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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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INSIGHTS:

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

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

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How to build an advice firm that can maximise the opportunities of the next decade

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PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: IRESS Portfolio System

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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Iress Portfolio System

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REPORT GENERATION SUPPLIER/SOFTWARE: Selectapension – Rapid Reviewer

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REGTECH SUPPLIER/SOFTWARE: Visible Capital

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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage

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Something for everybody, updates on eight fascinating technology propositions

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PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Morningstar Advisor Workstation

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