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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
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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 Website: nmbasites.co.uk
Categories: Adviser Website Design/Set Up
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Ningi
60 Station Road Nassington PE8 6QB United Kingdom Website: www.ningi.co.uk
Categories: Adviser Website Design/Set Up, Client Engagement, Client Portals, Client Relationship Manager
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Novia
Novia Financial plc Cambridge House Henry Street Bath BA1 1JS United Kingdom Website: www.novia-financial.co.uk
Categories: Platform, Wealth Management Systems
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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
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Nucleus
Nucleus HQ Greenside 12 Blenheim Place Edinburgh EH7 5JH United Kingdom Work Phone: 0131 226 9800 Website: www.nucleusfinancial.com
Categories: Platform
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NVISO
EPFL Innovation Park Building D 1015 Lausanne Switzerland Work Phone: +41 21 353 8511 Website: www.nviso.ai
Categories: Artificial Intelligence
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O&M Pension Solutions
3 The Courtyards Phoenix Square Wyncolls Road Colchester Essex CO4 9PE United Kingdom Work Phone: 01206 805405 Website: www.ompensions.co.uk
Categories: Bulk Transfer Bureau, Pension Transfer Analysis, Transfer Bureau, Transfer Value Comparator
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O&M Systems
2 Charter Court, Severalls Business Park, Colchester, Essex CO4 9YA United Kingdom Work Phone: 01206 222195 Website: www.omsystems.co.uk
Categories: Cash Flow Modelling, Portfolio Rebalancing, Product Research, Retirement Planners, Risk Profiling Tools, Switching Analysis
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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
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On The Money
Parkway House 28 Avenue Road Bournemouth BH2 5SL United Kingdom Website: www.onthemoney.net
Categories: Mortgage Application, Mortgage Practice Management Systems, Mortgage Sourcing Systems
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One Mortgage System
OMS House 20 Barttelot Road West Sussex RH12 1DQ United Kingdom Work Phone: 0203 911 2211 Mortgage Practice Management Systems: Our Analysis Website: omsystem.website
Categories: Mortgage Practice Management Systems
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Origo
7 Lochside View, Edinburgh Park, Edinburgh EH12 9DH Work Phone: 0131 451 5181 Website: www.origo.com
Categories: Integration Hub
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Ortec Finance
Bridge House 181 Queen Victoria Street London EC4V 4EG United Kingdom Work Phone: 0203 770 5780 Risk Profiling Tools: Our Analysis Cash Flow/Financial Planning: Our Analysis Website: www.ortecfinance.com
Categories: Cash Flow Modelling, Financial Planning, Risk Profiling Tools
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Oxford Risk
Oxford Risk Research & Analysis Ltd, 1 Paris Garden, London SE1 8ND United Kingdom Work Phone: 020 3941 2801 Risk Profiling Tools: Our Analysis Website: www.oxfordrisk.com
Categories: Risk Profiling Tools
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Para-Sols
Beehive, Lingfield Point, Darlington, DL1 1RW United Kingdom Work Phone: 01325 281 969 Website: www.para-sols.co.uk
Categories: Compliance, RegTech Systems
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paraplanner.ai
Categories: Artificial Intelligence, Document Management, Report Generation Software
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Paraplanning Online
Paraplanning Online Limited Caradoc House Abbey Foregate Shrewsbury SY2 6AP United Kingdom Work Phone: 01888 411188 Website: www.ppol.co.uk
Categories: Report Generation Software
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Pascal WealthTech
30 Wellington Street West 5th Floor Toronto Ontario M5L 1E2 Canada Website: www.pascalwealthtech.com
Categories: Client Engagement, Client Onboarding, Fact Finding, Wealth Management Systems
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PlanHappy Software
The Planning Rooms Wellington Court, Preston Farm, Stockton on Tees TS18 3TA United Kingdom Work Phone: 01642 062 358 Wealth Practice Management Systems: Our Analysis Website: planhappysoftware.co.uk
Categories: Client Portals, Client Relationship Manager, Practice Management System, Wealth Practice Management System
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Plannr Technologies Limited
Suite E, 5 The Briars Waterberry Drive Waterlooville Hampshire PO7 7YH United Kingdom Work Phone: 0333 050 2272 Wealth Practice Management Systems: Our Analysis Client Portals: Our Analysis Website: plannrcrm.com
Categories: Client Portals, Practice Management System, Wealth Practice Management System
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PlantechHub
Richmond, Virginia United States of America Work Phone: (833) 752-6832 Website: plantechhub.com
Categories: Financial Planning
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Planworth
Toronto, Ontario Canada Work Phone: +1 (647) 479-2923 Website: www.planworth.co
Categories: Client Portals, Financial Planning
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Plutosoft
52 Oswald Street Innaloo 6018 Western Australia Australia Work Phone: +(61) 8 6444 9363 Website: www.plutosoft.com.au
Categories: Client Portals, Financial Planning, Portfolio Management, Practice Management System
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Pocket Finance
Calgary, AB Canada Website: www.pocketfinance.com/advisors
Categories: Client Engagement, Client Portals, Personal Financial Management
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Pocket Risk
88 Wood St, Barbican, London EC2V 7RS United Kingdom Work Phone: 020 7097 5108 Work Phone: 07983557046 Risk Profiling Tools: Our Analysis Website: pocketrisk.com
Categories: Risk Profiling Tools
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Pontera
111 W 33rd St fl 25 New York NY 10001 United States of America Website: www.pontera.com
Categories: Order Management System, Trading
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Portemis
27 Renwick Drive, Bromley. BR2 9GS United Kingdom Work Phone: 07889 181459 Website: www.portemis.com
Categories: Wealth Management CRM
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Portfolio Cloud
Level 1 274 Coventry Street South Melbourne 3205 VIC Australia Portfolio Analysis: Our Analysis Portfolio Rebalancing: Our Analysis Website: www.portfoliocloud.com
Categories: Investment Analysis, Portfolio Analysis, Portfolio Management, Portfolio Monitoring, Portfolio Rebalancing
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PortfolioMetrix
Ground Floor 66 Buckingham Gate London SW1E 6AU United Kingdom Work Phone: 020 7965 7533 Cash Flow/Financial Planning: Our Analysis Website: www.portfoliometrix.com
Categories: Cash Flow Modelling, Portfolio Analysis, Portfolio Rebalancing, Practice Management System, Risk Profiling Tools
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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
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Prestwood Truth
5 Darwin House The Innovation Centre Pensnett Estate Kingswinford West Midlands DY6 7YB United Kingdom Work Phone: 01384273736 Cash Flow/Financial Planning: Our Analysis Website: www.truthsoftware.co.uk
Categories: Cash Flow Modelling, Practice Management System
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ProtectionGuruPro
3rd Floor 70 Gracechurch Street London EC3V 0HR United Kingdom Research Systems: Our Analysis Website: ProtectionGuruPro
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Product Research, Research Systems
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ProtonMail
Proton Technologies AG Chemin du Pré-Fleuri, 3 CH-1228 Plan-les-Ouates, Genève, Switzerland Secure Communication Systems: Our Analysis Website: proton.me
Categories: Cyber & Data Security, E-mail Encryption, Secure Communication Systems
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Pulse360
Riverside, CA United States of America Website: pulse360.com
Categories: Client Reviews, Meeting Notes, Workflows
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Purpose Advisor Solutions
1128 Yonge St #300 Toronto ON Canada Work Phone: 647 417 0210 Website: www.purposeadvisorsolutions.com
Categories: Client Onboarding, Client Relationship Manager, Financial Planning, Platform, Portfolio Analysis, Portfolio Management, Practice Management System
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Quik!
Redondo Beach, CA United States of America Work Phone: 877-456-7845 Website: www.quickforms.com
Categories: E-Signature, Fact Finding
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Quotehaven
1st Floor 8 Arnside Road Waterlooville Hampshire PO7 7UP United Kingdom Work Phone: 0333 090 3236 Research Systems: Our Analysis Website: quotehaven.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals, Research Systems
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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
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Rabbit Software
Kingsley House Victoria Street Painswick Gloucestershire GL6 6QA United Kingdom Website: www.rabbitsoftware.ltd Business Performance & Operational Management: Our Analysis
Categories: Business Performance & Operational Management
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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
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ReachStack
United States of America Work Phone: 1.844.554.8722 Website: www.reachstack.com
Categories: Content Creation, Marketing Systems
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Recordsure
10 Lower Thames Street London EC3R 6EN United Kingdom Work Phone: +44 (0) 20 3772 7272 Website: recordsure.com
Categories: Artificial Intelligence, Compliance, Document Analytics, RegTech Systems, Speech Analytics
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Redi2
205 Portland Street Suite 202 Boston MA 02114 United States of America Work Phone: 877-668-4824 Website: www.redi2.com
Categories: Income Reconciliation
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Redtail
3131 Fite Circle Sacramento, CA 95827 United States of America Work Phone: (800) 206-5030 Website: www.corporate.redtailtechnology.com
Categories: Client Relationship Manager
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Responsive.AI
111-2050 Scotia Street Vancouver BC V5T 4T1 Canada Work Phone: +1 604 229 5353 Website: www.responsive.ai
Categories: Artificial Intelligence, Client Onboarding, Client Portals, Wealth Management Systems
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RetireMap
Australia Work Phone: 0435 168 944 Website: www.retiremap.com.au Cash Flow/Financial Planning: Our Analysis
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RiskPro®
2077 West Coast Highway Suite A Newport Beach CA 92663 United States of America Work Phone: 949-207-1044 Website: www.riskproadvisor.com
Categories: Risk Profiling Tools
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SaffronTec
Cannon Place, 78 Cannon Street, London, EC4N 6AF United Kingdom Work Phone: 0203 868 8836 Website: www.saffrontec.com
Categories: Financial Planning, Portfolio Management, Risk Profiling Tools
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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
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SecureTheFile
40 Islington High Street London, England N1 8EQ United Kingdom Work Phone: 020 3868 7494 Website: www.securethefile.com
Categories: Secure Communication Systems
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Selectapension
Selectapension House, Eridge Road, Crowborough TN6 2SL United Kingdom Work Phone: 01892 669494 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
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Sharesight
United Kingdom Website: www.sharesight.com/uk
Categories: Portfolio Monitoring
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SideDrawer
Toronto, Ontario Canada Work Phone: Customer Support: 1-855-494-4485 Work Phone: Business Development: 1-855-663-7070 Website: www.sidedrawer.com
Categories: Document Management, Fact Finding, File Sharing, Workflows
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SIFA AI
Website: www.trysifa.com AI Tools & Services: Our Analysis
Categories: AI Tools & Services, Artificial Intelligence
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SIGNiX
1110 Market St #402 Chattanooga TN 37402 United States of America Work Phone: 877-890-5350 Website: www.signix.com
Categories: E-Signature
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SIMON Markets
368 9th Avenue 16th Floor New York NY 10001 United States of America Work Phone: 877.317.4666 Website: simon.io
Categories: Investment Platform, Portfolio Analysis, Research Systems
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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
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Sinergi Management
14 Rutland Square Edinburgh EH1 2BD United Kingdom Work Phone: 01899 221 212 Website: sinergi.co.uk
Categories: Portfolio Analysis
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Skience
580 Herndon Parkway Suite 500 Herndon VA 20170 United States of America Work Phone: 866-754-3623 Website: skience.com
Categories: Client Onboarding, Client Portals, Compliance, Document Management, Workflows
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Smart Signatures
Suite 10 – Regent House Heaton Lane Stockport SK4 1BS United Kingdom Work Phone: 0161 710 3472 Website: smartsignatures.co.uk
Categories: E-Signature
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Smartr365
1 Queen Caroline St, Hammersmith, London W6 9YN United Kingdom Work Phone: 020 3111 0900 Mortgage Practice Management Systems: Our Analysis Website: www.smartr365.com
Categories: Mortgage Practice Management Systems
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SmartSearch
Mayfield House Lower Railway Rd Ilkley LS29 8FL United Kingdom Work Phone: 0113 537 9584 Website: www.smartsearch.com
Categories: Anti Money Laundering
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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
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Snap Projections
100-4310 Sherwoodtowne Blvd Mississauga ON L4Z 4C4 Canada Work Phone: 1-888-758-7977 Website: snapprojections.com
Categories: Financial Planning
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Sprint Enterprise Technology – Fastrak
68a Milton Park Oxfordshire OX14 4RQ United Kingdom Work Phone: Sales: 0333 939 8270 Work Phone: Support: 0333 242 7667 Client Portals: Our Analysis Portfolio Rebalancing: Our Analysis Website: www.sprintenterprise.co.uk
Categories: Client Portals, Portfolio Management, Portfolio Rebalancing
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SSP
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: Practice Management System
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Standard Life Elevate
Elevate PO Box 6877 Basingstoke RG24 4RT United Kingdom Work Phone: 0345 600 2399 Website: www.elevateplatform.co.uk/elevate/adviser/
Categories: Platform
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Suggestus
46 Chancery Lane London WC2A 1JE United Kingdom Website: www.suggestus.com
Categories: Investment Analysis, Portfolio Analysis, Research Systems, Risk Profiling Tools
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Summit
San Francisco, California United States of America Website: summitwealth.io
Categories: Client Portals, Client Relationship Manager, Document Management, Income Reconciliation, Portfolio Management
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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 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
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TelosTouch
Toronto, Ontario Canada Website: www.telostouch.com
Categories: Client Engagement, Client Onboarding, Client Relationship Manager
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Temenos
71 Fenchurch St, London EC3M 4TD United Kingdom Work Phone: 020 7423 3700 Website: www.temenos.com
Categories: Client Portals, Portfolio Monitoring, Trading, Wealth Management CRM
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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
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Third Financial
Tercero
Third Financial 17 Neal’s Yard, London, WC2H 9DP United Kingdom Work Phone: 020 7349 0034 Wealth Management Systems: Our Analysis Website: www.thirdfin.com
Categories: Client Portals, Client Relationship Manager, Portfolio Monitoring, Practice Management System, Wealth Management Systems
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Tiller Technologies
Tiller Technologies Limited London England SW1H 9DJ United Kingdom Work Phone: +44 (0) 330 390 4500 Website: www.tillertech.com
Categories: Anti Money Laundering, Client Identity, Client Onboarding, Portfolio Monitoring, Portfolio Rebalancing, Risk Profiling Tools
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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
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Timeline
Suite 5, First Floor, Phoenix House, Christopher Martin Road, Basildon, Essex, SS14 3EZ United Kingdom Work Phone: +44 01268 502 454 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
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TMX Logicly
Canada United Kingdom United States of America Work Phone: +1 888 873-8392 Website: www.tmx.com
Categories: Investment Analysis, Investment Platform
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Tolerisk
5000 Sagemore Drive, Suite 102, Marlton, NJ 08053 United States of America Work Phone: 856-306-8873 Risk Profiling Tools: Our Analysis Website: www.tolerisk.com
Categories: Risk Profiling Tools
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TrackerHub
Olympic Court Blackpool Lancashire FY4 5GU United Kingdom Website: trackerhub.co.uk
Categories: Lead Generation
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Trailblazer
Trailblazer Tracking Ltd, 35 Carlton Road, Worksop, S80 1PD United Kingdom RegTech Systems: Our Analysis Website: trailblazertracking.co.uk
Categories: Client Relationship Manager, RegTech Systems, Report Generation Software
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Transact
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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True Potential
Newburn House Gateway West Newburn Riverside Newcastle upon Tyne NE15 8NX United Kingdom Work Phone: 020 7823 4225 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
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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
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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 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
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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
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UnderwriteMe
The Monument Building, 11-19 Monument St, London EC3R 8AF United Kingdom Quotation Portals: Our Analysis Website: www.underwriteme.co.uk
Categories: Life Insurance/Protection, Life Insurance/Protection Product Research, Quotation Portals
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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
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Virtual Cabinet
Unit G, South Cambridgeshire Business Park Sawston, Cambridgeshire CB22 3JH United Kingdom Work Phone: 0845 166 1165 Mobile Phone: 01223 492 267 Website: www.virtualcabinet.com
Categories: Document Management, E-Signature, File Sharing
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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
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Vision Systems
2625B Yonge Street Toronto ON M4P 2J6 Canada Work Phone: 416-421-2431 Work Phone: 888-578-3247 Website: visionsystemscorp.com
Categories: Financial Planning
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VouchedFor
8 Waldegrave Road Teddington Middlesex TW11 8HT United Kingdom Work Phone: 0203 111 0580 RegTech Systems: Our Analysis Website: www.vouchedfor.co.uk
Categories: Financial Adviser Research & Review, RegTech Systems
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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 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
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Wealth Dynamix
EMEA HQ London 141 -145 Curtain Road Shoreditch, London EC2A 3AR United Kingdom Wealth Management Systems: Our Analysis Website: wealth-dynamix.com
Categories: Client Portals, Portfolio Monitoring, Wealth Management CRM, Wealth Management Systems
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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
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Wealthbox
50 Park Row West Suite 907 Providence RI 02903 United States of America Website: www.wealthbox.com
Categories: Client Relationship Manager
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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
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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
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Wealthium
35 Berkeley Square London W1J 5BF United Kingdom Work Phone: +44 (0) 203 488 0901 Website: wealthium.com
Categories: Investment Analysis, Research Systems
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Wealthscope
1 Adelaide Street East Suite 3001 Toronto ON M5C 2V9 Canada Website: www.wealthscope.ca
Categories: Client Engagement, ESG, Portfolio Analysis
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witsIFA
13 Queensway House Queensway Middlesbrough Cleveland TS3 8TF United Kingdom Website: www.witsifa.co.uk
Categories: Practice Management System
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Worksorted
182 Fullarton Rd Dulwich South Australia 5065 Australia Work Phone: +61 8 8165 0499 Website: worksorted.com
Categories: Client Relationship Manager, Practice Management System, Workflows
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Zenith One
London United Kingdom Website: www.zenith.one
Categories: Artificial Intelligence
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Zuryc Inc.
128 S. Tryon St Charlotte NC 28202 United States of America Work Phone: (336) 515-6232 Website: www.zuryc.com
Categories: Cyber & Data Security
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