Category: Investment
ECOSYSTEMS – Financial & Retirement Planning
Software Supplier 7iM Website www.7im.co.uk Software Supplier NaviPlan by Advicent Website...
ECOSYSTEMS – PORTFOLIO ANALYSIS
Software Supplier Clever Adviser Website www.cleveradviser.com Software Supplier Defaqto Website...
ECOSYSTEMS – PORTFOLIO REBALANCING
Software Supplier NaviPlan by Advicent Website advicentsolutions.com Software Supplier Dynamic...
ECOSYSTEMS – CASHFLOW MODELLING
Software Supplier 7iM Website www.7im.co.uk Software Supplier NaviPlan by Advicent Website...
ECOSYSTEMS – Client Portal
Software Supplier 360 Dotnet Website www.360dotnet.co.uk Software Supplier 7iM Website...
ECOSYSTEMS – LEAD GENERATION TRACKERS
Software Supplier Adviser.ai Website adviser.ai Software Supplier Contact State Website...
ECOSYSTEMS – REGTECH
Software Supplier Apricity Compliance Website apricitycompliance.co.uk Software Supplier BAT...
ECOSYSTEMS – PRACTICE MANAGEMENT SYSTEMS
Software Supplier Adviser Cloud Website advisercloud.co.uk Software Supplier Assyst Software...
ECOSYSTEMS – RISK PROFILING
Software Supplier A2Risk Website www.a2risk.com Software Supplier Be-IQ Website beiq.co.uk...
7IM’s new and improved website
In its ongoing commitment to deliver an unrivalled experience 7IM recently decided to review and...
ECOSYSTEMS – SWITCHING ANALYSIS SYSTEM
Software Supplier Defaqto Website www.defaqto.com Software Supplier Dynamic Planner Website...
Using the integration between Intelligent Office & FE Analytics
When it comes to day-to-day work, efficiency is key, and this could not be more apparent in the...
Adviser Practice Management Systems – who’s who, old and new
A practice management system, used effectively, should be the core operating system for a modern...
Financial Planning Software – things you need to know
When selecting any software for an adviser business it is essential to have a clear understanding...
What announcements from Intelliflo mean for Platforms, Asset Managers, DFMs & the rest of the market
What today’s announcements mean from the wider market Intelliflo’s Change the Game...
now:plan: Engaging and powerful cash flow modelling
now:plan is part of a suite of solutions provided by Focus Solutions. The tool is a detailed cash...
Rapid Reviewer: Making MiFID II reporting requirements easier
With the not so new reporting requirements triggered as a result of MiFID II leading to an...
Flagstone: Helping advisers & clients manage cash deposits
Reduced spending power and poor returns on cash deposits often leads to a conundrum for those...
IRESS XTOOLS
In the year 1993, Bill Clinton become president of the USA, the blockbuster Jurassic Park was...
IRESS CLIENT PORTAL
Iress have launched a new client portal option as part of their standard “out of the box” Xplan...
EValue Pension Freedom Planner
EValue Pension Freedom Planner is an at retirement cash flow modelling solution that allows...
EValue Life Planner
EValue Life Planner is a cashflow modelling solution that allows advisers to take their clients...
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Ecosystems
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