KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

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INSIGHTS:

PFM SYSTEMS SUPPLIER/SOFTWARE: True Potential vNext Client Site

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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: True Potential One

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RegTech SUPPLIER/SOFTWARE: Money Alive

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

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Some light weekend reading on Industry Technology, Protection and Workplace Benefits

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PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: FE Fundinfo – FE Analytics

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS Xplan

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SMART SYSTEMS SUPPLIER/SOFTWARE: Visyond

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CLIENT PORTALS SUPPLIER/SOFTWARE: True Potential Client Site

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: TRUE POTENTIAL VNEXT

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