Practice Management System

We have put together user scores and reviews, a checklist of integrations and we give our own NextWealth view on each of the principal practice management systems listed below. Click on a product name to see more, and if you have come across another good tool that you think we should cover here, please contact us.


CURO is a powerful cloud solution for financial planning businesses. Its wealth of features, and its focus on business process automation, will free up your people to concentrate on adding value for clients. CURO is built on Microsoft Dynamics 365 CRM,...

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Intelligent Office

Intelligent Office is an award-winning web-based business management system for financial advisers, mortgage advisers, network providers, service providers and for those in the enterprise sector. Based on open architecture, it’s the most comprehensive and flexible business management system in the...

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Plum Software

Plum Software has been within the UK Independent Financial Adviser market for over 20 years. Through this time the software has developed to provide a CRM system and financial planning software. As a modern back office system, Plum Software ensures...

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True Potential

True Potential vNext is a single integrated platform that brings together the three core elements of True Potential – the back-office system, the Wealth Platform, and client servicing tools, such as their unique client websites. Everything an adviser needs to...

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Turo for Advisers

Turo for Advisers helps your advisers process more cases (and more clients) in less time by automating key parts of the advice process. It provides online, back-office support for your team, taking care of the end-to-end 'heavy-lifting' for you. Your...

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Xplan is award winning financial planning and wealth management software for firms of all sizes - from the smallest IFAs to large networks. Xplan reduces compliance risks, streamlines processes and improves efficiencies. Supporting all types of advice, from simple through to...

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League Table: Practice Management System

Our league table ranks the Practice Management System providers in order of the user's willingness to recommend. The rating is provided from the user reviews we have received. To be included providers must have received a minimum of 20 reviews.
Based on 41 reviews
Based on 274 reviews
Based on 75 reviews

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