uk adviser software market assessment - finance ......2018/06/18 · f&trc are to provide the...
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page 1FINANCE & TECHNOLOGY RESEARCH CENTRE
FINANCE & TECHNOLOGY RESEARCH CENTRE
UK Adviser Software Market Assessment - Synopsis
June 2018
page 2FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
Technology which is available to adviser firms has evolved at a rapid rate over the last few years. It is still not perfect but it does offer more value than it used to.
Adoption of technology by adviser firms is now far greater than it has ever been. Possibly the greatest challenge is keeping track of what is available and the differences between the various offerings.
Our UK Adviser Software Market Assessment report has been developed over the past twelve months and provides analysis on:
F&TRC UK Adviser Software Market Assessment
• All the different types of software used by adviser firms,
• The role of each in the advice process, particularly in the context of product selection,
• An overview of the market share and key customers for the leading players in each sector
• Which technology solutions integrate with each other
• Which technology solutions integrate with different life offices & platforms
• Analysis of key functionality from each of the software products included in the study
The document provides over 140 pages of insight and analysis which is updated on a monthly basis.
page 3FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
Testimonials for the report
“Every product provider, platform and asset manager should have this document. It is the best summary I have seen of how technology is actually used within adviser firms and what the technology is that really makes a difference. An important insight to help both strategic and day to day decisions.”
Tim Walton, E-commerce Integration Manager
“The Adviser Software Insights research brings together an unparalleled level of information on how advisers use technology in their businesses. We find the study and our regular workshops with F&TRC a huge benefit in planning our technology strategy.“
Mark Peters, Head of Market Management, UK Life
“The comprehensive and informed analysis in the Adviser Software Insights report is complemented by the significant understanding Ian and his team has of the adviser marketplace. Highly recommend.”
Nick Eatock, Executive Chairman & Founder
page 4FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
Companies already covered in this study include:
Companies included in the study
page 5FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
Table of Contents
Content Slide No Content Slide No
The investment and pension advice processA high level overview of the key stages an adviser would go through when providing advice where technology could provide assistance.
Wealth Client Management Systems (CMS)
An overview of functionality and hygiene factors 29
The investment and pension accumulation advice process 10 How they add value 30
The investment and pension Decumulation advice process 11 How they influence product/fund selection 31
Know your client 12 Market leaders and high level functionality they provide (Overview) 32
Risk profiling 13 CMS provider 1 33
Understanding existing investments (inc. aggregation) 14 CMS provider 2 33
The role of different types of aggregation 15 CMS provider 3 34
Portfolio review and construction 16 CMS provider 4 35
Ongoing reviews 17 CMS provider 5 36
The mortgage and protection advice processA high level overview of the key stages an broker would go through when providing advice where technology could provide assistance.
CMS provider 6 37
CMS provider 7 38
The protection advice process 19 CMS provider 8 38
The mortgage advice process 20 CMS provider 9 39
Know your client 21 CMS provider 10 40
The key types of adviser software & market leadersA detailed look at the different types of adviser software available in the UK and how each can benefit advisers. This also considers the different vendors in the market, the software types they offer and the functionality they provide.
Platform Integrations 41
Life & Pension integrations 44
DFM/Asset Manager integrations 46
An overview of Investment & Pension Back office & Client Facing Tools 25 Financial planning tool integrations 49
An overview of Investment & Pension Financial Planning tools 26
An overview of Protection Software Vendors 27
An overview of Mortgage Software vendors 28
page 6FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
Table of Contents (Cont.)
Content Slide No Content Slide No
Mortgage Client Management Systems Personal Financial Management
An overview of functionality and hygiene factors 52 An overview of functionality and hygiene factors 69
How they add value 53 How they add value 70
Market leaders and high level functionality they provide (Overview) 54 Market leaders and high level functionality they provide (Overview) 71
Mortgage CMS provider 1 55 PFM provider 1 72
Mortgage CMS provider 2 56 PFM provider 2 72
Mortgage CMS provider 3 56 PFM provider 3 73
Mortgage CMS provider 4 57 PFM provider 4 73
Client Portals PFM provider 5 73
An overview of functionality and hygiene factors 58 Risk Profiling Tools
How they add value 59 An overview of functionality and hygiene factors 74
Market leaders and high level functionality they provide (Overview) 60 How they add value 75
Client Portal supplier 1 61 How they influence product/fund selection 76
Client Portal supplier 2 61 Market leaders and high level functionality they provide (Overview) 77
Client Portal supplier 3 62 Risk Profiling Tool supplier 1 78
Client Portal supplier 4 62 Risk Profiling Tool supplier 2 78
Client Portal supplier 5 63 Risk Profiling Tool supplier 3 79
Client Portal supplier 6 64 Risk Profiling Tool supplier 4 79
Client Portal supplier 7 65 Risk Profiling Tool supplier 5 80
Client Portal supplier 8 66 Risk Profiling Tool supplier 6 80
Client Portal supplier 9 67 Risk Profiling Tool supplier 7 80
Client Portal supplier 10 67 Risk Profiling Tool supplier 8 81
Client Portal supplier 11 68 Risk Profiling Tool supplier 9 82
Client Portal supplier 12 68 Risk Profiling Tool supplier 10 83
page 7FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
Table of Contents (Cont)Content Slide No Content Slide No
Quotation Portals (Protection and Annuity) Mortgage Sourcing Systems
An overview of functionality and hygiene factors 124 An overview of functionality and hygiene factors 145
How they add value 125 How they add value 146
How they influence product/fund selection 126 How they influence product/fund selection 147
Market leaders and high level functionality they provide (Overview) 127 Market leaders and high level functionality they provide (Overview) 148
Quotation Portal supplier 1 128 Mortgage Sourcing System supplier 1 149
Quotation Portal supplier 2 128 Mortgage Sourcing System supplier 2 150
Quotation Portal supplier 3 129 Mortgage Sourcing System supplier 3 150
Quotation Portal supplier 4 130 Mortgage Sourcing System supplier 4 151
Quotation Portal supplier 5 131 Mortgage Sourcing System supplier 5 151
Quotation Portal supplier 6 132 Mortgage Sourcing System supplier 6 152
Quotation Portal supplier 7 133 Mortgage Sourcing System supplier 7 153
Quotation Portal supplier 8 134 Wealth Management Systems
Quotation portal provider accessibility 135 Market leaders and high level functionality they provide (Overview) 154
Research Systems (Investment & Protection) Wealth Management Systems supplier 1 155
An overview of functionality and hygiene factors 139 Wealth Management Systems supplier 2 156
How they add value 140 Wealth Management Systems supplier 3 157
How they influence product/fund selection 141 Wealth Management Systems supplier 4 158
Research Systems supplier 1 142 Wealth Management Systems supplier 5 159
Research Systems supplier 2 142 Wealth Management Systems supplier 6 159
Research Systems supplier 3 142 Wealth Management Systems supplier 7 160
Research Systems supplier 4 143 Wealth Management Systems supplier 8 161
Research Systems supplier 5 143 RegTech Systems
Research Systems supplier 6 144 Market leaders and high level functionality they provide (Overview) 162
RegTech Systems supplier 1 162
page 8FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
UK Adviser Software Market Assessment - updates
The last three updates (first publication was July 2016) include:
March 2018 April 2018 May 2018
Investment & Pension Back Office and Client Facing Tools• Voyant Snapshot (added)
Investment & Pension Financial Planning and Research Tools• Voyant Adviser (added)• Voyant AdviserGo (added)
Financial Planning Tool Integrations• Intelliflo (updated)• New sections added
Mortgage Client Management System Market Leaders• 360dotnet (updated)
Client Portal Market Leaders• 3602dotnet (updated)• Voyant Snapshot (added)
Financial Planning/Cash Flow Modelling Market Leaders• Voyant Adviser (added)• Voyant AdviserGo (added)
Investment & Pension Financial Planning and Research Tools• Defaqto Engage (updated)• Prestwood (updated)
Protection Market Leaders and the tools they provide• Defaqto Engage (updated)• Prestwood (updated)
Non client Management Systems – Platform Integrations• Prestwood (updated)
Financial Planning Tool Integrations• Defaqto Engage (added)• Prestwood Truth (added)
Client Portal Market Leaders and Functionality• Moneyhub (updated)• Moneyinfo (updated)
Personal Financial Management Market Leaders• Banking Aggregation – Open Banking (new section)
Risk Profiling Market Leaders and Functionality• Defaqto Engage (added)• Evalue (updated)
Financial Planning/Cash Flow Modelling Market Leaders• Defaqto Engage (added)• Prestwood Truth (updated)
Financial Planning Tool Integrations• Intelligent Office (updated)• Finametrica (updated)• Moneyhub (added)
Client Portal Market Leaders and Functionality• Intelliflo Personal Finance Portal (updated)
Risk Profiling Market Leaders and Functionality• Synaptic Modeller (updated)
Financial Planning/Cash Flow Modelling Market Leaders• Synaptic Analyser (updated)
Transfer Analysis Market Leaders and Functionality• Synaptic Comparator (updated)
Quotation Portal Market Leaders and Functionality• iPipeline SolutionBuilder (updated)
Research System Market Leaders and Functionality• Synaptic Product & Fund (updated)
RegTech Market Leaders and Functionality• Engage Insight – Model Office (updated)
Please see Appendix 1 at the end of this document for details of previous updates since the report was first published.
page 9FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
Subscription costs
Pathfinder Reports plus online access/updates Initial Cost On-going Monthly Updates (min 11 months)*
UK Adviser Software Market Assessment (with updates) £3,000 + VAT + £500 + VAT per month
UK Adviser Software Market Assessment (one off report without updates)
£5,000 + VAT
Optional Extras
Half day workshop to review report and identify priorities for
relationships with Adviser Software providers with 2 F&TRC
consultants
£2,750 + VAT**
Ongoing quarterly meetings (est. 2½ hours) to review market
developments and how they impact your strategy with 2 F&TRC
consultants
£1,875 + VAT per quarter **
Access to the reports will be provided via personalised PDF files.
* The monthly subscription basis operates on an initial joining fee of £3,000 plus VAT and an ongoing subscription of £500 plus VAT per month (minimum period 11 months).
** Pricing for meetings within the M25 or via video conference. Meetings held outside the M25 will be charged at a higher day rate and we will request reimbursement of travel expenses.
page 10FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
F&TRC are to provide the latest version of our UK Adviser Software Insights report plus a minimum of eleven monthly updates to this report. The report provides an overview of the UK adviser software market and is updated monthly to reflect recent developments.
In purchasing the report indicated overleaf we accept the following:
1. The report will be prepared by F&TRC in good faith using our market experience and understanding. It will represent our view of the market however we cannot accept any responsibility for the date or other information included. F&TRC cannot accept any liability or be responsive for any decision taken based on the content of the report or related discussions.
2. The research report and monthly updates will be supplied as a personally watermarked digital files (PDF) and we undertake to treat the contents as confidential.
3. We will provide F&TRC with a list of any individuals within our organisation who require copies of the initial report and updates.
4. _______________________ [insert name of organisation] agree that in purchasing this report it will be used solely for internal use and will not be distributed outside of our organisation.
5. No part of the report may be extracted and used in any third party collateral without the prior written agreement of F&TRC. If use of the report contents in this manner is agreed it will only be for limited extracts.
6. Invoiced will be issued monthly and are payable within 14 days.
Where the company is using external advisers/consultants/contractors and wishes to share elements of the F&TRC research with such advisers the company agrees to obtain a specific undertaking from such advisers/consultants/contractors that they will not use the F&TRC reports for any other purpose than the work being carried out for _______________________ [insert name of organisation] and that the external advisers/consultants/contractors will destroy/delete any copies of the F&TRC reports after use.
7. Any unauthorised distribution renders the distributor liable for the cost of the document distributed for each third party they are passed on to.
8. Upon signing this order form you are committing to subscribe to the Insight report for a minimum period of 12 months. To terminate this arrangement you must supply 3 months notice in writing.
9. This agreement is governed by the laws of England and Wales and is subject to the exclusive jurisdiction of the English Courts.
UK Adviser Software Assessment – Terms & Conditions and Confidentiality
page 11FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
Ian McKenna, Director - F&TRC
020 3740 0000
07901 555515
Finance & Technology Research CentreUnited House North Road London N7 9DP Tel: 020 3740 0000
www.ftrc.cowww.digitalwealthinsights.comwww.advisersoftware.com www.adviserforum.com
Finance & Technology Research CentreDigital Wealth Insights
@F_TRC@DWealthInsights
Finance & Technology Research Centre
Follow us on social media:
https://uk.linkedin.com/in/iamckenna
@ianmckennaftrc
Adam Higgs, Lead Analyst, UK Adviser Software Market Assessment report
020 3457 9988
https://www.linkedin.com/in/adamphiggs/
@wealthtechad
Contact details
page 12FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
Appendix 1: Summary of previous updates
page 13FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
UK Adviser Software Market Assessment - updates
The last three updates (first publication was July 2016) include:
January 2018 February 2018 March 2018
Investment & Pension back office and client facing tools• Advicefront (added)
Investment & Pension financial planning and research tools• Advicefront (added)• SimplyBiz Centra (added)
Protection Market Leaders• SimplyBiz Centra (added)
Non Client Management System Platform Integrations• Advicefront (added)
Financial Planning Tool Integrations• SimplyBiz Centra (added)
Risk Profiling Market Leaders• SimplyBiz Centra (added)
Financial Planning/Cash Flow Modelling Market Leaders• Advicefront added)• SimplyBiz Centra (added)
Portfolio Analysis Market Leaders• SimplyBiz Centra (added)
Mortgage Sourcing Market Leaders• Twenty7Tec (updated)
Protection Market Leaders• CalQLife (added)
Mortgage Market Leaders• Intelliflo (updated)• MortgageBrain (updated)
Wealth Client Management System Market Leaders• Intelliflo (updated)
Client Management System Platform Integrations• Intelliflo (updated)
Client Management System Life & Pension Provider Integrations• Intelliflo (updated)
Client Management System DFM/Asset Manager Integrations• Intelliflo (updated)
Financial Planning Tool Integrations• Intelliflo (updated)
Mortgage Client Management System• Intelliflo (updated)
Financial Planning/Cash Flow Modelling Market Leaders• CalQLife (added)
Investment & Pension Back Office and Client Facing Tools• Voyant Snapshot (added)
Investment & Pension Financial Planning and Research Tools• Voyant Adviser (added)• Voyant AdviserGo (added)
Financial Planning Tool Integrations• Intelliflo (updated)• New sections added
Mortgage Client Management System Market Leaders• 360dotnet (updated)
Client Portal Market Leaders• 3602dotnet (updated)• Voyant Snapshot (added)
Financial Planning/Cash Flow Modelling Market Leaders• Voyant Adviser (added)• Voyant AdviserGo (added)
page 14FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
UK Adviser Software Market Assessment - updates
September 2016 October 2016 November 2016
Market Leaders & the tools they provide• Two supplier entries updated• One new supplier added
Client Management Systems Market Leaders & Functionality• New content added to report
Platform Integrations• Two supplier entries updated
Financial Planning Tool Integrations• One supplier entry updated
Client Portal Market Leaders & Functionality• Two supplier entries updated• Two new suppliers added
Personal Financial Management• New content added to report
Risk Profiling Market Leaders & Functionality• One supplier entry updated
Investment & Pension Market Leaders & the tools they provide• One supplier entry updated• Two new suppliers added• Tables in this section segregated for additional clarity
Mortgage & Protection Market Leaders & the tools they provide• Three new suppliers added• Tables in this section segregated for additional clarity
Client Management Systems Market Leaders & Functionality• One supplier entry updated
Platform Integrations• One supplier entry updated
Life & Pension Provider Integrations• One supplier entry updated
Client Portal Market Leaders & Functionality• Two supplier entries updated
Risk Profiling Market Leaders & Functionality• One supplier entry updated
Cash Flow Modelling/Retirement Planner Market Leaders & Functionality• One new supplier added
Quotation Portal Market Leaders• Tables in this section segregated for additional clarity
Mortgage Sourcing Systems• New content added to report
Investment & Pension Market Leaders & the tools they provide• One supplier entry updated
Mortgage & Protection Market Leaders & the tools they provide• Two supplier entries updated• One new supplier added
Wealth Client Management Systems Market Leaders & Functionality• One supplier entry updated
Platform Integrations• One supplier entry updated• One new supplier added
Life & Pension Provider Integrations• One new supplier added
Financial Planning Tool Integrations• Two new suppliers added
Mortgage Client Management Systems • New content added to report
Client Portal Market Leaders & Functionality• Two new suppliers added
Quotation Portal Market Leaders• Two supplier entries updated
Mortgage Sourcing System Market Leaders & Functionality• One supplier entry updated
page 15FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
UK Adviser Software Market Assessment - updates
December 2016 January 2017 February 2017
Investment & Pension Market Leaders • One supplier entry updated
Mortgage & Protection Market Leaders• Three supplier entries updated
Wealth Client Management Systems Market Leaders • One new supplier added
Risk Profiling Market Leaders• One supplier entry updated
Risk Profiling Market Leaders & Functionality• One supplier entry updated
Transfer Analysis Market Leaders & Functionality• One supplier entry updated
Research Market Leaders & Functionality• One supplier entry updated
Wealth Management Software Market Leaders• New content added to report
Wealth Management Market Leaders & Functionality• Three new suppliers added
Investment & Pension Market Leaders• Two supplier entries updated• Two new suppliers added
Mortgage & Protection Market Leaders• Two supplier entries updated• Two new suppliers added
Wealth Client Management Systems Market Leaders • Two new suppliers added
Integrations• Two new suppliers added
Client Portal Market Leaders• Two new suppliers added
Risk Profiling Market Leaders• One supplier entry updated• One new supplier added
Cash Flow Modelling/Retirement Planner Market Leaders• Two supplier entries updated
Switching Analysis Market Leaders• Two supplier entries updated
Quotation Portal Market Leaders• One supplier entry updated
Research Systems Market Leaders• Two supplier entries updated
Wealth Management Market Leaders • Three new suppliers added
Investment & Pension Market Leaders• One new supplier added
Mortgage & Protection Market Leaders• Three new suppliers added
Wealth Client Management Systems Market Leaders • One new supplier added
Wealth Client Management Systems• New content added to report
Research Market Leaders• One supplier entry updated
Mortgage Sourcing Systems Market Leaders• Three new suppliers added
Mortgage Sourcing Systems• New content added to report
Wealth Management System Market Leaders • One supplier entry updated
Wealth Management Systems• New content added to report
page 16FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
UK Adviser Software Market Assessment - updates
March 2017 April 2017 May 2017
Investment & Pension Market Leaders • Three new suppliers added
Mortgage & Protection Market Leaders• Two new suppliers added
Client Management System - Platform Integrations • Four supplier entries updated
Non-client Management System - Platform Integrations • New content added to report• Two supplier entries updated• Four new suppliers added
Client Management Systems – Life & Pension Integrations• Five new suppliers added• Eight supplier entries updated
Non-client Management System – Life & Pension Integrations • New content added to report• Two supplier entries updated• Two new suppliers added
Client Management System – DFM/Asset Manager Integrations • New content added to report
Non-client Management System – DFM/Asset Manager Integrations • New content added to report
Cash Flow Modelling/Retirement Planner Market Leaders• One new supplier added
RegTech Market Leaders• One new supplier added
Investment & Pension Market Leaders• One new supplier added
Mortgage & Protection Market Leaders• One new supplier added
Wealth Client Management Systems Market Leaders • Three supplier entries updated• One new supplier added
Financial Planning Tool Integrations• Two new suppliers added
Mortgage Client Management Systems Market Leaders• One supplier entry updated
Client Portal Market Leaders• One supplier entry updated
Risk Profiling Market Leaders• One new supplier added
Quotation Portal Market Leaders• One supplier entry updated• One new supplier added
Investment & Pension Market Leaders• One supplier entry updated• Two new suppliers added
Mortgage & Protection Market Leaders• One supplier entry updated• Two new suppliers added
Wealth Client Management Systems Market Leaders • Two supplier entries updated
Client Management Systems – Platform Integrations• One supplier entry updated
Non-client Management System - Platform Integrations • One supplier entry updated
Client Management Systems – Life & Pension Integrations• One supplier entry updated
Mortgage Client Management Systems Market Leaders• One supplier entry updated
Client Portal Market Leaders• Two supplier entries updated
PFM Market Leaders & Functionality• Two supplier entries updated
Cash Flow Modelling/Retirement Planner Market Leaders• One new supplier added
Quotation Portal Market Leaders• One supplier entry updated
Mortgage Sourcing Market Leaders• One supplier entry updated
page 17FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
UK Adviser Software Market Assessment - updates
June 2017 July 2017 August 2017
Investment & Pension Market Leaders • One new supplier added
Mortgage & Protection Market Leaders• One new supplier added
Wealth Management Market Leaders & Functionality• Two supplier entries updated
Client Management Systems – Life & Pension Integrations• Two supplier entries updated
Risk Profiling Market Leaders & Functionality• One new supplier added
Cash Flow Modelling/Retirement Planner Market Leaders• One new supplier added
Quotation Portal Market Leaders• One new supplier added
Quotation Portals• New content added to report
Investment & Pension Market Leaders• One new supplier added
Non-client Management System - Platform Integrations • Two supplier entries updated
Non-client Management System – Life & Pension Integrations • Two supplier entries updated
Financial Planning Tool Integrations • One supplier entry updated
Mortgage Client Management Systems Market Leaders• One supplier entry updated
Client Portal Market Leaders• Two supplier entries updated• Two new suppliers added
Portfolio Rebalancing Market Leaders• New content added to report• One new supplier added
Quotation Portal Market Leaders• One supplier entry updated
Mortgage Sourcing Market Leaders• One supplier entry updated
Wealth Management Systems Market Leaders • Three new suppliers added
Investment & Pension Back Office and Client Facing Tools• New content added to report• One new supplier added
Investment & Pension Financial Planning & Research Tools• New content added to report• Five new suppliers added
Protection Market Leaders• Tables in this section segregated for additional clarity• Three supplier entries updated
Mortgage Market Leaders• Tables in this section segregated for additional clarity
Wealth Client Management Systems Market Leaders • One supplier entry updated
Client Management Systems – Platform Integrations• One new supplier added
Financial Planning Tool Integrations • One new supplier added
Mortgage Client Management Systems Market Leaders• One supplier entry updated
Client Portal Market Leaders• One supplier entry updated
Cash Flow Modelling/Retirement Planner Market Leaders• Three new suppliers added
Portfolio Analysis• New content added to report• Two new suppliers added
Rebalancing Market Leaders• One new supplier added
Quotation Portal Market Leaders• One supplier entry updated
Mortgage Sourcing Market Leaders• Two supplier entries updated
page 18FINANCE & TECHNOLOGY RESEARCH CENTRE
F&TRC UK Adviser Software Market Assessment - Synopsis © F&TRC 2018
UK Adviser Software Market Assessment - updates
September 2017 October 2017 November 2017
Investment & Pension Back Office and Client Facing Tools• One new supplier added
Wealth Client Management Systems Market Leaders • One supplier entry updated
Non-client Management System - Platform Integrations • One new supplier added
Client Portal Market Leaders• One new supplier added
Cash Flow Modelling/Retirement Planner Market Leaders• Three supplier entries updated• One new supplier added
Portfolio Analysis Market Leaders• One supplier updated• One new supplier added
Portfolio Rebalancing Market Leaders• One new supplier added
Quotation Portal Market Leaders• One new supplier added
Wealth Management Systems Market Leaders • One supplier entry updated
Investment & Pension Financial Planning & Research Tools• Two new suppliers added
Mortgage Market Leaders• Two supplier entries updated• Two new suppliers added
Wealth Client Management Systems Market Leaders • One supplier entry updated
Non-client Management System - Platform Integrations • One new supplier added
Financial Planning Tool Integrations • One supplier entry updated
Cash Flow Modelling/Retirement Planner Market Leaders• One new supplier added
Portfolio Analysis Market Leaders• One new supplier added
Portfolio Rebalancing Market Leaders• One new supplier added
Mortgage Application Market Leaders• One new supplier added
Mortgage Application Lender Accessibility• New content added to report
Investment & Pension Financial Planning & Research Tools• Two supplier entries updated
Wealth Client Management Systems Market Leaders • One supplier entry updated
Financial Planning Tool Integrations • One supplier entry updated
Cash Flow Modelling/Retirement Planner Market Leaders• Two new suppliers added
Switching Analysis Market Leaders• One supplier entry updated
Quotation Portal Market Leaders• One new supplier added