We went live!

Thank you for joining us at our ‘We Are Live’ event! We hope you enjoyed yourselves as much as we did. As promised, here is a reminder of the technology we showcased on the night plus, you can catch up on the full show here so feel free to share with your colleagues!

We’d also love your feedback, so please share your thoughts with us by clicking the button below.

 

We updated you on our We Are Change initiative including being inundated with applications in the first 5 days and the inspirational stories behind our first cohort.

A big thank you again to our lovely sponsors so far. To invest in the future of finance and sponsor a trainee yourself, just click below.

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You were lucky to get a sneak peek at our brand new app from The Art of Finance. As a thank you for joining us, we’re giving you free access to the R0 question bank of your choice!

Our app will be live any day now, so click the link below to get your freebie.

I'd like a free question bank

Apricity

Apricity is a fresh approach to compliance, working with financial advisers to embed technology and structure within their firm, to ensure they are at all times, naturally compliant.

The Apricity team understand how compliance can help protect and enhance a firm, and believe that technology can be used to remove much of the administration burden, leaving you to focus on embedding the great culture and practices in your business that will naturally result in it being compliant.

Whether you choose our Lite offering and simply adopt our technology to enhance your existing compliance support, or you choose the Managed service and benefit from our pragmatic, practical support, wrapped around the technology, you can benefit from our innovative approach.

Click here to get your free trial, or here to book in your free 1 hour consultation.

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Adviser Cloud

Adviser Cloud believe that simplicity is the key to success. They specialise in intuitive and simple Financial Adviser software that helps to reduce costs, increase efficiency and provide exceptional client experience.

They have numerous integrations using API. Adviser Cloud utilises the latest technology to provide the most contemporary and efficient way to manage your clients.

Adviser Cloud will guarantee beating your current CRM costs by 40%.

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Digital Wealth Systems

Digital Wealth Systems provide a range of carefully and professionally managed investment portfolios which include Hybrid, Passive and ethical portfolios. They use the latest technology to deliver an Investment Platform to support IFA’s in the delivery of service – making advice under the current legislative processes affordable for all.

Finally, they offer a traditional ‘wrap’ platform combined with their advanced white labelling and reporting toolkits to ensure you deliver a service in your style and to your standards.

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Elen

Elen is a back office system for advisers, to manage clients, tasks and workflows, fee reconciliation, regulatory reporting, document management, e-signatures and much more. Having used most of the systems currently available, the aim is to create a practice and client management system that is modern, simple and intuitive, and a pleasure to use.

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Fintegrate

Fintegrate is a new innovative financial planning solution that helps streamline and automate the various tasks often quoted by financial planners as being the most laborious and time consuming. From advanced risk modelling, portfolio analysis and construction to client reporting, Fintegrate removes unnecessarily disjointed and costly elements of the financial planning process, making the complex simple.

Fintegrate’s customisable features, powered by Evalue and FE fundinfo, are designed to provide you with complete control, resulting in a digital advice solution specifically aligned to your firm’s centralised investment proposition (CIP).

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intelliflo planning

i4C’s leading integrated cashflow modelling solution is now part of intelliflo. Effortless and engaging, intelliflo planning creates clarity and confidence during client meetings, taking your client relationships to the next level.

Cashflow modelling will help your clients visualise their current financial position. It allows you to demonstrate how their future financial goals and objectives can be achieved. intelliflo planning enables planners to engage and interact with clients empowering them to see things clearly, and move forward confidently whatever their goals. Powerful calculators ensure the technology does all the heavy lifting, ensuring the focus can be on strengthening the client relationship and creating new opportunities.

Empower your clients in their financial life choices and experience the benefits for your business.

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SECCL

SECCL provide an outsourced custody, trading and settlement service (powered by their API), supported by portals for professionals and clients. This investment technology allows for the dealing and settlement of equities, ETFs and funds through GIA, ISA, SIPP and SSAS, while the portfolio management system allows for the efficient running of model portfolios, either on an advised or discretionary basis.

Taken together, their services help investment firms, wealth managers and advisers with appropriate permissions to operate their own platform – and generate platform revenue in the process.

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Visible Capital

Visible Capital offer complimentary technology that provides time saving efficiencies to advisers and paraplanners through the automation of data collation, administration and client reporting, and reducing re-keying, enabling you to contribute to a much larger proportion of the advice process.

Visible Capital recognise the importance of integrations, and requirement to share data with the advice ecosystem and have their developed technology to easily integrate with other products. Their current adviser technology integrations include; Origo Unipass, Iress, Intelliflo, Cashcalc, Salesforce and OIH.

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