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

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

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

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: IRESS Portfolio System

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Iress Portfolio System

REPORT GENERATION SUPPLIER/SOFTWARE: Selectapension – Rapid Reviewer

REGTECH SUPPLIER/SOFTWARE: Visible Capital

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

Something for everybody, updates on eight fascinating technology propositions

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Morningstar Advisor Workstation

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