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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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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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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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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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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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ifaDASH
United Kingdom Business Performance & Operational Management: Our Analysis Website: www.ifadash.com
Categories: Business Performance & Operational Management, RegTech Systems
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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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Income Conductor
United States of America Mobile Phone: 8609693672 Website: https://incomeconductor.com/
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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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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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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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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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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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IntelliTeq
Website: www.intelliteq.co.uk
Categories: Client Engagement, Client Relationship Manager
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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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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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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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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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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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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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