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:

Portfolio Analysis

INSIGHTS:

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

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REGTECH SUPPLIER/SOFTWARE: BATsoftware

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PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: PortfolioCloud

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

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Ortec Finance – OPAL

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

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QUOTATION PORTALS SUPPLIER/SOFTWARE: Synaptic Webline

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CLIENT PORTALS SUPPLIER/SOFTWARE: AdviceObjects

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Selectapension

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Portfolio Rebalancing
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