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:

Marketing & Client Engagement Systems

Client Portals

Mortgage Sourcing

INSIGHTS:

Artificial Intelligence – AI Tools & Services – Intellect AI

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Artificial Intelligence – AI Tools & Services – Unitifi

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Artificial Intelligence – AI Tools & Services – Zocks

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Artificial Intelligence – AI Tools & Services – YourStake

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Artificial Intelligence – AI Tools & Services – Yainvest

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Artificial Intelligence – AI Tools & Services – fintello

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CLIENT PORTALS SUPPLIER/SOFTWARE: Conquest Planning

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Artificial Intelligence – AI Tools & Services – Conquest Planning

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

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Mortgage Practice Management Systems – Binder

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