Report Generation
Advice Tech Hub Home

Confidante is a reporting and data management system that helps advisers work with multi-platform arrangements and complex ownership structures. It collects and organises investment data from selected platforms and data feeds then presents this within a consistent structure to support analysis and reporting.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

Login or Register

HIGH-LEVEL FUNCTIONALITY

This content is restricted

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 Engagement Tool: Yavia

Read More

research-systems-supplier-software-dynamic-planner/

Read More

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Qwil Messenger

Read More

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: RQ

Read More

Artificial Intelligence – AI Tools & Services – AdvisoryAI

Read More

Marketing Systems Supplier/Software: Keychain

Read More

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Legado

Read More

Artificial Intelligence – AI Tools & Services – Dynamic Planner

Read More

RESEARCH SYSTEMS SUPPLIER/SOFTWARE: Iress O&M Profiler ESP

Read More

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: IRESS XTOOLS (Cashflow)

Read More
Report Generation
Advice Tech Hub Home