HIGH-LEVEL FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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Protected: REGTECH SUPPLIER/SOFTWARE: BATsoftware

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Big news for Iress users and a week of looking at outstanding adviser tech propositions

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc

Protected: REPORT GENERATION SUPPLIER/SOFTWARE: Genovo

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A week in Adviser Technology looking at systems old and new

Ian McKenna’s “Advice Tech Highlights”

Protected: Have Videosign found a possible solution to verifying clients remotely?

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The tool aiming to streamline financial planning processes

Protected: WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Fintegrate

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: AdviceObjects

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