PFM SYSTEMS SUPPLIER/SOFTWARE: True Potential vNext Client Site 21st September 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: True Potential One 21st September 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Figlo 20th September 2021 | Adviser Software Systems |
Some light weekend reading on Industry Technology, Protection and Workplace Benefits 17th September 2021 | Weekly Roundups |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: FE Fundinfo – FE Analytics 17th September 2021 | Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS Xplan 16th September 2021 | Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: True Potential Client Site 14th September 2021 | Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: TRUE POTENTIAL VNEXT 14th September 2021 | Adviser Software Systems |
Protected: Advice Tech Hub – League Table September 2021 13th September 2021 | Adviser Software Systems |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Third Financial Software – Tercero 13th September 2021 | Adviser Software Systems |
Helping advisers prepare their businesses for the future and catching up on our analysis from last week 10th September 2021 | Weekly Roundups |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Fintegrate 9th September 2021 | Adviser Software Systems |
RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Quotehaven (Codepotato) 8th September 2021 | Adviser Software Systems |
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: FILEHAVEN 6th September 2021 | Adviser Software Systems |
How facial recognition may transform risk profiling and what can we learn from Dead Happy 3rd September 2021 | Weekly Roundups |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Advantra 1st September 2021 | Adviser Software Systems |
Protected: FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: i4C (TEST) 26th August 2021 | Uncategorised |
Protected: CLIENT PORTALS SUPPLIER/SOFTWARE: INTELLIFLO PERSONAL FINANCE PORTAL (TEST) 26th August 2021 | Uncategorised |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Tolerisk® 25th August 2021 | Adviser Software Systems, Risk Profiling |
Protected: WEALTH PRACTICE MANAGEMENT SYSTEMS – INTELLIFLO OFFICE (TEST) 24th August 2021 | Uncategorised |
Will emerging vaccines for HIV and cancer transform the savings industry, plus the rest of the week on AdviserSoftware.com and our other sites 20th August 2021 | Weekly Roundups |
EQUITY RELEASE SYSTEMS SUPPLIER/SOFTWARE: Iress The Exchange 19th August 2021 | Adviser Software Systems |
EQUITY RELEASE SYSTEMS SUPPLIER/SOFTWARE: iPipeline Assureweb 19th August 2021 | Adviser Software Systems |
EQUITY RELEASE SYSTEMS SUPPLIER/SOFTWARE: Focus: Now Advise 19th August 2021 | Adviser Software Systems |
EQUITY RELEASE SYSTEMS SUPPLIER/SOFTWARE: Answers In Retirement (AIR) Sourcing 19th August 2021 | Adviser Software Systems |
REPORT GENERATION SUPPLIER/SOFTWARE: Selectapension – Rapid Reviewer 18th August 2021 | Adviser Software Systems |
RegTech SUPPLIER/SOFTWARE: Engage Insight – Model Office 18th August 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FinCalc 18th August 2021 | Adviser Software Systems |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Iress Xplan (Private Wealth Management) 17th August 2021 | Adviser Software Systems |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Iress Viewpoint 17th August 2021 | Adviser Software Systems |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Iress Proquote 17th August 2021 | Adviser Software Systems |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Wealth Dynamix 17th August 2021 | Adviser Software Systems |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: InvestCloud 17th August 2021 | Adviser Software Systems |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Focus: Wealth 17th August 2021 | Adviser Software Systems |
WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Flying Boat 17th August 2021 | Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Finametrica 16th August 2021 | Adviser Software Systems |
A summary of our AdviceTech analysis this week and other FTRC activity 13th August 2021 | Weekly Roundups |
MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: MortgageBrain Anywhere 12th August 2021 | Adviser Software Systems |
MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: MORTGAGEBRAIN CLASSIC 12th August 2021 | Adviser Software Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: MORTGAGEBRAIN – THE KEY 12th August 2021 | Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: MortgageBrain The Key 12th August 2021 | Adviser Software Systems |
Creating a Digital Industry: May Investment Forum Part 2 11th August 2021 | Client Onboarding & Fact Finds, Events, Integrations, Investment, Investment Forum, Mortgage, Platforms, Protection, Virtual Meetings |
Staying Digital: May Investment Forum Part 1 11th August 2021 | Client Onboarding & Fact Finds, Events, Integrations, Investment, Investment Forum, Mortgage, Platforms, Protection, Virtual Meetings |
Automated Suitability Reports: June Investment Forum Part 1 11th August 2021 | Investment Forum, Report Generation Software |
CLIENT PORTALS SUPPLIER/SOFTWARE: Digital Wealth Solutions 10th August 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: PortfolioMetrix – Wealth Explorer™ 9th August 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Timeline 6th August 2021 | Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Timeline 6th August 2021 | Adviser Software Systems, Risk Profiling |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: i4C 5th August 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Voyant AdviserGo 4th August 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Voyant Adviser 4th August 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Voyant – Blocks 4th August 2021 | Adviser Software Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Oxford Risk – Suitability Compass 3rd August 2021 | Adviser Software Systems, Risk Profiling |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Dynamic Planner 2nd August 2021 | Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: DYNAMIC PLANNER 2nd August 2021 | Adviser Software Systems, Client Portals |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Dynamic Planner 2nd August 2021 | Adviser Software Systems, Risk Profiling |
Big news for Iress users and a week of looking at outstanding adviser tech propositions 30th July 2021 | Weekly Roundups |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Pocket Risk 30th July 2021 | Adviser Software Systems, Risk Profiling |
CLIENT PORTALS SUPPLIER/SOFTWARE: 360 DOTNET 29th July 2021 | Adviser Software Systems, Client Portals |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: 360 DOTNET 29th July 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: 7IM 7Imagine 28th July 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Morningstar Advisor Workstation 27th July 2021 | Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: Morningstar Web Portal 27th July 2021 | Adviser Software Systems, Client Portals |
PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Morningstar Advisor Workstation 27th July 2021 | Adviser Software Systems, Portfolio Rebalancing |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Morningstar Model Marketplace 27th July 2021 | Adviser Software Systems, Portfolio Analysis |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Morningstar Advisor Workstation 27th July 2021 | Adviser Software Systems, Portfolio Analysis |
SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Selectapension 26th July 2021 | Adviser Software Systems, Switching Analysis |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Selectapension Retirement Income Strategies 26th July 2021 | Adviser Software Systems |
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Unipass Mailock 23rd July 2021 | Adviser Software Systems |
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Qwil Messenger 23rd July 2021 | Adviser Software Systems |
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: ProtonMail 23rd July 2021 | Adviser Software Systems |
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: MYWEALTHCLOUD – The Document Portal 23rd July 2021 | Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: CashCalc 23rd July 2021 | Adviser Software Systems, Client Portals |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: CashCalc 23rd July 2021 | Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Digital Wealth Systems 22nd July 2021 | Adviser Software Systems, Wealth Practice Management Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: Digital Wealth Systems 22nd July 2021 | Adviser Software Systems, Client Portals |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Ortec Finance – Opal 21st July 2021 | Adviser Software Systems, Risk Profiling |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Ortec Finance – OPAL 21st July 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Iress O&M Profiler ESP 20th July 2021 | Adviser Software Systems |
RESEARCH SYSTEMS SUPPLIER/SOFTWARE: Iress O&M Profiler ESP 20th July 2021 | Adviser Software Systems, Research Systems |
SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Iress O&M Profiler ESP 20th July 2021 | Adviser Software Systems, Switching Analysis |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Defaqto Engage 19th July 2021 | Adviser Software Systems |
RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage 19th July 2021 | Adviser Software Systems, Research Systems |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage 19th July 2021 | Adviser Software Systems, Risk Profiling |
SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Defaqto Engage 19th July 2021 | Adviser Software Systems, Switching Analysis |
PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage 19th July 2021 | Adviser Software Systems, Portfolio Rebalancing |
Protected: Have Videosign found a possible solution to verifying clients remotely? 16th July 2021 | Client Onboarding & Fact Finds, Cyber Security, Smart Systems, System Review, Virtual Meetings |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Clever Adviser Model Portfolio Service 16th July 2021 | Adviser Software Systems, Portfolio Analysis |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Clever Adviser 16th July 2021 | Adviser Software Systems, Portfolio Analysis |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Adviser Cloud 15th July 2021 | Adviser Software Systems, Wealth Practice Management Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: Adviser Cloud 15th July 2021 | Adviser Software Systems, Client Portals |
PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Sprint Enterprise Solutions Fastrak 14th July 2021 | Adviser Software Systems, Portfolio Rebalancing |
CLIENT PORTALS SUPPLIER/SOFTWARE: Sprint Enterprise Solutions – Fastrak 14th July 2021 | Adviser Software Systems, Client Portals |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Prestwood Truth 13th July 2021 | Adviser Software Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects 12th July 2021 | Adviser Software Systems, Wealth Practice Management Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: AdviceObjects 12th July 2021 | Adviser Software Systems |
CLIENT PORTALS SUPPLIER/SOFTWARE: AdviceObjects 12th July 2021 | Adviser Software Systems, Client Portals |
SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: Micro Focus – Voltage 1st July 2021 | Adviser Software Systems |
The tool aiming to streamline financial planning processes 29th June 2021 | Cash Flow Modelling, Financial Planning, Insights, Portfolio Analysis, Retirement Planners, Risk Profiling, System Review |
Consumers and ESG: April Investment Forum Part 3 24th June 2021 | April 2021, ESG, Investment Forum |
Putting ESG Solutions into Practice: April Investment Forum Part 2 24th June 2021 | April 2021, ESG, Investment Forum |
How InvestSuite are using algorithms to make reports clearer 14th June 2021 | Artificial Intelligence, Insights, Investment, Report Generation Software, Smart Systems, System Review |
MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Twenty7Tec APPLY 10th June 2021 | Adviser Software Systems, Mortgage Sourcing Systems |
MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Twenty7Tec SOURCE 10th June 2021 | Adviser Software Systems, Mortgage Sourcing Systems |
MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Iress Xplan Mortgage 8th June 2021 | Adviser Software Systems |
MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Iress Trigold 8th June 2021 | Adviser Software Systems, Mortgage Sourcing Systems |
RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Product & Fund 8th June 2021 | Adviser Software Systems, Research Systems |
RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: FTRC Quality Analyser 8th June 2021 | Adviser Software Systems, Research Systems |
RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: CIExpert 8th June 2021 | Adviser Software Systems, Research Systems |
QUOTATION PORTALS SUPPLIER/SOFTWARE: UnderwriteMe 8th June 2021 | Adviser Software Systems, Quotation Portals |
QUOTATION PORTALS SUPPLIER/SOFTWARE: Synaptic Webline 8th June 2021 | Adviser Software Systems, Quotation Portals |
QUOTATION PORTALS SUPPLIER/SOFTWARE: Synaptic Cover Me Now 8th June 2021 | Adviser Software Systems, Quotation Portals |
QUOTATION PORTALS SUPPLIER/SOFTWARE: IRESS The Exchange 8th June 2021 | Adviser Software Systems, Quotation Portals |
QUOTATION PORTALS SUPPLIER/SOFTWARE: iPipeline SolutionBuilder 4th June 2021 | Adviser Software Systems, Quotation Portals |
QUOTATION PORTALS SUPPLIER/SOFTWARE: Hub Financial Solutions Prime 1 4th June 2021 | Adviser Software Systems, Quotation Portals |
QUOTATION PORTALS SUPPLIER/SOFTWARE: Direct Life & Pensions Life Quote 4th June 2021 | Adviser Software Systems, Quotation Portals |
SWITCHING ANALYSIS SUPPLIER/SOFTWARE: Synaptic Comparator 3rd June 2021 | Adviser Software Systems, Switching Analysis |
PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Time4Advice Portfolio Manager 3rd June 2021 | Adviser Software Systems, Portfolio Rebalancing |
PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Iress Portfolio System 3rd June 2021 | Adviser Software Systems, Portfolio Rebalancing |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: SimplyBiz Centra 2nd June 2021 | Adviser Software Systems, Portfolio Analysis |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: IRESS Portfolio System 2nd June 2021 | Adviser Software Systems, Portfolio Analysis |
PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Intelliflo Integrated Model Portfolio Service (iMPS) 1st June 2021 | Adviser Software Systems, Portfolio Analysis |
Adapting to ESG Regulation: April Investment Forum Part 1 27th May 2021 | April 2021, ESG, Investment Forum |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Synaptic Analyser 19th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: SimplyBiz Centra 19th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Planlab 19th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: IRESS XTOOLS Engage 19th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: IRESS XTOOLS (Cashflow) 19th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: InterGen Data 19th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Focus Now:Plan 18th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FE Fundinfo FE Analytics 18th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: EValue Pension Freedom Planner 18th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: EValue Life Planner 18th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Bucket Bliss 18th May 2021 | Adviser Software Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Moneyscope 17th May 2021 | Adviser Software Systems |
Secure Communication Systems 14th May 2021 | Adviser Software Systems, Secure Communication Systems |
How the OPAL Planning tool helps achieve client goals 28th April 2021 | Cash Flow Modelling, Insights, Portfolio Analysis, Portfolio Rebalancing, Retirement Planners, Risk Profiling, System Review |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Advicefront 21st April 2021 | Adviser Software Systems |
APIs and Integration Hubs: Highlights from the February Investment Forum Part 2 20th April 2021 | February 2021, Integrations, Investment Forum |
How Do We Get Systems to Talk to Each Other? Highlights from the February Investment Forum Part 1 20th April 2021 | February 2021, Integrations, Investment Forum |
Protected: CASH FLOW MODELLING – INFLUENCE ON PRODUCT/FUND SELECTION 16th April 2021 | Adviser Software Systems, Cash Flow Modelling |
Protected: CASH FLOW MODELLING – HOW THEY ADD VALUE? 16th April 2021 | Adviser Software Systems, Cash Flow Modelling |
Protected: Retirement Planners – HYGIENE FACTORS 16th April 2021 | Adviser Software Systems, Retirement Planners |
Protected: CASH FLOW MODELLING – HYGIENE FACTORS 16th April 2021 | Adviser Software Systems, Cash Flow Modelling |
Protected: FINANCIAL PLANNING/CASH FLOW MODELLING/RETIREMENT PLANNERS – FUNCTIONAILITY COMPARISON 16th April 2021 | Adviser Software Systems, Cash Flow Modelling, Financial Planning, Retirement Planners |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Modeller 15th April 2021 | Adviser Software Systems, Risk Profiling |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: SimplyBiz Centra 15th April 2021 | Adviser Software Systems, Risk Profiling |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Moody’s 15th April 2021 | Adviser Software Systems, Risk Profiling |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Focus Now:Plan 15th April 2021 | Adviser Software Systems, Risk Profiling |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: EVALUE 15th April 2021 | Adviser Software Systems, Risk Profiling |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Be-IQ 13th April 2021 | Adviser Software Systems, Risk Profiling |
RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: A2Risk 13th April 2021 | Adviser Software Systems, Risk Profiling |
Protected: RISK PROFILING/RISK PROFILING SUITABILITY TOOLS – INFLUENCE ON PRODUCT/FUND SELECTION 13th April 2021 | Adviser Software Systems, Risk Profiling |
Protected: RISK PROFILING/RISK PROFILING SUITABILITY TOOLS – HOW THEY ADD VALUE? 13th April 2021 | Adviser Software Systems, Risk Profiling |
Protected: RISK PROFILING/RISK PROFILING SUITABILITY TOOLS – HYGIENE FACTORS 13th April 2021 | Adviser Software Systems, Risk Profiling |
Protected: RISK PROFILING/RISK PROFILING SUITABILITY TOOLS – FUNCTIONALITY COMPARISON 13th April 2021 | Adviser Software Systems, Risk Profiling |
Risk Profiling/Risk Profiling Suitability Tools 13th April 2021 | Adviser Software Systems, Risk Profiling |
PFM SYSTEMS SUPPLIER/SOFTWARE: myprosperity 13th April 2021 | Adviser Software Systems, Personal Financial Management |
PFM SYSTEMS SUPPLIER/SOFTWARE: moneyinfo 13th April 2021 | Adviser Software Systems, Personal Financial Management |
PFM SYSTEMS SUPPLIER/SOFTWARE: intelliflo personal finance portal 2 13th April 2021 | Adviser Software Systems, Personal Financial Management |
PFM SYSTEMS SUPPLIER/SOFTWARE: Creative Technologies – Enable 13th April 2021 | Adviser Software Systems, Personal Financial Management |
Personal Financial Management 13th April 2021 | Adviser Software Systems, Personal Financial Management |
Protected: PERSONAL FINANCIAL MANAGEMENT – FUNCTIONAILITY COMPARISON 9th April 2021 | Adviser Software Systems, Personal Financial Management |
Protected: Personal Financial Management – HOW THEY ADD VALUE? 9th April 2021 | Adviser Software Systems, Personal Financial Management |
Protected: Personal Financial Management – HYGIENE FACTORS 9th April 2021 | Adviser Software Systems, Personal Financial Management |
CLIENT PORTALS SUPPLIER/SOFTWARE: PRAEMIUM (PLUM SOFTWARE INVESTOR PORTAL) 24th March 2021 | Adviser Software Systems, Client Portals |
CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo 24th March 2021 | Adviser Software Systems, Client Portals |
CLIENT PORTALS SUPPLIER/SOFTWARE: Iress Xplan 23rd March 2021 | Adviser Software Systems, Client Portals |
CLIENT PORTALS SUPPLIER/SOFTWARE: INTELLIFLO PERSONAL FINANCE PORTAL 22nd March 2021 | Adviser Software Systems, Client Portals |
CLIENT PORTALS SUPPLIER/SOFTWARE: FOCUS: WEALTH 22nd March 2021 | Adviser Software Systems, Client Portals |
CLIENT PORTAL SUPPLIER/SOFTWARE: FOCUS: Digital 22nd March 2021 | Adviser Software Systems, Client Portals |
Client Portal SUPPLIER/SOFTWARE: FOCUS NOW:SHARE 22nd March 2021 | Adviser Software Systems, Client Portals |
CLIENT PORTALS SUPPLIER/SOFTWARE: FOCUS NOW:ADVISE 22nd March 2021 | Adviser Software Systems, Client Portals |
Protected: Client Portals – How they add value? 22nd March 2021 | Adviser Software Systems, Client Portals |
Protected: Client Portals – Hygiene Factors 22nd March 2021 | Adviser Software Systems, Client Portals |
Protected: CLIENT PORTALS – SYSTEMS AND FUNCTIONAILITY 22nd March 2021 | Adviser Software Systems, Client Portals |
The end-to-end platform aiming to help advisers recommend, process and review 19th March 2021 | Client Portals, Insights, Platforms, System Review, Wealth Practice Management Systems |
Planning for the Future: Highlights from the January Investment Forum Part 2 4th March 2021 | Events, Investment Forum, January 2021, Risk Profiling |
Supporting Clients with Risk Profiling: Highlights from the January Investment Forum Part 1 3rd March 2021 | Events, Investment Forum, January 2021, Risk Profiling |
Protected: MORTGAGE PRACTICE MANAGEMENT SYSTEMS – How they add value? 3rd March 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
Protected: MORTGAGE PRACTICE MANAGEMENT SYSTEMS – HYGIENE FACTORS 3rd March 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
Protected: MORTGAGE PRACTICE MANAGEMENT SYSTEMS – FUNCTIONALITY COMPARISON 2nd March 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: SMARTR365 2nd March 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS XPLAN MORTGAGE 2nd March 2021 | Adviser Software Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: ONE MORTGAGE SYSTEM 2nd March 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: EKEEPER – EKEEPER LITE 2nd March 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: EKEEPER – MORTGAGE KEEPER 2nd March 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE 2nd March 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: MortgageStream 2nd March 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
Mortgage Practice Management Systems 2nd March 2021 | Adviser Software Systems, Mortgage Practice Management Systems |
Protected: WEALTH PRACTICE MANAGEMENT SYSTEMS – INFLUENCE ON PRODUCT/FUND SELECTION 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
Protected: Wealth Practice Management Systems – How they add value? 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
Protected: Wealth Practice Management Systems – Hygiene factors 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
Protected: WEALTH PRACTICE MANAGEMENT SYSTEMS – FUNCTIONALITY COMPARISON 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Focus – 360 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FOCUS NOW:ADVISE 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Praemium WEALTHCRAFT 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PRACTIFI 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PLUM SOFTWARE (PRAEMIUM) 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: HOURGLASS – TIPS 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: TIME4ADVICE CURO 2nd March 2021 | Adviser Software Systems, Wealth Practice Management Systems |
Digital Fact-Finds and Beyond: Highlights from the December Investment Forum Part 4 23rd February 2021 | Client Onboarding & Fact Finds, December 2020, Events, Investment Forum |
How Technology Supports Clients: Highlights from the December Investment Forum Part 3 23rd February 2021 | Client Onboarding & Fact Finds, December 2020, Events, Investment Forum |
The Limits of Digital Fact-Finds: Highlights from the December Investment Forum Part 2 23rd February 2021 | Client Onboarding & Fact Finds, December 2020, Events, Investment Forum |
Using Digital Fact Finds: Highlights from the December Investment Forum Part 1 23rd February 2021 | Client Onboarding & Fact Finds, December 2020, Events, Investment Forum |
Protected: CASHFLOW PLANNER REVIEW – A LOOK AT DYNAMIC PLANNER’S NEW MODULE 22nd February 2021 | Cash Flow Modelling, Dynamic Planner |
Have 7IM just delivered the best financial planning software user experience ever? 12th February 2021 | Cash Flow Modelling, Insights, Platforms, Retirement Planners, System Review |
ECOSYSTEMS – PORTFOLIO REBALANCING 5th February 2021 | Ecosystems, Investment, Portfolio Rebalancing |
ECOSYSTEMS – LEAD GENERATION TRACKERS 27th January 2021 | Ecosystems, Investment, Mortgage, Protection |
ECOSYSTEMS – RESEARCH SYSTEMS 20th January 2021 | Ecosystems, Mortgage, Protection, Research Systems |
ECOSYSTEMS – EQUITY RELEASE SYSTEMS 20th January 2021 | Ecosystems, Equity Release Systems, Mortgage |
ECOSYSTEMS – MORTGAGE SOURCING SYSTEMS 20th January 2021 | Ecosystems, Mortgage, Mortgage Sourcing Systems |
FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS 18th January 2021 | Adviser Software Systems, Cash Flow Modelling, Financial Planning, Retirement Planners |
ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS 1st January 2021 | Ecosystems, Investment, Mortgage, Mortgage Practice Management Systems, Wealth Practice Management Systems |
7IM’s new and improved website 17th December 2020 | Insights, Investment, Pension, Platforms, System Review |
Are there better virtual meeting solutions than Teams and Zoom? 10th December 2020 | Insights, System Review, Virtual Meetings |
‘Identif-eye’ Your Client’s Feelings: Reading Behind the Mask 8th December 2020 | Artificial Intelligence |
Everything You Need to Know About the STAR Initiative: Part 2 1st December 2020 | Events, Investment Forum, November 2020, Platforms |
Everything You Need to Know About the STAR Initiative: Part 1 1st December 2020 | Events, Investment Forum, November 2020, Platforms |
Major platform integration enhancements and adopting leading edge Amazon technology – the detailed news from #CTG2020 4th November 2020 | Change the Game, Client Portals, Events, Insights, Integrations, intelliflo, Mortgage Practice Management Systems, Open Banking, Personal Financial Management, System Review, Wealth Practice Management Systems |
How Advisers Can Take Advantage of Open Finance: Highlights from the October Investment Forum Part 4 29th October 2020 | Events, Investment Forum, October 2020, Open Banking |
Developments in Open Finance: Highlights from the October Investment Forum Part 3 29th October 2020 | Events, Investment Forum, October 2020, Open Banking |
Advantages of Open Banking: Highlights from the October Investment Forum Part 2 28th October 2020 | Events, Investment Forum, October 2020, Open Banking |
ECOSYSTEMS – SWITCHING ANALYSIS SYSTEM 23rd October 2020 | Ecosystems, Investment, Switching Analysis |
How Open Banking is Changing Wealth Management: Highlights from the October Investment Forum Part 1 22nd October 2020 | Events, Investment Forum, October 2020, Open Banking |
WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CREATIVE TECHNOLOGIES – ENABLE 15th October 2020 | Adviser Software Systems, Wealth Practice Management Systems |
Intelliflo’s move into Open Banking 23rd September 2020 | Insights, intelliflo, Mortgage Practice Management Systems, Open Banking, System Review, Wealth Practice Management Systems |
Advisers’ Questions About ESG Answered by Industry Experts 23rd September 2020 | ESG, Events, Investment Forum, September 2020 |
ESG Experts Explain: How Advisers Can Prepare for Coming Regulation Changes 23rd September 2020 | ESG, Events, Investment Forum, September 2020 |
ESG Experts Explain: Helping Clients Understand ESG 23rd September 2020 | ESG, Events, Investment Forum, September 2020 |
ESG Experts Explain: How ESG is Changing 23rd September 2020 | ESG, Events, Investment Forum, September 2020 |
ESG Experts Explain: What Advisers Need To Know About ESG 23rd September 2020 | ESG, Events, Investment Forum, September 2020 |
Using the integration between Intelligent Office & FE Analytics 14th September 2020 | Integrations, Investment, Pension, System Review |
How many software systems does it take to service your clients? 14th September 2020 | Cash Flow Modelling, Financial Planning, Insights, Retirement Planners, System Review, Wealth Practice Management Systems |
