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.


Time4Advice is on a mission to disrupt the financial planning and wealth management technology landscape. For far too long technology providers have failed to deliver the panacea of benefits promised. We’re out to change that. It’s why we’ve teamed up with...

Learn more

intelliflo office

intelliflo 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...

Learn more

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...

Learn more

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...

Learn more

Turo for Advisers

Turo is the market-leading SaaS solution for hybrid financial advice. It enables advisers to deliver regulated and non-regulated, hybrid financial advice to more clients while remaining 100% compliant. Fully configurable to your in-house advice policy, Turo has a wide range of...

Learn more


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...

Learn more

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 27 reviews
Based on 29 reviews
Based on 173 reviews
Based on 52 reviews

Keep up to date