Category: Adviser Software Systems

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Time4Advice Portfolio Manager

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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Modeller

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Selectapension Retirement Income Strategies

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Iress Xplan (Private Wealth Management)

SMART SYSTEMS SUPPLIER/SOFTWARE: AdvisorStream

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Adviser Cloud

RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Risk Explorer

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

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: AdviceObjects

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: IRESS Portfolio System

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Iress Portfolio System

REPORT GENERATION SUPPLIER/SOFTWARE: Selectapension – Rapid Reviewer

REGTECH SUPPLIER/SOFTWARE: Visible Capital

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Defaqto Engage

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: Morningstar Advisor Workstation

CLIENT PORTALS SUPPLIER/SOFTWARE: Time4Advice

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

RegTech SUPPLIER/SOFTWARE: Money Alive

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: FE Fundinfo FE Analytics

MORTGAGE SOURCING SYSTEMS SUPPLIER/SOFTWARE: Iress Xplan Mortgage

MORTGAGE PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS XPLAN MORTGAGE

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PRACTIFI

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: PlanHappy

CLIENT PORTALS SUPPLIER/SOFTWARE: moneyinfo

PFM SYSTEMS SUPPLIER/SOFTWARE: moneyinfo

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Flagstone

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: IRESS XTOOLS (Cashflow)

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: IRESS XTOOLS Engage

PFM SYSTEMS SUPPLIER/SOFTWARE: True Potential vNext Client Site

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

QUOTATION PORTALS SUPPLIER/SOFTWARE: True Potential

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

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: FE Fundinfo – FE Analytics

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: IRESS Xplan

SMART SYSTEMS SUPPLIER/SOFTWARE: Visyond

CLIENT PORTALS SUPPLIER/SOFTWARE: True Potential Client Site

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: TRUE POTENTIAL VNEXT

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Third Financial Software – Tercero

REPORT GENERATION SUPPLIER/SOFTWARE: Genovo

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Fintegrate

RESEARCH SYSTEMS SYSTEMS SUPPLIER/SOFTWARE: Quotehaven (Codepotato)

SECURE COMMUNICATION SYSTEMS SUPPLIER/SOFTWARE: FILEHAVEN

SMART SYSTEMS SUPPLIER/SOFTWARE: Videosign

REGTECH SUPPLIER/SOFTWARE: BATsoftware

WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Advantra

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Tolerisk®

PORTFOLIO ANALYSIS SUPPLIER/SOFTWARE: PortfolioCloud

SMART SYSTEMS SUPPLIER/SOFTWARE: iPipeline AlphaTrust

EQUITY RELEASE SYSTEMS SUPPLIER/SOFTWARE: Twenty7Tec