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:

Wealth Practice Management

Mortgage Practice Management

Client Portals

Portfolio Analysis

INSIGHTS:

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Time4Advice Portfolio Manager

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

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

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

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

PORTFOLIO REBALANCING SUPPLIER/SOFTWARE: Defaqto Engage

A fantastic awards afternoon and everything else that happened this week

WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Adviser Cloud

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User Details

Advice Tech Hub

Ecosystems

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