Wealth Mgmt Systems
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Focus:wealth is a web-based wealth management solution accessible via a computer, tablet or mobile that provides a client facing, holistic view of their financial planning as well as fully function wealth management system.

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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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INSIGHTS:

Adviser Tech & AI – Everyone You Need to Know

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CREATIVE TECHNOLOGIES – ENABLE

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CLIENT PORTALS SUPPLIER/SOFTWARE: Benchmark Capital – Wealth Platform

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Business Performance & Operational Management Supplier/Software: The Pension Lab

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

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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: EVPro Risk

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CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

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Wealth Practice Management Systems Supplier/Software: futureform

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

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Artificial Intelligence – AI Tools & Services – Paradino

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Wealth Mgmt Systems
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