HIGH-LEVEL FUNCTIONALITY

This content is restricted

Please contact us here to gain access

info@ftrc.co.uk

KEY FUNCTIONALITY

This content is restricted

Please contact us here to gain access

info@ftrc.co.uk

NUMBER OF FIRMS, USERS & KEY ACCOUNTS

This content is restricted

Please contact us here to gain access

info@ftrc.co.uk

OTHER PRACTICE AREAS:

Client Portals

INSIGHTS:

CLIENT PORTALS SUPPLIER/SOFTWARE: Finova

Read More

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA

Read More

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: FINOVA LITE

Read More

CLIENT PORTALS SUPPLIER/SOFTWARE: Benchmark Capital – Wealth Platform

Read More

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

Read More

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceBridge

Read More

CLIENT PORTALS SUPPLIER/SOFTWARE: FinCalc

Read More

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

Read More

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: FE FUNDINFO – FE ANALYTICS

Read More

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Portfolio Cloud

Read More
Wealth Practice Management Systems
Advice Tech Hub Home