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:

Wealth Practice Management

Mortgage Practice Management

Client Portals

Financial Planning/Cash Flow/Retirement Planners

Portfolio Analysis
Portfolio Rebalancing

Mortgage Sourcing

Wealth Management

Equity Release

INSIGHTS:

Marketing and Client Engagement Systems Supplier/Software: Asset-Map

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Electronic Signature & Document Processing Software/Supplier: Keylu

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

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SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Selectapension

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

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

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

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CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo

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Wealth Practice Management Systems Supplier/Software: futureform

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Marketing and Client Engagement Systems Supplier/Software: Lumiant

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