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The Ammonite platform provides a tool for advisers to reach their audience through online/remote (hybrid) guidance & advice, offering KYC, Financial Health Check and Goals Setting – leading to a Financial Health Check report (guidance) and Suitability report (advice).

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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

This content is restricted to organisations that participate in our wider services – if you would like to learn how you can get access to this please contact AdviserSoftware.com on 020 3740 0000 or [email protected].

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request

 

OTHER PRACTICE AREAS:

INSIGHTS:

CLIENT PORTALS SUPPLIER/SOFTWARE: Finova

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MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA

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Artificial Intelligence – AI Tools & Services – Paradino

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CLIENT PORTALS SUPPLIER/SOFTWARE: Iress Xplan

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Adviser Tech & AI – Everyone You Need to Know

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS Xplan

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Artificial Intelligence – AI Tools & Services – intelliflo IQ

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REGTECH SUPPLIER/SOFTWARE: BAT Software

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Artificial Intelligence – AI Tools & Services – Aveni Assist

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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: LOGDIN

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Report Generation
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