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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:

Quotation Portals

Smart Systems

INSIGHTS:

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Time4Advice Portfolio Manager

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

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What does leading edge adviser technology look like and other key analysis of AdviceTech

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

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

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SMART SYSTEMS SUPPLIER/SOFTWARE: AdvisorStream

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Understanding Developments in Portfolio Construction & Portfolio Management Software: Join Our November Investment Forum

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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage

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A fantastic awards afternoon and everything else that happened this week

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Adviser Cloud

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OTHER PRACTICE AREAS:

Wealth Practice Management

Mortgage Practice Management

Client Portals

Personal Financial Management

Risk Profiling

Financial Planning/Cash Flow/Retirement Planners
Portfolio Analysis
Portfolio Rebalancing
Switching Analysis

Quotation Portals

Research Systems

Mortgage Sourcing

Wealth Management

RegTech

Report Generation

Equity Release

Secure Communications

INSIGHTS:

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Time4Advice Portfolio Manager

by | 2nd November 2021 | Adviser Software Systems | 0 Comments

PORTFOLIO REBALANCING SOFTWARE - TIME4ADVICE PORTFOLIO MANAGER Website www.time4advice.co.uk Phone 0800 032 3774 Email HIGH-LEVEL FUNCTIONALITY Investment aggregation Own Functionality Aggregation includes transaction history Own Functionality - If data offered...
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RISK PROFILING/RISK PROFILING SUITABILITY TOOLS SYSTEMS SUPPLIER/SOFTWARE: Synaptic Modeller

by | 1st November 2021 | Adviser Software Systems | 0 Comments

RISK PROFILING/RISK PROFILING SUITABILITY TOOLS - SYNAPTIC MODELLER Website www.synaptic.co.uk Phone 0800 783 4477 Email [email protected] HIGH-LEVEL FUNCTIONALITY Attitude to Risk (Risk tolerance) Offer Functionality Feedback on inconsistent answers...
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What does leading edge adviser technology look like and other key analysis of AdviceTech

by | 29th October 2021 | Weekly Roundups | 0 Comments

First this week I want to highlight our next Investment Forum on Tuesday 23rd November at 11am.  The discussion will centre around advances in technology being used to deliver investment services: What are the leading innovations? What would advisers most like to see?...
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FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS SUPPLIER/SOFTWARE: Selectapension Retirement Income Strategies

by | 28th October 2021 | Adviser Software Systems | 0 Comments

FINANCIAL PLANNING, CASH FLOW MODELLING & RETIREMENT PLANNERS - SELECTAPENSION RETIREMENT INCOME STRATEGIES Website www.selectapension.com Phone Telephone: 01892 669494Support: 01892 669495Report Writing: 01892 601505 Email [email protected] HIGH-LEVEL...
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WEALTH MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Iress Xplan (Private Wealth Management)

by | 27th October 2021 | Adviser Software Systems | 0 Comments

WEALTH MANAGEMENT SYSTEMS - IRESS XPLAN (PRIVATE WEALTH MANAGEMENT) Website www.iress.com Phone +44 (0) 345 068 3000 Email [email protected] HIGH-LEVEL FUNCTIONALITY CRM Own Functionality Portfolio Monitoring Own Functionality Accounting No Functionality Trading Offer...
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SMART SYSTEMS SUPPLIER/SOFTWARE: AdvisorStream

by | 26th October 2021 | Adviser Software Systems | 0 Comments

SMART SYSTEMS - ADVISORSTREAM Website www.advisorstream.co.uk Phone 0808 271 1560 Email [email protected] KEY FUNCTIONALITY AdvisorStream is an automated marketing platform that aims to drive client engagement and build business for advice firms. The software...
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Understanding Developments in Portfolio Construction & Portfolio Management Software: Join Our November Investment Forum

by | 25th October 2021 | Events, Investment Forum | 0 Comments

Our monthly online Investment Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes. We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer...
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PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage

by | 25th October 2021 | Adviser Software Systems | 0 Comments

PORTFOLIO REBALANCING SOFTWARE - DEFAQTO ENGAGE Website www.defaqto.com Phone Customer Support: 01844 295 544 Sales: 01844 295 546 Email [email protected] [email protected] HIGH-LEVEL FUNCTIONALITY Investment aggregation No Functionality Aggregation includes...
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A fantastic awards afternoon and everything else that happened this week

by | 21st October 2021 | Weekly Roundups | 0 Comments

On AdviserSoftware.com we began the week with our analysis of AdviceObjects practice management system a relatively new entrant to the market before the next day examining  Voyant’s AdviserGo financial planning tool.  Synaptic Risk Explorer was the subject of our...
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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Adviser Cloud

by | 21st October 2021 | Adviser Software Systems | 0 Comments

WEALTH PRACTICE MANAGEMENT SYSTEMS - ADVISER CLOUD Website advisercloud.co.uk Phone 03330 144 490 Email [email protected] HIGH-LEVEL FUNCTIONALITY Fact Finding Own Functionality Document Storage Own Functionality Product data Own Functionality Service...
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