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Below you’ll find a list of all of the tech solutions we profile. You can also use the search function to find products or to search by integrations, If you come across another good tool that you think we should cover here, please contact us.

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(360 Dotnet)

360 Dotnet has developed 360 Lifecycle as the ultimate practice management system for financial services businesses, providing benefits to 1 in 5 mortgage brokers. 360 Lifecycle can deliver a significant reduction in the costs of running a business, by saving valuable...

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Why the 7IM Platform – meeting your complex needs 7IM is a multi-facet business, we offer a high quality investment platform, we are an asset manager with a range of investment solutions, and a high net worth discretionary service. We originally built...

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A2Risk was created in 2006 with the first ATRQ System Attitude to Risk Questionnaire. Since then A2Risk provide questions which can either be utilized in a paper format or integrated onto a website. The accompanying expertise can support the digital...

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Advance by Embark

The Advance by Embark Platform’s rich functionality and extensive investment range make it potentially suitable for a broad range of client types. From those still accumulating wealth, to those in the decumulation phase with a strong focus on taking retirement...

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Advicefront is a single hub from which you can manage all of your client relationships. Collect and store client data, collaborate on investments, and even take payments. You’ll save time, headaches and lots of paper, whilst giving your clients a...

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Aegon Platform
(formerly Cofunds)

The Aegon Platform combines the unrivalled scale, investment choice and experience of Cofunds in the platform market with Aegon’s financial strength, retirement product experience and innovation. The result is a comprehensive financial-planning platform that aims to offer the choice, functionality...

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Aegon Retirement Choice

Aegon Retirement Choices (ARC) puts you in control of your clients' financial futures. Our platform provides you with the flexibility to manage wealth accumulation, workplace savings and retirement income through one single online solution. The range of products and investments can...

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The open architecture used in the Ascentric platform provides flexibility to fit the users business. Over 3800 funds are available with 45 third party tax wrappers. Over 65 DFM’s are supported along with a broad range of tools and services....

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The Aviva Platform is designed to work best for mid-market to high net worth retail customers who are UK residents aged 18 and over and who want to pay for financial advice and access the investment opportunities the platform offers....

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No matter what you wish to achieve, we have the tools for you. From visual and intuitive cashflow planning, to remote fact finds in a secure client portal, and the best integrations around, we can help streamline your financial planning...

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Client Portal - Adviser Office

Client Portal is a fully hosted cloud solution offering your clients 24/7 access to their information held within Adviser Office. Client Portal gives you more flexibility in the service you can offer your clients. Whether you choose to make Client...

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Client Portal - Xplan

Iress launched its new Client Portal in 2019, replacing it’s first gen ‘Client Touch’ portal. Customised and connected, Client Portal is the secure way to give your clients an online view of their investments and financial life. Accessible via...

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