WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy - Adviser Software

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:

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INSIGHTS:

Artificial Intelligence – AI Tools & Services – SIFA AI

Client Portal – Twenty7tec – FINPLAN

Wealth Practice Management System – Twenty7tec FINPLAN

Client Portal – acre

Mortgage Sourcing Systems: acre

Mortgage Practice Management Systems – acre

QUOTATION PORTALS SUPPLIER/SOFTWARE: IRESS The Exchange

Client Engagement Systems Supplier/Software: Eligible

Business Performance & Operational Management Systems: Rabbit Software

Cash Flow Modelling/Financial Planning Tools: RetireMap

Wealth Practice Management Systems

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