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

Mortgage Practice Management

Client Portals

Financial Planning/Cash Flow/Retirement Planners

Portfolio Analysis

Portfolio Rebalancing

Quotation Portals

Wealth Management

Equity Release

INSIGHTS:

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

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

How to build an advice firm that can maximise the opportunities of the next decade

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: IRESS Portfolio System

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Iress Portfolio System

REPORT GENERATION SUPPLIER/SOFTWARE: Selectapension – Rapid Reviewer

REGTECH SUPPLIER/SOFTWARE: Visible Capital

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage

Something for everybody, updates on eight fascinating technology propositions

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Morningstar Advisor Workstation

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.