FINANCIAL TECHNOLOGY
ifaDASH was devised by former IFAs to add efficiencies , reduce regulatory risk and free up adviser time whilst providing management with information at the click of a button to support their businesses ' governance . The system acts as a hub through which advisers can connect front and back-office CRM data , training and competence MI , and information on vulnerable clients from multiple systems onto a single integrated platform .
Ifadash . com
Comentis helps firms and advisers to identify and support vulnerable people . By applying their extensive clinical expertise via a threestep process – identify , support , report – their digital assessment tool helps organisations proactively identify and support vulnerable people in a structured and methodological way that can be applied across organisations and monitored via comprehensive reports . As vulnerability continues to climb the regulatory agenda , access to a tool like the one offered by Comentis becomes more and more important .
comentis . co . uk
Plannr CRM is a specialist CRM provider for financial advisers , planners and wealth managers . Built on an open API , Plannr integrates with advisers ' workflows , using automated processes and documentation , and centralised data and communication to increase adviser efficiency and improve client outcomes . Fuelled by its passion for beautiful and intuitive technology , Plannr delivers inspiring fintech solutions loved by its clients . Through a unique mix of tech wizardry , adviser intelligence and communal industry involvement , it aims to transform financial planning from a challenging job to a rewarding experience .
plannrcrm . com
Tailor-made for financial advisers , Intelliflo Office is a comprehensive and flexible business management solution that simplifies your business management processes , improves efficiency and saves you time . Intelliflo Office forms the beating heart of over 2,500 financial advisory firms , helping them deliver for their clients when it matters . Discounted licences available to members .
MyMarketing brings together the very best solutions for websites , client engagement and integrated marketing communications . Build your own modern website with characterful imagery , pre-approved content and integrations with the likes of Intelliflo Office and VouchedFor , all for a fixed monthly price to keep costs predictable . Communications packages include monthly economic and property reviews , budget updates , tax guides and more , all professionally written , designed and preapproved , in a range of media , ready for you to distribute to your target audience . Advanced new integrated content service coming soon .
mymarketingstore . co . uk
Intelliflo . com / intelliflo-office
VouchedFor are the client experience experts , on a mission to help the adviser community deliver an even greater impact for millions of clients . Their platform helps you to use client feedback to discover actionable insights to drive client experience and revenue . You ’ ll improve client experience and deliver a robust , ongoing response to the Consumer Duty through Elevation , and create social proof to help you build trust and attract more clients organically through VouchedFor . Through reporting and benchmarking you ’ ll be able to understand more about the value you offer to your clients , where they think you are good , and where you can improve , to drive excellence throughout your business .
vouchedfor . co . uk
MyLearning is our bespoke learning platform built in conjunction with market leaders and industry specialists Competent Adviser . It offers a practical and cost-effective online platform where both firms and advisers can plan , monitor and report on their knowledge and competency . MyLearning was recently revamped to include even more regular relevant content , on top of the CPD modules , bite-size learning , competency tests , soft skills training and tax manuals already available . We also recently launched MyLearning Academy to offer costeffective exam support to help CII and LIBF students to pass first time .
20 | the adviser