filenote.ai
Filenote.ai has been designed to automatically generate file notes and client summary emails following meetings between advisors and clients. Every time we have asked an advisor what takes up a […]
General
Claras.ai
**Compliant File Notes in 2 Mins, Not 20** Claras AI automates time-consuming file notes, freeing you to focus on your clients. Generate high-quality, compliant, Xplan-ready filenotes and draft client-ready emails
SG Health Solutions
A full suite of medical & paramedical services. Your trusted partner for comprehensive medicals and workplace vaccinations. With eight years of experience in workplace medical screening services, we are excited
SG Health Solutions Read More »
VA Platinum
VA Platinum offers a bespoke approach to sourcing and co-managing virtual staff for your business, across a variety of industries and roles. We pride ourselves on data security, systems, training
Loom
Loom is a technology company that provides video communication software for work. Loom’s technology includes screen and camera recording, video editing, transcription, and the ability to share the recorded video
LifeRisk Online
LifeRisk Online is a product research and premium comparison subscription service that makes it easier and quicker to provide quality risk advice. Save even more time going from Comparisons to
Back Office Hero
The Back Office Hero team believes that there is a significant gap between high level business coaching and meeting the practical administrative day to day needs of Financial Planning practices.
Financial Advice Online
Advice Online is designed to meet the requirements of the QAR recommendations in that affordable advice should be available for all. This product is a collaboration between the client and
Financial Advice Online Read More »
Financial Mappers
Financial Mappers has three products, all using the same mathematical model, but delivery to financial advisers, enterprise for client use and to the DIY independent investor.