HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Financial Planning/Cash Flow/Retirement Planners
Portfolio Analysis

INSIGHTS:

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

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Business Performance & Operational Management Supplier/Software: FP Alpha

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Marketing Systems Supplier/Software: Couplr

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Concenter Services – XLR8

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Business Performance & Operational Management Supplier/Software: Catalyst

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PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: GreenGrowth

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Marketing and Client Engagement Systems Supplier/Software: Twenty7Tec Communicate

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Electronic Signature & Document Processing Supplier/Software: Origo – Unipass Letter of Authority

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: DATAVIEWWEALTH

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Electronic Signature & Document Processing Supplier/Software: Umlaut – Advisor Forms

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Portfolio Rebalancing
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