RegTech SUPPLIER/SOFTWARE: Engage Insight - Model Office - Adviser Software

KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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INSIGHTS:

Wealth Practice Management Systems Supplier/Software: futureform

Marketing and Client Engagement Systems Supplier/Software: Lumiant

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

REGTECH SUPPLIER/SOFTWARE: BATsoftware

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Portfolio Cloud

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: PortfolioCloud

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

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

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

QUOTATION PORTALS SUPPLIER/SOFTWARE: Synaptic Webline

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