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HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

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OTHER PRACTICE AREAS:

Wealth Practice Management

Mortgage Practice Management

Client Portals

Personal Financial Management

Risk Profiling

Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications

Smarter Communications

INSIGHTS:

RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Risk Explorer

RESEARCH SYSTEMS - SYNAPTIC RISK EXPLORER Website www.synaptic.co.uk Phone 0800 783 4477 Email customersuccess@synaptic.co.uk KEY FUNCTIONALITY The aim of the Risk Explorer system is to link a client’s risk attitude with automatic risk profiling of investments to help...

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

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS - VOYANT ADVISERGO Website www.planwithvoyant.co.uk Phone Support: 020 8090 3601 Sales: 020 8090 3600 Email support@planwithvoyant.co.uk HIGH-LEVEL FUNCTIONALITY Income & expenditure projections Own...

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

WEALTH PRACTICE MANAGEMENT SYSTEMS - ADVICEOBJECTS Website adviceobjects.com Phone N/A Email N/A HIGH-LEVEL FUNCTIONALITY Fact Finding Own Functionality Document Storage Own Functionality Product data Offer integrations/third party Service Standard creation Own...

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

Over the next year AdviserSoftware.com will increasingly focus on how advice firms can prepare themselves to meet future challenges and opportunities. Next week we begin this process with our forum meeting on Tuesday where the agenda will be: Why did Robo Advice Fail...

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: IRESS Portfolio System

PORTFOLIO ANALYSIS SOFTWARE - IRESS PORTFOLIO SYSTEM Website www.iress.com Phone +44 (0) 345 068 3000 Email sales@iress.com HIGH-LEVEL FUNCTIONALITY Can create multiple portfolios Own Functionality Can share portfolios across users Own Functionality Can compare of...

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Iress Portfolio System

PORTFOLIO REBALANCING SOFTWARE - IRESS PORTFOLIO SYSTEM Website www.iress.com Phone +44 (0) 345 068 3000 Email sales@iress.com HIGH-LEVEL FUNCTIONALITY Investment aggregation Own Functionality Aggregation includes transaction history Offer integrations/third party...

REPORT GENERATION SUPPLIER/SOFTWARE: Selectapension – Rapid Reviewer

REPORT GENERATION SOFTWARE - SELECTAPENSION RAPID REVIEWER Website www.selectapension.com Phone Telephone: 01892 669494Support: 01892 669495Report Writing: 01892 601505 Email info@selectapension.com HIGH-LEVEL FUNCTIONALITY Ability to create reports for different...

REGTECH SUPPLIER/SOFTWARE: Visible Capital

REGTECH SYSTEMS - VISIBLE CAPITAL Website www.visiblecapital.io Phone N/A Email N/A KEY FUNCTIONALITY Visible Capital has a portfolio of wealth management products that allow advisers to take advantage of Open Finance capabilities such as Open Banking. The primary use...

Something for everybody, updates on eight fascinating technology propositions

My summary today comprises all the content we have shared via AdviserSoftware.com over the last two weeks.  This starts with a look at two propositions in an area I now see as the most important part of an adviser’s technology, their client facing service....

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Morningstar Advisor Workstation

PORTFOLIO ANALYSIS SOFTWARE - MORNINGSTAR ADVISOR WORKSTATION Website www.morningstar.com Phone N/A Email N/A HIGH-LEVEL FUNCTIONALITY Can create multiple portfolios Own Functionality Can share portfolios across users Own Functionality Can compare of existing and...

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