The complete list of all things technology and internet for financial advisers and IFAs
The following is going to be an evolving list of all things technology and internet for financial advisers and IFAs. The aim is to provide a comprehensive list of useful bits of software, helpful websites and any other bit of tech that adds value to an adviser’s practice.
Image courtesy of The Commons
It is simply a list and in no particular order. At no point am I adding commentary or ratings to each link, that’s up to you in the comments. If I’ve missed anyone or anything, or you think the categorisation may be wrong, simply drop me a comment and I’ll add you in.
Back office & CRM systems
- 1st Software
- Bluecoat Software
- CCL
- Assyst Software
- Durell
- Fairs
- IMVS
- Intelliflo
- Talk JCS
- Plum Software
- Quay Software
- The Key
- wits IFA
- Client Tracker
- Mortgage Stream
- Clarity Software
Life, Pension and Investment research tools
Mortgage research tools
Wealth Management, reporting writing and general tools
- Dynamic Planner
- Prestwood
- Select A Pension
- Paraplanning Online
- Invidion
- Plan with Voyant
- Swtich On Solutions
Portals
General finance, ratings and funds
Provider Extranets
- Standard Life’s Adviserzone
- Aegon Scottish Equitable
- Aviva
- Bright Grey
- Friends Provident
- AXA
- BUPA
- Legal & General
- Royal Liver
- Scottish Provident
- Zurich
Other stuff I couldn’t easily categorise
General Insurance
Forums
Misc technology tools
Popularity: 53% [?]
Twitter 
Delicious 
Digg 
Facebook 
Reddit 
StumbleUpon
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This entry was posted on Monday, September 7th, 2009 at 9:38 am and is filed under Hints. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
7 Responses
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Aegon Scottish Equitable
More Provider Extranets:
Aegon Scottish Equitable
Aviva
Bright Grey
Friends Provident
Good work. Thanks!
More Provider Extranets
AXA
BUPA
Legal & General
Royal Liver
Scottish Provident
Zurich
Personalised Client Newsletter
The Adviser
General Insurance
3XD
Source
First4Cover
CRM Software for mortgage brokers
Mortgage Stream
Forums
Cherry
Cherry All Industry Discussions Financial Services
IFA Life
I hope these help.
Regards
Paul Skinner
PKS
Follow me on Twitter
You’re doing great guns there Paul, thanks.
Hi Rob,
Thanks very much for including our site on here….however the link appears to be incorrect, you get a 404 error when you click on it…please redirect to http://www.finqs.co.uk
Best regards,
Tess
Don’t forget paraplanners http://www.theparaplanner.com