HIGH-LEVEL FUNCTIONALITY

This content is restricted

Please contact us here to gain access

info@ftrc.co.uk

KEY FUNCTIONALITY

This content is restricted

Please contact us here to gain access

info@ftrc.co.uk

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

This content is restricted

Please contact us here to gain access

info@ftrc.co.uk

OTHER PRACTICE AREAS:

Wealth Practice Management

Client Portals

Financial Planning/Cash Flow/Retirement Planners

Portfolio Analysis

Portfolio Rebalancing

Quotation Portals

Mortgage Sourcing

Wealth Management

Equity Release

INSIGHTS:

Protected: REGTECH SUPPLIER/SOFTWARE: BATsoftware

… ...Continue

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

… ...Continue

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?

… ...Continue

The tool aiming to streamline financial planning processes

Protected: WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Fintegrate

… ...Continue

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

Back

Advice Tech Hub

User Details

Ecosystems

Highlights from:

We use cookies to track usage of our website using Google Analytics. Click here to opt-out.