We provide financial institutions with modular and flexible, white-labelled Software-as-a-Service and API solutions that improve, automate and visualise wealth planning interactively. Our solutions can be configured flexibly to create different use cases along the whole wealth management value chain. This is possible because we follow a service-based architecture, always use......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• North America
• Western Europe

Historically, a generous defined benefit provision coupled with robust social welfare afforded a more passive approach to pension planning. Now, as average/final salary schemes continue to recede, there is a much greater personal imperative on accumulators to ensure that our lifestyles are protected in our golden years. In the UK financial advice......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Financial Advisors

Relevant Regions

• Eastern Europe
• Western Europe

With OPAL's Goals-Based Planning Solution, we aim to translate client’s financial goals into an optimal investment strategy reflecting their personal ambitions, cash flows and risk appetite. Additionally, Ortec’s solution links investment portfolios to financial goals and tracks the progress over time on a daily basis, based on actual portfolio values......

Client type

• Asset Managers
• Bank Wealth Managers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• North America
• Western Europe

Our CIO solution empowers Chief Investment Officers (CIOs), Portfolio Managers (PMs), and analysts with powerful tools to streamline portfolio construction processes. Users can effortlessly build, compare, test, share, and run numerous "what-if" scenarios, ensuring informed decision-making and optimised investment strategies. As the demand for customization and uniqueness in portfolio construction grows,......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

Auto-Configure Investment & Protection Advice Get straight into business by configuring advice for different sales channels, customer segments and products Offer Thematic Solutioning Automate virtual bundling options based on themes e.g. product nature or motivations, facilitating desirable business mix and fairness Train From An Unbiased Slate Use insights about your distributors’ preferences as they adjust......

Analyze & Win Any Plan Today Detailed intelligence on 850,000+ retirement plans. Improve Plan Investments menu breakdown for 80,000+ plans. Customization & Efficiency In Your Marketing Custom trackable marketing letters for any plan in seconds. Reach Out To Decision Makers Over 1.2 million plan executives with contact info. Be the First One to Present Real-Time plan filing update for......

Abbove is a wealthtech company developing a collaborative wealth planning platform (previously called PaxFamilia) that unites financial advisors, their clients, wealth data and technology in one place.  To help financial advisors strengthen families over generations, Abbove’s solution supports their wealth management activities on three levels: To understand their clients’ global (wealth) situation.......

relevant regions

• North America
• Western Europe

Best for established advisors that need more clients. For advisors Cash flow mapping Attract leads with this valuable FinTech. Convert more prospects and get more referrals from an army of raving fans. Software onboarding When business growth is on the table, there’s no time to waste! We personally help you implement the software into your......

relevant regions

• North America

Efficiency & profitability through engaging AdviceBridge AdviceBridge is easy to implement within your business, integrating with existing software and significantly improving your business. Advisers & clients get their own separate dashboard along with an intuitive and easy to use interface for loading or updating information. It is designed to save you......

Charge Comparison And Product Research Tool Compare charges for platforms and off-platform products and include research based on platform/product features. Consolidation And Switching Tool Undertake wrapper-to-wrapper switch analysis. Analyse the impact of consolidating assets onto a single platform that are distributed across many different wrapper types and providers/platforms. Drawdown Tool Specify the levels of drawdown......

relevant regions

• Western Europe

With simulation testing, tax consideration modeling, and integrations capabilities, AdviserGo allows you to transform your clients' dreams into a testable reality. Find out why we're a global leader in financial solutions for the world's top financial institutions. White Labeling Your Brand, Our Solutions. Firms of any size can customize Voyant to their branding......

relevant regions

• North America
• Western Europe

From a market-leading Quick Quote to source whole of market plans, to a client CRM to store all your customers’ cases, documents & KFI's. All the reasons why you should use the Advise Wise Platform Free to use and whole of market Intuitive product sourcing with advanced filters Market’s first comparison table Instant and automated......

relevant regions

• Western Europe

aixigo's Advising Kit is more than just investment advisory software. It facilitates the efficient creation of a personalised and regulation-compliant investment recommendation. Thanks to cutting-edge financial technology, time-consuming processes are minimised, thereby shifting the focus to the customer! Our Advising Kit aims to significantly reduce the effort and complexity of providing......

Financial advisors have been challenged to find the financial planning tool that is powerful enough for modeling complex client scenarios, yet easy enough to use and scale their practice. Advisors need to generate results that can be understood by customers — while highlighting the specific financial needs and products marketed......

Advisys’ Most Popular Solution With Advisys’ financial planning modules you can create retirement plans, analyze life insurance needs, produce college funding plans, conduct investor risk analysis and develop asset allocation models. Using a two or four-page fact finder, you can complete your fact-finding interview and input your data to create a......

relevant regions

• North America

Invest in Making a Better Impression Advisys Education is for professionals who want to improve their ability to communicate complex concepts to clients and prospects. Studies show that many Americans lack even a basic understanding of the fundamentals of investing, retirement planning and life insurance. They often resist even the best......

relevant regions

• North America

About to Retire? Just Retired? Now What? The Advisys Retirement Income Distribution module is for professionals who want to expand the services they provide their clients beyond saving for retirement, to include counseling clients who are retired or nearing retirement on how to make the most of their retirement savings and......

relevant regions

• North America

A fully compliant solution AFFIRM for Annuities fully utilizes the ACORD Product Profile, allowing carriers to provide financial institutions all of their product rules electronically, using a standard method. Completed applications can be delivered to carriers electronically using the DTCC Insurance Processing Services APP format or the ACORD New Business for......

relevant regions

• North America

AFFIRM for Life enables customized compliance review by regulated financial institutions with integration to validate license and appointment status for advisors. Benefits of collaborative selling The entire industry benefits from AFFIRM for Life and a collaborative selling approach. It expands carriers’ distribution of insurance products significantly by allowing financial advisors to confidently......

relevant regions

• North America

Interactive discovery a.i. guides clients through an engaging online goals & fact-finding process, making it easy to assess their situations. WealthMap Model client data into a digital, interactive financial plan – integrate everything from goals, cashflow & net wealth, to insurance, investment & super advice. WealthApp Through our handy mobile app, clients can view their......

relevant regions

• Oceania

Extensive, easy to use product filters Diligent product research is achieved by ensuring products offer features that address your clients’ needs before comparing product costs. Our range Research Filters on the product shortlist screen allow you to filter out unsuitable products based on a range of product criteria, thus creating a......

relevant regions

• Western Europe

ammonite is a configurable and white labelled cloud solution with client acquisition (discovery module) and client recommendation (suitability report module), powering a remote client journey....

relevant regions

• Western Europe

Ideal for Wealth and Retirement Firms With Specific Needs and Budget Requirements Choose From Three Implementations: Adopt: Off the shelf, budget friendly, quick-to start option available Configure: Include your brand, product shelf, and portfolio models with our configuration options Build: Implement your most unique requirements by working directly with our experienced implementation team Create Persuasive Investment Proposals, IPS......

The AnnuityCheck difference AnnuityCheck is a free, all-encompassing tool to help you gain complete control over your selling process. There are three pillars of our software: The Snapshot Tool, the Illustration Tool, and the turn-key AnnuityCheck Seminar program. All three are designed to help you to maximize your close rate while......

The Annuity Wizard also makes an excellent pairing with any order/entry system. When combined with an order/entry system, the Annuity Wizard has been shown to reduce Not In Good Order annuity submissions and speed up the rate at which annuity business processes. Another benefit, to the Annuity Wizard is to......

relevant regions

• North America

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. With over 4,900 investment options (as at March 2021), including multi-asset solutions built by us, collectives, equities, investment trusts......

relevant regions

• Western Europe

Need help in onboarding your collection Let us do the heavy lifting. A team of trusted digitization professionals will assist you with the process of photographing the artworks as well as organizing, scanning and uploading documents. Online viewing rooms Beautifully designed online extension of your gallery or studio space, customised to your needs.......

An easy-to-use financial health check for new and existing customers that guides them to their next best action. Customers get an immediate understanding of their cash flow, debt management, insurance, retirement and investment positions. Encourages strong leads to the full advice journey and identifies those who need assistance to complete an experience. ...

relevant regions

• Oceania
• Western Europe

Asset-Map Report A financial picture is worth a thousand… An Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides an advisor with a straight-forward way to quickly address gaps in a financial plan as well as uncover new......

relevant regions

• North America

Fully customisable The ATEB suitability ‘Tool’ allows the user to customise the report production, prompts and customer facing output to an unsurpassed level. Compliance approved You can be reassured that the content and format has been very carefully considered & researched by a ‘Section 166' FCA approved compliance firm. Great end user experience No installation,......

Used by leading wealth managers and financial advisors, optimize your client discovery and financial planning processes with Ayoa. Famed for its ability to boost productivity, creativity, and memory, a mind map is a visual thinking tool used to capture information and ideas. Created by industry leaders, Ayoa helps financial advisors to......

relevant regions

• Western Europe

BUY/SELL Our fully manned trading desk can help inform your trading decisions and facilitate entry and exit from any major fiat currency. STORAGE Your digital assets will be stored in secure, cold storage. Accessible whenever you want. REPORTING Your assets will be viewable and available, any time from your BCB dashboard. You will receive regular,......

Who We Are BidMoni, Inc. designed FiduciaryShield as an online platform to create a more efficient retirement plan marketplace for all parties involved infusing technology into what was once a time-consuming and cumbersome process. Plan fiduciaries – anyone with discretion over a plan or control of plan assets – are held to......

BITA Risk provides BITA WEALTH with module options as follows:  BITA Wealth Profiler - multi-dimensional suitability profiling of a client’s investment needs, matching to investment proposition and linking to portfolio building and monitoring BITA Wealth Portfolio Analytics - institutional strength risk capabilities, risk models and portfolio modelling - incorporating reporting, pre-trade compliance......

relevant regions

• North America
• Western Europe

Intiger is the only ASX listed entity (IAM) dedicated to reducing the costs & improving the productivity of Financial Planning Practices. BOOM (Back Office Online Management) is the industry's first back-office & paraplanning engine. BOOM is not a CRM. Use BOOM to order every back office & paraplanning task your practice needs, all delivered......

relevant regions

• Oceania

Transforming Financial Engagement Engage your customers like never before We help financial institutions drive new customer value and deeper engagement through white label and cobranded enterprise solutions that are revolutionising the way people plan their lives. A unique customer offering A do-it-yourself financial planning solution for customers, or a whole new way for them......

relevant regions

• Asia

The balance sheet The balance sheet gives you an opportunity to summarize your client's complete financial picture. You can track cash accounts, investment accounts, and even calculate what the future value of an account will be at retirement—with and without additional contributions. You can track balances for several account reviews to......

relevant regions

• North America

For more than 45 years business owners and business advisors have turned to us to understand, increase and unlock the value of closely held businesses. We recognize that financial advisors and business advisors frequently enter into planning paralysis with business owners because they lack an answer to a key question: “what......

relevant regions

• North America

Changing the way America shops for college The College Aid Pro™ software application is a state of the art college funding tool for financial planners. This all-in-one tool is empowering advisors to deliver college planning strategies to their clients in a seamless way. We’re taking the hassle out of college planning......

Build long-term, cross-generational relationships. Financial caregiving activities can last up to 20 years, — bridging generations and the impending $24 trillion wealth transfer. Expand your share of family. Offer extra protection to an aging client or peace of mind to an adult looking after a senior, all while retaining assets and attracting new......

relevant regions

• North America

Easily identify the need for permanent life Insurance Run complex scenarios and highlight how life insurance and annuities can provide tax-preferred savings for clients with excess annual income. Almost half of retired Canadians (48%) are worried they will outlive their savings; this percentage rises to 74% for those not retired yet. Cascades......

relevant regions

• North America

New cashflow modelling Input household income and expenditure for the given age ranges of the client and their partner. Comprehensive stress testing to determine capacity for loss: Market Event Simulation – prepopulated or create your own. Randomiser – user-selected minimum and maximum growth rates Drawdown & annuity analysis At retirement drawdown versus annuity cash flow analysis. Build......

relevant regions

• Western Europe

We asked advisers what they would like to make things a little easier. Our members told us they wanted : Efficiency in the advice process A seamless link from financial planning to research and suitability reports Greater support in making suitable investment recommendations and Support to deliver a better customer experience With this in mind, we......

relevant regions

• Western Europe

Parents want to provide for their children's college education. They want happy, successful children, but they're feeling the squeeze of paying for college while keeping retirement planning on track. The rapid change in the college funding landscape over the last 20 years has necessitated a new college planning paradigm for financial......

Help families with college-bound children make better-informed college-planning and funding decisions and reduce their out-of-pocket college costs via the customized EZ College Planning Report Increase revenue. CFS helps your institution drive new revenue (insurance, investments, loans, etc.) by providing the context, rationale and action step for relevant products and services Differentiate your organization from your competition Flexibility -......

relevant regions

• North America

CFS Tax Software, Inc. is a leading developer of tax utility software for tax professionals. Each year, over 30,000 tax and accounting firms across the United States trust CFS for affordable, high-quality, and reliable software. TaxTools, our flagship product, is the best-selling program of its kind. Our Payroll System suite of......

Here's how a giving account works Donor-advised funds allow you to consolidate your giving to one place, grow your balance through investing, and recommend gifts to eligible charities at any time. Donate into your account - Contribute cash or stock with full tax advantages on one annual tax receipt. Grow your giving power......

relevant regions

• North America

Cheshire Wealth Manager is a comprehensive financial planning software package ideal for building your wealth management business. The flexible program allows you to create both simple and detailed financial plans. You will also encourage client interaction and understanding with clear and compelling client reports....

Keep your original plan intact while your clients explore their dreams. Clients can even invite their spouses and other family members to play along from the comfort of their own home. They'll explore endless copies of their plans to see if they're able to support caregiving duties for their parents......

relevant regions

• North America
• Western Europe

The College Aid Pro software application is a state of the art college funding tool for financial planners. This all-in-one tool is empowering advisors to deliver college planning strategies to their clients in a seamless way. We’re taking the hassle out of college planning and making it easy for advisors to......

relevant regions

• North America

Wondering how to grow your practice through college planning? Our College Money Report helps advisors attract college-bound families, gather key data and information to determine whether they’re an ideal client fit, and convert them into loyal clients. This simple tool is easy to install on your website and immediately solidifies your......

relevant regions

• North America

Data Management and Aggregation ERS Data Aggregation is your data hub available in an open architecture network - coordinating activities, and streamlining communications across our clients' business partners. Quality Data - Efficient Delivery An easy choice for plan information, tools, and solutions to help retirement plan fiduciaries deliver quality information more efficiently. We deliver consolidated......

relevant regions

• North America

The ethos of Conquest Planning is to get more people into financial plans. Our application empowers advisors and planners to build plans faster, in collaboration with their clients, with a higher degree of accuracy, while furthering financial literacy through a living and continuous action plan. A flexible platform Don't spend hours manually......

relevant regions

• North America
• Western Europe

The co-branded dashboard allows the advisor to easily select the needed product, whether life, long-term care or disability coverage, compare products and premiums, and complete the process online in minutes. Accessible from the dashboard are innovations like the long-term care estimator, which allows advisors to see immediate, customized, side-by-side quote comparisons,......

relevant regions

• North America

Advisors and institutions can grow their business and revenue by better addressing client needs and protecting them from unforeseen risk. Covr Insights helps prevent policy expirations and lapses, helps advisors and keep pace with clients’ life changes. Effectively manage and efficiently serve your current under-managed life insurance blocks with Covr......

relevant regions

• North America

We bring simplicity, choice and unbiased support to all of life’s important financial decisions with credible borrowers are always in control. We let you compare personalized loan offers from multiple vetted lenders, giving you the power and confidence to improve your financial future. No fees We'll never make you pay for using our......

Our team of RIA technology experts have delivered highly-customized CRM solutions for financial advisors, reducing 40% of time spent on admin processes and allowing teams to spend more time providing personalized services for their clients....

relevant regions

• North America

Best for advisors that want more clients without the additional marketing effort. For advisors Cash flow mapping This easy-to-use software simplifies your processes, qualifies prospects quickly, and creates efficiencies. Personalized onboarding Sit back and relax, let us do the heavy lifting. Personalized onboarding will ensure you're set up for a simpler, more scalable process. 1-on-1 on-going......

relevant regions

• North America

See More Client Progress Give your advisors super powers Goals - Create and keep track of short and long term financial goals Wealth Map - See more assets, all in one place Performance - Display KPIs related to client accounts over time Retirement Planner - Simplify the retirement planning process ...

relevant regions

• North America

A web application that allows users to input information in order to discover what Life Events are likely to occur, when they are probably going to happen, and how much of a financial impact that they would have. This application also allows the users to input real data to hyper-personalize......

relevant regions

• North America

Whether you are an adviser or a paraplanner from an independent, SME or large advice firm, whether you are directly authorised or an appointed representative, Engage - our investment planning software solution - has something to offer you.  Accumulation, decumulation and research workflows Engage has a variety of workflows, with each one......

The SELECTAPENSION Defined Benefit Transfer analysis tool allows you to run an in-depth comparison as part of your APTA for your clients, using up to date FCA assumptions providing: Single and joint life critical yields. Death Benefit comparison. Hurdle Rate. PPF Yields including death benefits and long service cap. Option to build and maintain fund......

relevant regions

• Western Europe

DGLegacy is a service through which, in the case of an unforeseen event happening to individual user, people whom the user nominates as beneficiaries will be informed about user’s assets and will be able to identify and locate them, thus minimizing the chance of an unclaimed asset. It enables users to......

relevant regions

• Eastern Europe
• Middle East
• North America
• Western Europe

Dynamic Planner is a provider of market-leading wealth and financial planning technology, driving growth across vertically integrated and consolidated groups, networks and individual firms. It enables the delivery of: Scale – Anchored by Dynamic Planner, the biggest industry names have reported eye-catching results. Control – Drive conversion. Control the flow of client......

relevant regions

• Western Europe

Why Elevate? Elevate is a simple, intuitive, easy to use platform, designed to be fully embedded into your adviser business or used on demand as a solution for a particular client need. One-stop shop: all core tax wrappers and investment choices to cover a large range of financial planning needs. Competitive price: excellent......

relevant regions

• Western Europe

At Employee Fiduciary, we welcome the opportunity to partner with investment advisors. Our services, fees, and transparency are complementary to the practice of fee-based 401(k) advisors who can leverage our strengths to help attract and retain clients. Our strict focus on product services and standards allows advisors the flexibility to......

Combine your expert advice with leading financial planning technology to deliver exceptional service. Plans for any need Needs Analysis is eMoney's scalable financial planning calculator that demonstrates a wide range of high-level need-based scenarios. Offer clients quick insight on a number of planning concepts by following a simple workflow. Once the plan......

Meet the diverse needs of your clients at any stage of their life within one, fully integrated wealth management solution. Match panning solutions to your expertise Free yourself from the limitations of traditional financial software. emX Pro offers a depth of planning solutions — from basic to advanced, automated to interactive —......

Boost your bottom line and overall business performance with a leading-edge client experience and powerful analytics. Experiences that stick With eMoney's industry-leading client portal, you'll delight clients with a digital financial experience they'll want to come back to. Position yourself at the center of your relationships with a solutions designed to provide......

This all-encompassing solution extends to every facet of fee-for-service financial planning, including billing, compliance, oversight, agreements, and beyond. Enterprise features: Home office portal Options for invoice approvals Customizable advisor permissions Oversight of plan deliverables Sort advisors into offices with their own admin and branding Custom processes and workflows API and webhooks Dedicated enterprise relationship manager Due diligence ...

relevant regions

• North America

We help financial services firms understand and serve the needs of their customers and act in their customers’ best interests while reducing their cost to serve. The problem for our users We are living longer. Healthcare costs are soaring. Social security systems are insolvent. Interest rates remain low. The result is an unhappy......

Equisoft/plan Delivers Everything You Need in a Financial Planning Tool Affordable pricing White labelling features available for enterprise licenses Used by tens of thousands of independent advisors Available in a simplified Express version that works online and offline Build a Comprehensive Financial Portrait of Your Client With Integrated Guidance Right Time, Right Place Client Info Capture An intuitive......

What we offer - Attorney-approved documents Revocable trusts Last will & testaments Powers of Attorney Healthcare directives Funding guides Special needs trusts Pick your solution Advisors - Provide tailored estate plans and legally sound documents with attorney-guided software helping you every step of the way. Institutions - A solution that's scalable, seamless, and compliant. Perfect for prospecting and custom integrations. Attorneys - An......

relevant regions

• North America

You can now make estate planning a profitable addition to your practice offering because it's now possible to achieve rapid facilitation of even the most complex family and financial structures. Client discovery, education, live presentation tools, briefing document generator - all in one! Powerful and easy-to-use, there is nothing else......

relevant regions

• Oceania

Everplans Professional: a co-branded life planning tool for you and your clients Everplans Professional: a collaborative Life and Legacy planning platform that enables financial advisors, estate attorneys, and other professionals to deepen client relationships and forge new ones with the next generation of clients. Featuring flexible pricing and robust functionality, we......

Discover EVPro In today’s fast-paced world, the need for cutting-edge financial planning technology has never been more in demand. Staying ahead of your advisers' ever-evolving advice needs to keep up with client demands is critical to the longevity of your advisory business. Complex processes, arduous administration and static advised client bases are......

relevant regions

• Western Europe

Sawhney Systems is a leading developer of personal financial planning software. We have been providing software and related support services to the financial planning industry since 1976. Working with financial planners for over 3 decades is the foundation that helps us focus on the diverse needs of financial advisors. Our......

Facet is a strategic partner to help advisors: Increase your firm capacity After a period of growth, firms need to either hire more advisors or shoulder the extra work themselves, which means working nights and weekends. Neither choice is practical. Facet works with such firms to segment their practice and purchase all clients......

relevant regions

• North America

Simple and reliable deal matching for your business Vetting process All members are screened by financial institutions, all deals reviewed before going live. Confidentiality Access business deals and explore opportunities anonymously. Direct connection When you are ready, speak with the principal decision maker behind every business deal. Growth solutions for family offices and UHNWIs Source unique investment and......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

We designed the Family Strategic Planning System® to help our clients simplify their financial life, give them clarity and confidence in their financial decisions, and empower them to focus on what really matters most. Family strategy Values, vision, family investment philosophy, family financial independence Financial management & reporting Personal financial statements, cash flow reports,......

relevant regions

• North America

We're on a mission to develop an integrated suite of online financial planning tools specifically designed to help you and your entire financial planning process. From creating powerful lifetime cashflow plans with our award-winning Cashflow Modeller, to enhancing client engagement with our bank-level secure Portal, we're here to provide the......

relevant regions

• Western Europe

Financial planning software working for you and your clients Conquest planning provides powerful software to help you build accurate, intelligent financial plans. Conquest Planning not only enables you to quickly build accurate financial plans in collaboration with your clients, it’s designed to intelligently work with you to find the optimal path for......

relevant regions

• Western Europe

Your Investment Fiduciary Partner An important part of running a sound practice is managing your time and your risk. Allow Envestnet Retirement Solutions to free up both by providing fiduciary support to your plan sponsors and their participants. Maximize your business, minimize your risk. ERS SCORE Methodology: Investment Selection Proccess The proprietary SCORE Methodology evaluates all plan Designated Investment......

relevant regions

• North America

FIDx delivers Active Annuity Management - bringing together Advisors and Insurers on the Platforms where they already do business – now that’s protection intelligently delivered. Delivering total financial wellness Integrated Planning FIDx has partnered with ENVESTNET MoneyGuide to offer guaranteed income and protection products to client financial plans empowering advisors to bring comprehensive......

relevant regions

• North America

Fin365 financial planning software is enabling modern businesses to realise a new potential. Revolutionary business intelligence and management systems deliver enhanced team performance, increased client engagement and reduce business risk. Fin365 Features Client Management Business Intelligence Web Portal Revenue Management Workflow Management Document Generation Third Party Integration   ...

relevant regions

• Oceania

Easy 401k plan set-up and dedicated expert support since 1999. A Ubiquity Retirement + Savings™ 401k enables your small business clients to: Maximize their tax savings Lower their taxable income Integrate payroll and automate their plan administration Attract and retain valuable employees Partner with Ubiquity and help your small business, start-up, and solopreneur clients get......

relevant regions

• North America

Who is this product for: Financial advisors Broker-dealers Financial planning software Advisory platforms Investor websites Benefits Available as hosted solution for advisors or via API data calls to power financial planning software and web solutions for advisors/investors. Industry’s most accurate healthcare expense predictions, leveraging big data and machine learning technologies. Personalized healthcare expense projections based on each client’s health condition and zip code. Projections include......

relevant regions

• North America

Harness the power of interactive financial modelling to truly engage your clients. Features and tools: Online information gathering Client education tools Goals-based advice & scoping wizard Letter of engagement & ongoing service agreements Modelling calculators (20) Reporting & compliance Marketing tools CRM integration ...

relevant regions

• Oceania

What your Financial Advice Clients can’t see might be putting the brakes on your business profits . . . Now you can show your prospects and clients just how your advice is highly likely to achieve their financial goals – for real. Let your clients see properly with this breakthrough process… Are you frustrated......

Moody's Analytics financial planning solution helps retail investors and their financial advisers identify and communicate risk to make appropriate planning decisions and select investment options which are suitable for clients’ financial needs and risk profiles. The risk and return characteristics of a financial plan must be communicated to a client in......

Put your plans into action Support any number of financial goals No matter your clients’ goals, our powerful software gathers the necessary data to perform goal-based or cash-flow planning—and run robust simulations to illustrate the probability of success.  Deliver financial plans faster Quickly capture information related to your clients’ unique goals through flexible, modular......

relevant regions

• North America

As regulations and client expectations intensify, advisors must deliver more value more efficiently than ever before. Our financial planning solutions––backed by Morningstar’s extensive data and research––connect goal setting, risk assessment, and investment planning to help your clients reach their goals. Flexible ways to grow your business Our tools can integrate into your current......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Addressing the advice gap There is a well-documented gap between number of financial advisors vs end-investor needs. Technology must help the industry scale, yet most financial planning systems remain unintegrated, preventing advisors from serving more end-investors efficiently. End-investor expectations are also increasing, resulting in higher demand for more personalization. We integrate systems with......

relevant regions

• Asia
• Western Europe

Cashflow modeller Our comprehensive approach to cashflow modelling allows you to illustrate your client's financial future concisely and accurately.  Leave no stone unturned and effectively present multiple 'scenarios' that can take into account even the most complex of situations.   Transvas More than just a TVC report generator, our Transvas module is a......

relevant regions

• Western Europe

Delivering optimum client outcomes. Fintegrate’s intuitive technology has been designed to deliver optimum client outcomes in line with your firm’s own advisory model. A digital financial planning solution aligned specifically to your needs and preferences. Reduce complexity, time and cost. Fintegrate tackles key laborious and time-consuming areas of the financial planning process. Through......

relevant regions

• Western Europe

Stay ahead of the wave with the industry’s first intelligent planning solution AI-driven solutions Powerful, cutting-edge technology enables personalized and tailored advice to optimize your clients’ financial situations. The FP Alpha optimization score will help you ensure your clients are on track. Automated workflows Less time spent on manual tasks allows for a streamlined......

relevant regions

• North America

We create simple, elegant, and effective checklists and flowcharts to help financial advisors be more diligent in their planning processes. Our checklists make your planning process easier, more consistent, and less stressful. You can also use our resources to proactively plan with clients, distinguish yourself as an advisor, and reduce......

relevant regions

• North America

The calculation is simple: if you want to offer 10 distinct financial services, you need 10 software solutions. Really? No, please! Our clients, as well as experts in the UK, tell us exactly that this as a huge problem. We perfectly understand. That is why we focus on technology that......

relevant regions

• Western Europe

The SELECTAPENSION Fund Research tool allows you to research over 50,000 Pension and Investment Funds at any one time. This essential tool illustrates which available funds meet your individual specified criteria, choosing from: Fund Performance Morningstar and OBSR Analyst Rating Fund Risk Rating Fund Size and Charge Fund Due Diligence Portfolio Management Fund Attributes including: Fund of Funds......

relevant regions

• Western Europe

Power your practice with GDX360® The original goals-based wealth management platform Our patented technology allows advisors to help make their clients’ life goals a reality by connecting their investments to their aspirational dreams and priorities. Comfort Zone® “Where’s My Dot?” monitoring manages future confidence to help exceed life goals while avoiding excessive risk......

relevant regions

• North America

Health is your client's largest asset. How are you protecting it? Genivity is an AI software platform helping advisors engage clients and retain next generation heirs through life stage, health risk, and care cost planning. Genivity's dynamic client engagement tool that predicts family and lifestyle-based health risks to help advisors provide more......

relevant regions

• North America

This innovative solution optimizes and simulates investment proposals aligned with clients' financial goals and liabilities. GBWM identifies preferences, develops tailored strategies, tracks progress, automates portfolio construction, and employs diverse optimization approaches. Utilize our simulation and aggregation engine for a comprehensive or individual view on client investments, as a standalone or......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

"Tracking progress towards financial goals is essential for client engagement and retention. Our wealth planning solution offers holistic planning to help clients achieve their financial dreams. With our solution, you can capture and track individual financial goals and link them to investment and insurance performance. Our in-built calculator determines progress and......

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• Asia
• Eastern Europe
• Middle East
• North America
• Western Europe

See it in action Not every client needs complete financial-planning services, but they all have financial goals. Morningstar’s Goal Bridge tool lets you have goals-based conversations with clients, then quickly connect those goals to an easy-to-understand plan in a single tool, a single workflow, and a single conversation. How it works Identify and......

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• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Innovative goals-based savings technology A simple, yet powerful technology that lets your customers save for anything and everything...no matter how small. Set as many goals as they want Pick a savings engine Savings happen automatically Free to your customer Deposits stay at your bank Be there at the beginning Every wealth account starts as a savings account. Goalkeeper......

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• North America

A modern 401(k) built for small businesses Guideline provides a turnkey, hassle-free 401(k). We take care of plan administration, compliance, recordkeeping, and more, to make your job easy—and help your clients offer a great 401(k). Intelligent investments, simplified Guideline serves as the CEFEX certified 3(38) on all of our plans. Our set lineup of......

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• North America

Set a new standard of care with Genivity's Health Analysis and Longevity Optimizer (HALO), now powered by Lumiant. Engage your clients with personalized longevity models backed by our proprietary algorithms that empower clients to make more informed health, lifestyle, and financial decisions....

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• North America

Wishlife is a SaaS (software-as-a-service) company pioneering a new class of asset protection that secures, organizes and stores emotional assets. Qualitative non-monetary emotional assets are protected by the same trusted advisors that oversee quantitative financial assets. With a simple-to-use, multi-dimensional interface, Wishlife inspires users to make themselves and their wishes known,......

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• North America

Making it simpler Holistiplan was created and designed by two CFP professionals. As firm owners, we were constantly looking for ways to efficiently and consistently provide our financial planning service to clients. As engaged volunteers for the National Association of Personal Financial Advisors (NAPFA), we heard similar concerns from other firm owners.......

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• Western Europe

We're on a mission to empower financial service professionals with better enablement technologies and tools that make it possible to scale their services and processes. Our team wakes up every day to make the lives of financial advisors easier and ensure that more families can access comprehensive financial planning and advice. We......

For millions of Americans, medicare is confusing & scary. Yes! You can provide your clients with easy-to-understand, expert Medicare guidance. i65 is the only software created by a nationally-recognized Medicare expert. With this unique tool, You can give your clients the confidence and peace-of-mind they so desperately they need make the right Medicare decisions and avoid......

Offer clients an effective and differentiating strategy for intelligent withdrawals from accumulated assets. Only LifeYield Income Advantage strategically identifies the best location and sequence from which to sell assets to minimize taxes and maximize income. With this unique, tax-sensitive approach, you provide significant value, helping your clients make the most......

The world of advising is changing. IncomeConductor® meets that challenge head-on We understand how the industry functions, the regulations you need to comply with, and what your competition is doing to attract your top producers. IncomeConductor truly sets your company apart, gives your advisors a new value proposition, and allows you......

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• North America

Revolutionize retirement planning with advanced research, deeper insights, and real-time monitoring and management. Income Lab began when two financial industry veterans grew frustrated with the fact that existing planning technology used simplistic, dated analytics. They understood that if financial advisors could implement and scale the best ideas from financial economics, retirement......

Income SolverTM is unlike any other software. This specialized application focuses only on creating tax-efficient retirement income for your clients. Generate extended portfolio longevity Demonstrate your advisor alpha Reduce tax liability for clients Maximize social security Minimize Medicare surcharges Compare withdrawal strategies side-by-side With Income SolverTM, clients receive a personalized strategy that includes all of their retirement resources......

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• North America

Taking into account the interests and needs of customers is important. We provide independent and impartial advice and investment planning to clients. By taking the benefits and needs of customers as a priority Because of our corporate culture and concept of providing good and quality service to our customers. To build credibility with customers......

Increase wallet share, and overall client size by scaling the delivery of planning advice to your practice. Oversee the quality and delivery of financial planning advice. Transform financial advice into a firmwide mandate and facilitate high levels of client consistency to better reflect the standards you want to establish as a firm....

Oversee the quality and delivery of financial planning advice Transform financial advice into a firmwide mandate and facilitate high levels of client consistency to better reflect the standards you want to establish as a firm....

Ensure more customers are protected and can easily get the cover they need, while keeping them engaged with your brand. Have peace of mind knowing your customer has complete control of their advice journey, with an option to talk to a face-to-face adviser. Increase profitability for your life insurance business by lowering......

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• Oceania
• Western Europe

Features and tools: Online information gathering Client education tools Goals-based advice & scoping wizard Letter of engagement & ongoing service agreements Modelling calculators (4) Strategy papers & statements of advice Reporting & compliance Marketing tools CRM integration ...

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• Oceania

Bring your advice to life A picture speaks a thousand words. Demonstrate the difference your advice could make by visualising how effective cash flow planning can save your clients money at every life stage. Intuitive to use, easy to share and packed with useful insights, this financial planning software turns the complexities......

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• Asia
• North America
• Western Europe

The Investment Switching tool will allow you to compare new and existing investment products. It can provide three outcomes for your customers - either to retain or remodel existing investments or switch to a new product. Switch existing investment products, ISA’s, Bonds and Collectives or source a new investment type, giving......

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• Western Europe

We start with what your customers are trying to accomplish. College savings? Retirement? A new car? Debt elimination? Whatever the goals, our mission is to provide the advice and investment vehicles needed to achieve them all. Our advice is goal-based. iQuantifi continues to update the advice given as life changes, applying......

Adviser Professional incorporates all of the capabilities of the Adviser Essential suite of products and gives the ability to choose additional options to deliver a tailored solution that best fits your business needs. Administration The comprehensive administration software enables you to effectively manage your client & policy administration, real time valuations and core back office requirements. Financial planning Using the......

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• Western Europe

It’s time to think differently about retirement income. By 2030, 1 in 5 people will be retired. This means your parents, neighbors or friends could soon begin their retirement journey, if they haven’t already. They’ve made it to retirement—but are they prepared to make it through retirement? In today’s market, families are......

The first software in Australia to track and trace the delivery of every core financial planning process at practice and licensee level to the second. A step change in practice performance management, efficiency and profitability. Turn Around Time and Cost Per Unit of output for all key processes in your practice.......

relevant regions

• Oceania

2020 started out with major social and market volatility. Virus fears are causing people to travel and interact less. Does this all mean that your only choice is to hunker down, put out client fires and weather the storm? That is what your competitors will do. We do not believe that......

Financial Architects & Consultants is a financial technology firm that develops proprietary systems for the financial services community. By leveraging automation, software integrations, and proprietary technology, financial advisers can now automate their client information- gathering and financial planning process much more effectively!  Realizing there was a more efficient and compliant way to manage......

Validation The RightBRIDGE Life Insurance Wizard utilized in its validation track, helps to determine the suitability of a proposed or in-force policy. The solution: Supports new sales or changes to an existing policy Provides validation scoring for proposed products Summarizes results in a validation report Selection The RightBRIDGE Life Insurance Wizard utilized in its selection track,......

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• North America

LiLLY replicates existing back office and paraplanning processes in a digitised environment to eliminate manual processing and the time and cost of SoA production. Significantly reducing turn-around times, cost to produce SoAs and production risk, LiLLY delivers unparalleled improvements to practise productivity, margins and profitability....

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• Oceania

With over 140 million rows of data, our proprietary data set consists of health and wealth life event data along with their corresponding expenses. Our proprietary algorithm (Predictive Computational Model) searches for, uncovers and correlates the most impactful events that could occur in a person's life.  ​Today, we can predict 12......

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• Asia
• North America
• Western Europe

We're not like any other advice planning software. We've designed our platform specifically for your clients to better discover, collect and deliver meaningful experiences. 1. Discovery & Progress Uncover what matters. Lumiant’s Discovery and Progress modules provide a proven process to deepen client relationships with memorable, guided experiences. 2. Data Collection Tech-driven data acquisition tools......

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• North America
• Oceania

Store and access your personal information in one place Manage your information whenever and wherever you want. Whether at home, on the go or in an important meeting you can access your data whenever you need it. You can even edit existing data and upload new information on the go. Uploading......

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• Western Europe

Who partners with Manifest? Wellness platforms - Turn education into action. With Manifest, your users can consolidate their retirement accounts with less than eight minutes of effort. Retirement brokers - Augment your existing capabilities by sharing Manifest with your clients. Our leading transfer solution has the power to optimize any employer retirement......

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• North America

Wouldn’t it be great to be able to provide your clients and prospects with a living financial plan that they help to build? That's exactly what Map My plan for Advisers can do for your clients and your business. The platform will enable you to focus on providing the valuable......

With our comprehensive financial planning software, you can record, analyze, and present all aspects of a client's current and proposed financial situation. MasterPlan’s financial planning software keeps track of all a client owns, owes, earns, spends, receives in social security, and pays in taxes from the current year through retirement and beyond to......

MaxiFi Planner incorporates the revolutionary Economics Approach to personal financial planning. Learn more about how MaxiFi Planner PRO works The program presents detailed plans including a projected lifetime balance sheet showing income and expenses through age 100. Each category is detailed annually showing fixed and discretionary spending, retirement account withdrawals, taxes, etc.......

All possible filing strategies All major benefits All major rules and provisions Financial professionals love Maximize My Social Security because . . . the software suggests safe ways to make their clients tens if not hundreds of thousands of dollars 10,000 Baby Boomers are retiring every day and need to make Social Security benefit decisions they trust......

One way to get peoples’ attention is for funds to answer members’ big question…. ‘How much will I have to live off when I retire?' SuperEd’s comprehensive member engagement platform is designed to do just this. As a virtual adviser, it coaches, guides and helps members who are planning for retirement,......

Enables advisors to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of annuities....

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• North America

Fast, easy, and adaptable, MoneyGuidePro identifies gaps, empowers clients to stress test their plans, and is equipped with a social security maximizer, custom CMAs, digital plan snapshot and more to provide an engaging planning experience for advisors and their clients....

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• North America

Research shows that high-net-worth clients receiving financial planning from their primary wealth management advisor are nearly twice as likely to invest new assets with the firm as those who receive no planning. Financial advisors, today, handle an increasing number of clients with varying needs and have realized the criticality of......

Add color to your client communications Communicate your plan for your clients easily. You can confidently show them your unique strategies with our Finra-reviewed reports. Client reporting Aggregate your client accounts with custom integrations to create compelling reports and show your clients what you bring to the table. Show what your advice can do Walk......

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• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Robust, in-depth research on annuities Morningstar Annuity Intelligence is a research tool that helps you uncover the strengths and weaknesses of annuities. We offer active and historical data on nearly all variable annuities, along with increasing coverage of fixed indexed and fixed annuity products.  Complex characteristics, clearly explained No need to dig through......

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• Asia
• North America
• Oceania
• Western Europe

An integrated platform to help advisors manage, grow, and streamline their retirement plan business Powered by a network of more than 25 plan providers, Morningstar Plan Advantage helps advisors prospect and obtain pricing, manage plan lineups, and access detailed investment information—all from one place. For advisors One centralized dashboard to help advisors grow......

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• North America

Every financial advisor knows that trusted client relationships form the cornerstone of a successful advisory practice–and many believe this takes a lot of time. We don’t. We can help you build trust in a short period of time by having great conversations. Our solutions set the stage for a discussion on......

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• North America
• Western Europe

MyBlocks help empower clients to take control of their finances through real-time personalized insights and deepen client engagement. Also a turnkey marketing solution, MyBlocks helps to prospect and engage generation of investors....

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• North America

Demonstrate - show off the ‘Shadow’ you know you do. Curate - easily curate a client experience that is just as easy for them. Engage - designed to make your client response rates skyrocket. Organize - never type a new client note again and save time. ...

Fact finds just got a whole lot easier Don’t waste time chasing incomplete information from clients. Automate the fact find process with the Form Fill wizard. Digitise your firm’s fact find and turn it into a wizard for clients to complete via the wealth portal Your clients will be prompted to update any......

relevant regions

• Oceania

Comprehensive financial planning software From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.  ...

relevant regions

• North America

Our API technology With ongoing access to the NaviPlan APIs through our developer portal, your team will have access to continually updated and maintained calculations. This allows your tools to become scalable with less complexities. Evolving your digital strategy is now easier than ever with the ability to develop unique web......

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• North America

Collaborative fact finder Empower your clients to enter their information digitally with the eFact Finder to accelerate the onboarding experience....

relevant regions

• North America

Comprehensive planning Built on the most precise calculation engine in the financial planning market, NaviPlan scales to meet the diverse needs of any enterprise organization....

relevant regions

• North America

Portfolio construction is at the heart of Nebo Nebo incorporates term structure of expected returns. Nebo tells you how much volatility you need to bear to minimize shortfall risk. Nebo integrates with financial planning tools Nebo picks up where financial planning tools leave off by determining the return required to achieve the client’s goals. Next-gen......

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• North America

Calculate forecasts from regular contributions and single contributions. You can use pre-set sector templates and your own investment portfolios to produce clear reports which can be used as evidence for recommendations. Include new personal and/or employer single and/or regular pension contributions, giving you a like-for-like comparison across the market. Instant due diligence......

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• Western Europe

Built on the core focus:360° platform, now:plan delivers powerful modelling capabilities to deliver a truly interactive user experience that consumers and advisers alike find intuitive and engaging. Totally compatible with now:share co-browsing, our tools work with you, wherever you are and whenever you need them. The now:plan Cash Flow Modeller gives financial advisers an easy and engaging......

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• Western Europe

Best for newer advisors that need help launching their career. For advisors: Cash flow mapping Open doors and build relationships with this easy-to-use financial planning software. Personalized onboarding Can a new driver easily navigate the terrain? Maybe, but why risk it? You'll get set up quickly and confidently with the CFM team. 1-on-1 on-going support We’re not......

relevant regions

• North America

OnTrack Digital Planner supports users in a number of ways: Efficiency - online data collection and fact-find engages the client, saving on cost and time. Reach - automated, interactive and self-directed engagement tailored for client sub-groups. Control - consistent application of modelling with full control over assumptions. Audit and compliance - automated record keeping simplifies oversight process. Growth......

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• Asia
• North America
• Western Europe

Everything you need to provide valuable debt and loan management to your clients The Optivice debt management solution allows financial advisors to effectively offer an essential piece of holistic financial planning to their clients. Gain a complete view of all of clients' borrowing - Get a complete view into your client's outstanding......

relevant regions

• North America

Kidbrooke's OutRank provides easy-to-use, high-quality analytics guiding your customers through the complexities of taking out mortgages and other loans. Our collection of APIs helps banks, insurers and FinTechs to build reliable digital journeys enabling individual consumers to evaluate credit decisions in a uniquely holistic context. A 360-degree view powered by......

relevant regions

• Eastern Europe
• Western Europe

Wealth management services have traditionally been reserved for the more fortunate in society relying as they do on highly skilled labour, decades of experience and meticulous adherence to regulatory standards. However, technology now empowers asset managers to rewire their business models in order to provide high-quality, consistent financial advice to......

relevant regions

• Eastern Europe
• Western Europe

Whether you need to build a fully digital investment advice service, a savings guidance journey, or to support your physical advisors with consistent, compliant and research-based analytics, our APIs provide the means to do so. OutRank enables financial institutions to produce cost-efficient and scalable investment experiences that equip your customers......

relevant regions

• Eastern Europe
• Western Europe

Optimise your practice On average it takes 6.3 hours to complete just one SOA. Imagine what else you could be doing with that time for your clients and your business. Padua's Outsourced Paraplanning delivers rapid, compliant advice generation at a fraction of the cost of in-house teams. Free your resources and scale......

PartnerLink empowers our partners to have accurate and current information across their business by providing: The same information that plan sponsors see within the Plan Service Center A view into their block of business with Empower A list of all associated plans, as well as combined plan, participant and asset information Cross-plan reporting that allows......

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• North America

PayForED Software & Loan Solutions help you navigate the college planning, funding, and repayment journey. We work with employers, financial advisors, schools and individuals to help minimize student loan debt, identify student loan repayment options, and improve your financial future. Make the best financial college decisions with PayForED....

This solution covers the complete operations lifecycle from consolidating retirement assets, reporting live balances, adjusting ongoing contribution patterns, hanging investments, and “pot”/”goal” management through to setting up regular vs. ad-hoc withdrawals, expedient tax-free cash outs (UFPLS and PCLS in the UK), supporting one-off and regular withdrawals and administering pension payroll.......

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• Western Europe

Provides analysis on the consolidation of multiple defined contribution pension schemes, giving you a like-for-like comparison across the market. Includes critical yields and reduction in yield. Compares existing fund performance vs new investment performance pulled through from Morningstar. Includes regular premiums, existing investments for any further discounts and bespoke terms for specific products. Calculates......

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• Western Europe

Automated Financial Wellness Programs help banking customers strengthen financial resiliency and achieve financial goals: Engage customer over an extended time frame Self-adjusts by leveraging existing and acquired knowledge of the customer Encourage habit-forming ongoing financial wellness behavior Automated Financial Wellness Programs help banking customers strengthen financial resiliency and achieve financial goals Engage customer over an extended......

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• Asia
• Middle East
• North America
• Western Europe

How can PictureWealth help you? We help you understand and manage your money in three simple steps: Picture your wealth A picture paints a thousand words. We help you paint your financial picture by organising all your money matters in one place. Your Welfie (Wealth + Selfie) shows you your big picture. You can drill down into more......

PlanFinder gives you the most useful search criteria to zero in on the plans nationwide. Search as broadly or as detailed as you wish. Want to find all plans maintained by physicians within 10 miles of your zip code with approximately $2,000,000 assets and fewer than 40 participants? No problem. You......

All in-one integrated solution for financial advisers Fed up with using multiple systems and trying to shoehorn our business process into software that wasn’t suitable for our sector, we decided to build our own software system that delivers everything a financial adviser needs. Completely customisable. We’ve all been there – wasting time managing......

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• Western Europe

aixigo's Planning Kit is more than financial planning software. It enables flexible and transparent planning of the customer's financial future employing high-performance algorithms. The wealth management software can be deployed as a stand-alone solution or be integrated into existing processes. The Planning Kit is designed to offer customers comprehensible and secure......

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• Western Europe

Easy access to retirement and healthcare savings balances, asset allocations and plan activity State-of-the-art user interface Quarterly site updates and enhancements The PSC simplifies plan management and maintenance. By putting the information right at their fingertips, they can see how specific segments of their plan are tracking toward an established goal....

relevant regions

• North America

PlantechHub is a new type of financial planing software advisors will use to improve plan creation, presentation and client portal. ...

This powerful application provides a view of retirement plans like never before and makes it easier to help optimize plan design. Get an unprecedented view of plan data Model plan features and costs View retirement readiness of participants Compare participant savings in the current plan versus potential plan enhancements ...

relevant regions

• North America

SIPP~Pro SIPP~Pro has evolved over 20 years of constant regulatory change to be broad and deep, meeting the multifarious needs of all SIPP providers in today’s heavily regulated and competitive market Comprehensive SIPP regulatory and administration functionality, enabling automation of target operating model via seamless integration Drives data integrity, good governance and reduces......

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• Western Europe

Financial planning made easy Personal financial planning should be simple and thorough. It’s not. Serving the next generation of consumers should be straightforward. It’s not. We’ve created something better.  We deeply understand millennials and Gen X. We seamlessly integrate with banks, advisors and credit unions. We make your relationship with your customers stronger. We’re the first and only financial app of its kind. Cue the......

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• North America

Taxes significantly impact investment returns ─ as the saying goes, “it’s not what you make, it’s what you keep.” With LifeYield, you can help clients control their tax exposure in a whole new way. Only LifeYield Portfolio Advantage looks across all of a client’s accounts and holdings and identifies the tax-smart......

Today's retirement advisor requires a well-documented, prudent process that unlocks scalability. From selecting a service provider to developing an Investment Policy Statement (IPS), to analyzing and managing investments - you need guidance and tools to ensure you deliver comprehensive solutions to your clients that are easy for you and your......

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• North America

Opportunity Network allows PE funds and VCs to find LPs and alternative financing sources efficiently by skipping intermediaries and connecting directly with decision-makers. All members go through KYC, anti-money laundering, and sanctions lists vetting procedures by financial institutions....

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

The Product Profiler has been configured to meet the needs of SEC Reg BI and PTE 2020-2. How the Product Profiler Helps Reg BI requires that an advisor act in the best interest of a client when recommending investment solutions.  The Product Profiler is designed to analyze, validate and document why the......

relevant regions

• North America

Professional features: One-time invoicing Recurring auto-billing Unlimited client accounts Multiple advisor accounts Advanced payment settings Customizable invoices, email and client portal Brand with custom logo Access to esignature Access to integrations ...

relevant regions

• North America

Goal-based financial planning software Profiles is built for flexible analysis and quick assessments that will fit into your workflow. Profiles™ makes it simple for you to show your clients their potential financial future through holistic financial analysis, FINRA-compliant reporting, and high data security. ...

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• North America

The Projections and Illustrations Software, via our Unified API Layer, consumes the required inputs and provides projections and illustrations to power customer experiences, statutory illustrations (such as SMPI and MIFID II), reporting and other communications. This feature provides both calculations and PDF reports....

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• Western Europe

Prospecting: Prospect proposal creation: UBS Partner enables client advisors to create proposals for prospects and clients by uploading external holdings and assets to the tool and simulating the situation where the client brings additional assets. Efficient prospecting: Advisors can showcase what would be possible should the client move more assets to their......

Defined Benefit Transfer and Defined Contribution Switch to overseas pension products, producing critical yields with the ability to build in custom products, tax regimes, and jurisdictions. This tool includes critical yields, the ability to build and maintain fund portfolios, compare existing fund performance vs new fund performance. We have a range......

relevant regions

• Western Europe

Modernize your advisory. Here’s how Questis helps power your digital transformation. Make coaching scalable Our coaches help you empower more people, more effectively. Grow your business Generate sales, scale your book, and help participants build wealth. Heal financial fragility Holistic financial empowerment helps people and businesses succeed. Manage accounts better Our user-friendly dashboard helps you streamline and optimize. Personalized, predictive......

relevant regions

• North America

Questis uses behavioral science to help people heal their relationships with money, so they can thrive in their roles and bring their best selves to work. Recruit, retain, and uplift talent by providing Questis as an employee benefit....

relevant regions

• North America

A time-saving tool which: Provides rapid reviews for individual and multiple clients, multiple investments and group pension arrangements. Allows users to add Bespoke Funds, with any performance data; ideal for those working with restricted investment portfolios. Includes daily data updates containing historic performance information going back 10 years. Allows users to customise the review......

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• Western Europe

Support more customers to provide for their retirement with accumulation and drawdown solutions. Give your customers control of their retirement planning by obtaining advice when they want, where they want and with the help of an adviser if needed. Make the cost to deliver advice lower while increasing profitability and retaining more customers. ...

relevant regions

• Oceania
• Western Europe

And that forecasts should provide a range of outcomes, so that the member knows their best and worst income scenario, as well as their most likely retirement income. Our sophisticated retirement income forecasting tool is powered by an intricate stochastic forecasting engine. The calculations allow for investment volatility aiding the member to......

An intelligent investment and customer management platform that makes it easier to attract and retain the emerging mass market of investors. Provide a mobile-first investment experience to enable clients to interact with and plan their retirement based on their unique goals. Make it easier for your compliance and administration employees to focus......

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• Asia
• North America
• Oceania
• Western Europe

This revolutionary tool uses current and historical Form 5500 data to deliver a comprehensive report on plan health in a format that's easily understood and communicated to plan sponsors. With the power of meaningful metrics in an attractive format, you can benchmark return on investments, participation levels, and utilization against......

In a matter of minutes, you can generate a detailed report with a side-by-side comparison that addresses the opportunities discovered in The Retirement Plan Diagnostic™. Communicate the features, benefits and overall impact of your value proposition in a concise format that's co-branded and customized to your firm's unique investment models......

Devexperts Retirement Solution consists of the back- and frontend of a system, which forecasts income for a set period of time. The system is equipped with data charting and visualization of a customer’s retirement portfolio. It demonstrates two retirement portfolio use cases: modelling of a possible situation and demonstration of a......

relevant regions

• Africa
• Asia
• Caribbean
• Central America
• Eastern Europe
• Middle East
• North America
• Oceania
• South America
• Western Europe

Pre- retirement cash flow modelling and shortfall analysis with the ability to factor in Lifetime Limit Allowance analysis.   Include a range of products, Defined Benefit Pensions, Defined Contribution Pensions, State Pension, Investments and Property, to create an Income model for retirement. ...

relevant regions

• Western Europe

Why Partner with Paychex? All-in-One Solution Best-in-class Payroll Integration When you recommend Paychex to your clients, they can be assured of the streamlined simplicity of our Paychex Flex® solution.  Using a single employee record across all of our services, payroll and retirement are wholly integrated. This helps clients save time and cost, improve......

relevant regions

• North America

Effective retirement plan solutions for your clients E*TRADE Advisor Services offers defined contribution plans with state-of-the-art technology and a completely open investment platform. Retirement solutions include: Full-service recordkeeping, plan administration, and custodial services Plan design and support Plan documents and forms Participant enrollment materials and education Fiduciary support services We provide complete support services to help your......

relevant regions

• North America

This quick, simple and visual retirement income planning software can be used to create colorful illustrations that captivate your clients, build rapport, and enhance your sales efforts. Advisors and agents are using this to sell annuities, wealth management, life insurance, LTCi, annuities, indexed universal life, rollovers, 401k plans, reverse mortgages, disability or......

Interactive Retirement Planning Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Tax-Efficient Strategies Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy—explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Social......

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• North America

Our software solves the problem of how financial advisors can remain relevant and profitable in a world where investment management is becoming a technology and cost-driven activity that will leave little margin for advisors. We do this by helping advisors reinvent themselves to become life-centered planners, which simply means they put......

RUTH Is an innovative predictive AI/ML technology that contextualizes the way compliance and risk professionals assess actual and potential risks efficiently and effectively. RUTH collects the KYC consumer, product and transaction data from a firm. This information is measured against the regulatory requirements for suitability, Reg BI and/or fiduciary parameters and......

relevant regions

• North America

Centralised personal and business financials One solution for managing your clients’ personal and business affairs all in one place. Integrated wealth management for advisers Integrated and consolidated view of all your clients financial position in real time to better manage clients’ affairs. Advise clients using real time data Automated feeds from banks, superannuation, property, share......

relevant regions

• Oceania

Keep planning simple with Silver Spend less time creating plans and more time on what really matters Silver is an easy, effective solution for busy planners. Silver's intuitive navigation and clear reports allow you to spend more time with clients and less time creating financial plans. Instant, side-by-side scenario comparisons allow for rich......

In most cases, you can offer excellent options to meet their needs. However, what happens when a client operates a small business and wants the tax advantages of a 401k? All of a sudden, there are few good answers. You could direct them to a traditional 401k provider, but most offer......

relevant regions

• North America

SUPERCentral SMSF Deed & Update Services Our unique update process reduces compliance risk, with all your SMSFs on the one set of SUPERCentral Governing Rules your firm also gains administration time and opportunity cost savings. You can also update all your SMSF’s to the SUPERCentral system through a simple update process......

Make sure that you're on track to achieve your goals Interactive dashboard See a high-level, visual representation of where you are versus where you've planned to be. Account-by-account breakdown Easily find out which accounts are performing like rock stars - and which have hit rock-bottom....

relevant regions

• North America
• Oceania
• Western Europe

Social Security is an important source of retirement income for many investors. However, most people do not know when they should begin taking benefits versus turning to other assets, and filing for benefits at the wrong time can be costly. Help guide your clients to get the most out of......

The Social Security Maximizer™ standard version is free for all financial advisors. The premium version that gives unlimited access and customized client reports is available for a nominal fee. This software allows financial advisors to maximize the Social Security benefits for their clients. With its intuitive user interface, the tool......

Designed by advisors, for advisors, the patented Social Security Timing software will help you expertly streamline the complexities of Social Security into powerful solutions that will maximize client trust and satisfaction. Patented technology and support team simplify Social Security for you and clients When you subscribe to Social Security Timing® software, you get......

What you need to know after the rules change Even after the rule change, Social Security is still complicated. We still make it simple. Go beyond the basics With the SSAnalyzer, you get more advanced features and tools like our Coordinate Tab and tax calculators. Be an expert without the work The SSAnalzyer makes it easy......

relevant regions

• North America

The Suggestion Engine can be used in two ways: Quickly assess the top needs and priorities of a client using a smart questionnaire.  Use existing data on the entire book of business to identify high priority needs and opportunities across an entire client-base. Smart Questionnaire For new clients or prospects, the Suggestion Engine uses......

relevant regions

• North America

To avoid people being unprepared for retirement, it's more important than ever to ensure that financial advisers have all the relevant facts and figures at their fingertips so they can provide the best advice to their customers. Synaptic Analyser is a great addition to our easy to use set of products,......

relevant regions

• Western Europe

Clients often don’t understand the relationship between ordinary and capital incomes, leading to potentially significant tax inefficiency in their retirement strategy. With Tax Clarity, you can provide tax alpha and quickly identify sub-optimal situations, showing clients how to make retirement decisions in the most tax-efficient way. To talk taxes with clients, you......

The Taxficient Score is like a credit score, but instead of measuring credit worthiness, it assesses the tax-efficiency of your clients’ accounts. It looks at all of a client’s accounts – including 401(k), IRA Rollovers, Roth IRA, brokerage – and gauges the current tax-efficiency of their asset location across all......

Know what the IRS knows with the press of a button. Insights - IRS Health Check Know where you or your client stands with the IRS with actionable, personalized data and insights. IRS Records - Digital Tax Records With the press of a button, securely and instantly share records with your advisors, banks, lender, and tax professionals. Monitoring......

relevant regions

• North America

The Big Picture is web-based software that helps financial advisors build trust with investors by evaluating their down-market preparedness. The software reconstructs the investment experience of nearly one thousand retirees, each retiring on the first of the month from January 1926 onward. Would their portfolio have survived history’s worst conditions, such as......

The next big thing in retirement income planning is here. You can make any retirement plan look good on paper, but what is the probability that the plan will prove to be successful for your client? The Bucket Bliss Index is a new tool embedded in Bucket Bliss Advisor that......

relevant regions

• North America

Embark is a new, retirement focused platform for financial advisers, designed to help you to unlock new, profitable client segments via easy to use and reliable technology. Although Embark is a new platform, it is part of the Embark Group, an independent and adviser focused provider with £11.4 bn assets under......

In 2010, Steve Goldstein teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. Steve and Brooke continuously develop software solutions, with an eye on the simplicity necessary to generate both advisor and client understanding. Our goal from day one has been to provide you with......

Timeline is a web app. It works on any browser, on any device! No download required. Timeline app isn’t a crystal ball. It uses extensive academic research, historical returns and mortality data to assess how a retirement strategy might fare under various market conditions....

Handle the complications of client financial situations with highly flexible planning data and comprehensive reports TOTAL's in-depth planning captures and analyzes your client's current financial situation and illustrates impacts of important decisions on your client's financial future. Cover the planning needs of all your clients and choose the most suitable approach for your......

Touchstone Pathway is a comprehensive suite of tools that helps financial planning clients map out (and stick to) a long term financial game plan. Based on years of behavioral research, Touchstone Pathway offers financial advisors a complete system to grow client relationships by uncovering hidden beliefs that are shaping their clients'​......

relevant regions

• North America

We’re making estate planning simple, affordable, and accessible with a design-first approach and amazing customer support. We have tens of thousands of happy customers using our complete suite of products nationwide. We’re enabling every American to create a plan that fits their family, their life, and their legacy.  We’re backed by......

Truth® and Truth® Pro’s cash flow modelling tools allow you to show clients a projection of their financial future, helping them to visualise, take stock, and take action. You can access our software from almost any internet-enabled device including iPad, Microsoft Surface, Windows PCs and Macs. Our comprehensive client-facing, practice management, and back office......

relevant regions

• Western Europe

UGRU is the #1 CRM financial practice management suite and is the best CRM financial planning software. It is a full featured, integrated financial CRM with sales force automation including contact management, sales forecasting, and sales pipeline management. Marketing automation includes mass email, drip campaigns, campaign analytics, and workflow automation. The......

Digital financial planning Save time and deliver a better client experience with information that’s easy to enter and access anywhere, anytime. Clear and transparent advice Help clients see, and better understand, key scenarios and decisions with simple and powerful visualisations of your advice. Better client collaboration Share plans with ease and collaborate more effectively with......

relevant regions

• Asia
• Middle East

With Vanilla’s estate planning software for financial advisors, you can deepen client relationships, expand share of wallet, and win new business by providing differentiated estate planning advice....

relevant regions

• North America

Vanilla helps in-house wealth and estate planners simplify the estate planning process with guided templates and workflows for abstracting key information from trust and estate documents....

relevant regions

• North America

Modernize your retirement practice Rather than replacing advisors, we believe technology plays a vital role in helping you better deliver financial planning and advice. Vestwell is designed to work as an extension of your advisor firm so you can more efficiently service your clients. We can help design the right plan for your clients. Benchmark the plan We'll......

relevant regions

• North America

Complete Enterprise Solutions Voyant has created tailor-made solutions for some of the world's top enterprises, including Bank of Montreal, Lloyds Bank, and St. James's Place. Our team of engineers and artists turn visions into thriving products. Samples of past projects available upon request. When you work with Voyant's enterprise solutions, you're......

relevant regions

• North America
• Oceania
• Western Europe

Here's the problem with most financial plans:  They're not plans at all. They are recommendations for a current investment allocation. Wealthbalancer from Northfield Information Services uniquely provides a year-by-year projection of how the investment allocation should evolve over time to reflect anticipated changes in life circumstances, such as college education, long-term care for......

Keeping up-to-date can be difficult and time consuming. Knowing where to go for reliable answers when you need them is critical. wealthdigital (powered by Desk Caddie) provides a quick and easy solution for businesses of all sizes. And its unique goals-based strategy planning tool has the power to strengthen client relationships......

relevant regions

• Oceania

WealthIQ is a huge time-saver. Asset allocation strategies, investment portfolio templates and investment plans are all easy to create. With workflow improvement and compliance monitoring, advisors can focus on client interactions. Faster asset acquisition As every sales advisor knows, creating financial portfolio proposals eats up time. The WealthIQ financial portfolio proposal generation......

relevant regions

• Asia
• North America
• Western Europe

The Wealth Planner™ is a sophisticated yet intuitive planning platform that allows financial advisors to efficiently create both goals based and cash flow based financial plans. This online platform can be accessed via all leading web browsers on most computing devices, including smartphones and tablets, running on different operating systems (Windows, Mac, iOS, Android).......

Moody’s Analytics Wealth Scenario Generator is a modeling engine that provides support for your financial planning and investment decision making. It provides the modeling framework required to illustrate the likely range of financial outcomes for any investment strategy and cash-flow profile. This allows for the comparison of risk and return......

Improve efficiency:  Connect | Analyze | Plan Automatically link and update all of your clients' accounts held anywhere (powered by Wealthica). Use our proprietary portfolio scoring to analyze one investment account or group several together for a big picture analysis. Create customizable retirement plans and test alternate investing scenarios. Spend more time......

Transform the way your clients view and interact with their finances. Cashflow planning can be viewed at a high level and quickly show how strategies can impact the client’s assets and drill down to the cashflow detail as needed. Advisors can even demonstrate the transition of wealth between generations, the......

relevant regions

• North America

WealthTec® Suite is a dynamic wealth planning system that can be used effectively in serving everyone from the mass affluent to high-net worth and ultra high-net worth clients. It combines strategic and tactical modeling tools and presentations into a single, robust planning suite that is second to none in the......

For advisors There is finally a financial and retirement planning solution for advisors that doesn't take hours of training. With our intuitive interface you can get started on your financial and retirement plans right away. Cut the time you spend building plans by more than half. Link all of your clients' accounts......

If your company needs Internet-based financial planning software, then consider our comprehensive and simple to use WebCalcs® software. We brand it to match your website. We host it. We maintain it. You just link to it....

Our mission is to help older adults and their families make better financial decisions by implementing health care into wealth planning. Our cloud-based applications enable financial advisers to create and implement financial caretaking plans, monitor financial decision making concerns, estimate health care costs, and identify risks of financial fraud. Some of our......

Together, FNZ works with employers to deliver quality saving and retirement solutions that help attract and retain talent, whilst ensuring all stakeholders have the key information they need at their fingertips. Addressing modern challenges Over the years, saving for retirement has become more challenging for employees. This creates a growing problem for......

Modules and tools for all your needs Whatever your business needs, Yourefolio provides options to help with simple yet effective tools, modules and intangibles that provide distinct benefits for your practice. Engage clients and prospects by “stress testing” their estate plan The first of its kind “stress test” provides prospects and clients with an understanding......

relevant regions

• North America