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:

Risk Profiling

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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Financial Planning Tools
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