RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Oxford Risk – Suitability Compass - Adviser Software

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:

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INSIGHTS:

Electronic Signature & Document Processing Software/Supplier: Keylu

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

SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Selectapension

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Selectapension Cashflow

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

CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo

Wealth Practice Management Systems Supplier/Software: futureform

Marketing and Client Engagement Systems Supplier/Software: Lumiant

REGTECH SUPPLIER/SOFTWARE: BATsoftware

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Portfolio Cloud

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