Behind the scenes: 10 top IFAs reveal the tech powering their firms

In recent issues of New Model Adviser® we have been asking our cover stars to tell us about the technology they use to run their businesses. Here are ten of those.

Name: Jane Hodges 

Firm: Money Honey Financial Planning

Location: Hoxton

Back office: Intelligent Office

Fact-find: Intelligent Office

Cashflow analysis: CashCalc

Attitude to risk: Distribution Technology

Fund analysis: Synaptics, FE Analytics

Fund platforms: Parmenion, James Hay

Client portal: Intelligent Office

Other significant technology: Microsoft Teams, Skype 4

Name: Jane Hodges 

Firm: Money Honey Financial Planning

Location: Hoxton

Back office: Intelligent Office

Fact-find: Intelligent Office

Cashflow analysis: CashCalc

Attitude to risk: Distribution Technology

Fund analysis: Synaptics, FE Analytics

Fund platforms: Parmenion, James Hay

Client portal: Intelligent Office

Other significant technology: Microsoft Teams, Skype 4

Name: Sam Sloma

Firm: Engage Financial Services

Location: Farringdon

Back office: Intelliflo

Fact-find: In-house/Intelliflo

Cashflow analysis: Voyant

Attitude to risk: Oxford Risk

Fund analysis: FE Trustnet (using FinalytiQ)

Fund platforms: Transact

Client portal: Personal Finance Portal

Other significant technology: DocuSign

Name(s): Simon Ainley, Christopher Hirsch, Jason Lurie and Amyr Rocha-Lima

Firm: Holland Hahn & Wills

Location: Kingston upon Thames

Back office: Intelligent Office

Fact-find: Intelligent Office

Cashflow analysis: Voyant

Attitude to risk: Bespoke

Fund analysis: FE Analytics

Fund platforms: Ascentric, Seven Investment Management, AJ Bell, IPM

Client portal: Intelligent Office

Other significant technology: Timeline

Name(s): Catherine Morgan and John Ward

Firm: Essendon Financial Planning

Location: Milton Keynes

Back office: Intelligent Office

Fact-find: Intelligent Office

Cashflow analysis: CashCalc

Attitude to risk: Dynamic Planner

Fund analysis: Dynamic Planner, Centra, Synaptics

Fund platforms: Old Mutual Wealth, Aegon, Zurich, CoFunds

Client portal: Personal Finance Portal

Other significant technology: N/A

Name: Graham Wingar

Firm: Future Asset Management

Location: Bridgend

Back office: Assyst

Fact-find: Bespoke service

Cashflow analysis: CashCalc

Attitude to risk: Bespoke service

Fund analysis: Defaqto

Fund platforms: Aviva (low platform usage)

Client portal: Direct to advisers (low platform usage)

Other significant technology: N/A

Name(s): David Philips and Steve Bennett

Firm: Wealth Design

Location: Cannock

Back office: Client Assyst

Fact-find: Bespoke (developed with Client Assyst)

Cashflow analysis: Now:Plan

Attitude to risk: eValue

Fund analysis: FE Analytics

Fund platforms: Transact, Novia, Aegon

Client portal: Online access to fund platforms

Other significant technology: Selectapension, FE Investment Planner

Name: Neil Jefferies

Firm: Adroit Financial Planning

Location: Manchester

Back office: Intelligent Office

Fact-find: Intelligent Office

Cashflow analysis: Truth

Attitude to risk: Dynamic Planner

Fund analysis: Fund analysis

Fund platforms: Standard Life, Cofunds, Old Mutual, Fusion

Client portal: N/A

Other significant technology: N/A

Name: Martin Cawley

Firm: Devonshire Wealth Management

Location: London

Back office: Adviser Office

Fact-find: Adviser Office (with personal amendments made)

Cashflow analysis: Voyant

Attitude to risk: eValue

Fund analysis: FE Analytics

Fund platforms: Elevate, Old Mutual, Scottish Widows

Client portal: Online access to individual platforms

Other significant technology: Investment Planner by FE Analytics 

Name(s): Stuart Cardozo and Shane Gorman

Firm: SWC Independent

Location: Edinburgh

Back office: Intelliflo

Fact-find: Intelliflo

Cash flow planning: N/A

Attitude to risk: Distribution Technology

Fund analysis: Trustnet, Synaptics

Fund platforms: Aviva, FundsNetwork, Elevate

Client portal: Intelliflo Personal Finance Portal

Other significant technology: Dynamic Planner, Iress X-Plan, Trigold, Exchange

Name: John Millican

Firm: Fiducia Wealth Management

Location: Colchester

Back office: Volume by Watermark

Fact-find: Finplan by Bluecoat Software

Cashflow analysis: Voyant

Attitude to risk: Parmenion

Fund analysis: FE Analytics

Fund platforms: Transact, Seven Investment Management, AJ Bell

Client portal: Fastrak by Sprint Enterprise Technology

Other significant technology: N/A

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