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:

Client Portals

INSIGHTS:

ELECTRONIC SIGNATURE & DOCUMENT PROCESSING – KINHERIT

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REGTECH SUPPLIER/SOFTWARE: Click2Check

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MARKETING SYSTEMS – FEEDSY

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REGTECH SUPPLIER/SOFTWARE: Aveni

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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Akoni Hub

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CLIENT PORTALS SUPPLIER/SOFTWARE: Sprint Enterprise Solutions – Fastrak

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CLIENT PORTALS SUPPLIER/SOFTWARE: CashCalc

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Business Performance & Operational Management Supplier/Software: ifaDASH

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Business performance and operational management

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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: JustFA

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Portfolio Rebalancing
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