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:

Mortgage Practice Management

Client Portals

Financial Planning/Cash Flow/Retirement Planners

Portfolio Analysis

Portfolio Rebalancing

Quotation Portals

Mortgage Sourcing

Wealth Management

Equity Release

INSIGHTS:

PFM SYSTEMS SUPPLIER/SOFTWARE: True Potential vNext Client Site

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: True Potential One

RegTech SUPPLIER/SOFTWARE: Money Alive

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

Some light weekend reading on Industry Technology, Protection and Workplace Benefits

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: FE Fundinfo – FE Analytics

SMART SYSTEMS SUPPLIER/SOFTWARE: Visyond

CLIENT PORTALS SUPPLIER/SOFTWARE: True Potential Client Site

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: TRUE POTENTIAL VNEXT

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