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KEY FUNCTIONALITY

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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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