Research Systems Systems Supplier/Software: Synaptic Product & Fund - Adviser Software

KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Risk Profiling

Financial Planning/Cash Flow/Retirement Planners

Switching Analysis

Quotation Portals

INSIGHTS:

ELECTRONIC SIGNATURE & DOCUMENT PROCESSING – KINHERIT

REGTECH SUPPLIER/SOFTWARE: Click2Check

MARKETING SYSTEMS – FEEDSY

REGTECH SUPPLIER/SOFTWARE: Aveni

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Akoni Hub

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Sprint Enterprise Solutions Fastrak

CLIENT PORTALS SUPPLIER/SOFTWARE: Sprint Enterprise Solutions – Fastrak

CLIENT PORTALS SUPPLIER/SOFTWARE: CashCalc

Business Performance & Operational Management Supplier/Software: ifaDASH

Business performance and operational management

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