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:

Mortgage Practice Management

INSIGHTS:

Artificial Intelligence – AI Tools & Services – PlannerPal

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AI Tools & Services – Multiply.ai

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CLIENT ENGAGEMENT TOOL – WEALTH IO

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CLIENT ENGAGEMENT TOOL – Responsive

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: CENTOLOGY

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: INTELLIFLO OFFICE

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WEALTH PRACTICE MANAGEMENT SYSTEMS SUPPLIER/SOFTWARE: Aixigo

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Marketing and Client Engagement Systems Supplier/Software: Asset-Map

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Business Performance & Operational Management Supplier/Software: Go Automation

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

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Client Portals
Advice Tech Hub Home

OTHER PRACTICE AREAS:

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
Smarter Communications

INSIGHTS:

EATT2024 Demo – ProtectionGuruPro

by | 31st January 2024 | EATT 2024, EATT24 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is EATT?EATT 2024 Disturbance Demo - ProtectionGuruProSynopsis: Protection Guru Pro integrates with UnderwriteMe, this demo shows a live example of the process from initial keying to quote generation all within our eight-minute slot Comparing...
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EATT2024 Demo – PlannerPal

by | 31st January 2024 | EATT 2024, EATT24 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is EATT?EATT 2024 Disturbance Demo - PlannerPalSynopsis: PlannerPal is The Financial Planner’s AI Assistant Provides automated meeting summaries and AI-assisted document drafting To save planners and their teams time allowing them to serve more...
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EATT2024 Demo – AdvisoryAI

by | 31st January 2024 | EATT 2024, EATT24 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is EATT?EATT 2024 Disturbance Demo - AdvisoryAISynopsis: Create Suitability Letters, and Annual review letters in under 10 minutes without any work required from admin or adviser. Create it exactly to your liking, bespoke to your company. In...
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EATT2024 Demo – VouchedFor

by | 31st January 2024 | EATT 2024, EATT24 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is EATT?EATT 2024 Disturbance Demo - VouchedForSynopsis: Satisfied Clients: Elevation scours your existing client base to uncover hidden growth potential. Effortless Feedback: Elevation integrates seamlessly with intelliflo. It automatically...
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EATT2024 Demo – UnderwriteMe

by | 31st January 2024 | EATT 2024, EATT24 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is EATT?EATT 2024 Disturbance Demo - UnderwriteMeSynopsis: Unique protection product and underwriting sourcing platform Single application journey delivers real-time comparative underwriting decisions across 8 leading insurers Our objective is...
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EATT2024 Demo – Seccl

by | 31st January 2024 | EATT 2024, EATT24 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is EATT?EATT 2024 Disturbance Demo - SECCLSynopsis: Seccl believes that in 2024 clients depositing large sums of money to platforms shouldn’t have to wait hours or days for it to be allocated into their account. Investors using a Seccl platform...
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EATT2024 Demo – Multiply

by | 31st January 2024 | EATT 2024, EATT24 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is EATT?EATT 2024 Disturbance Demo - MultiplySynopsis: Pioneering Generative AI: Multiply leads in actualising Generative AI's potential in finance. Adviser Enhancement: Our tools elevate advisers' efficiency and effectiveness, integrating...
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EATT2024 Demo – Intelliflo

by | 31st January 2024 | EATT 2024, EATT24 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is EATT?EATT 2024 Disturbance Demo - IntellifloSynopsis: Financial Forecast is the latest functionality available through intelliflo's personal finance portal. intelliflo’s powerful cashflow modelling capability to turn clients' financial...
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EATT2024 Demo – FocusSolutions

by | 31st January 2024 | EATT 2024, EATT24 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is EATT?EATT 2024 Disturbance Demo - Focus:SolutionsSynopsis: How the new Saturn Advice Engine from Focus can construct complex advice recommendations in a matter of seconds. This takes into consideration, costs & charges, risk tolerance,...
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EATT2024 Demo – FinCalc

by | 31st January 2024 | EATT 2024, EATT24 Disturbance Demos | 0 Comments

BACK TO DEMO LISTWhat  is EATT?EATT 2024 Disturbance Demo - FinCalcSynopsis: Holistic Financial Snapshot: How cashflow modelling can provide a comprehensive overview of your client's financial landscape, allowing advisers to conduct an initial sense check. Efficient...
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