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:

CLIENT PORTALS SUPPLIER/SOFTWARE: plannr

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: plannr

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REGTECH SUPPLIER/SOFTWARE: Elevation by VouchedFor

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RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: ProtectionGuruPro

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CLIENT PORTALS SUPPLIER/SOFTWARE: Finova

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MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA

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MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA LITE

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CLIENT PORTALS SUPPLIER/SOFTWARE: Benchmark Capital – Wealth Platform

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CREATIVE TECHNOLOGIES – ENABLE

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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Oxford Risk – Suitability Compass

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Portfolio Rebalancing
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