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Integrations

Sync all your favourite tools and deliver your unique advice proposition to your clients without leaving Advicefront.

  • FNZ partners with major financial institutions to enable them to provide multi-channel wealth management services to their clients across direct, intermediated and workplace channels.

  • Voyant develops collaborative financial planning and wealth management software for Advisers and their clients. Accessible from a desktop or mobile web device, our solution provides a holistic approach including retirement, cash flow, investments, legacy, college, insurance, estate & inheritance, taxes and more.

  • The FinaMetrica Risk Tolerance Toolkit™ helps advisors and enterprises create lifetime relationships, through better advice that results in clients who refer more, invest more and remain suitably invested through market highs and lows.

  • Oxford Risk™ provides Investor risk profiling, covering their risk profile, tolerance, capacity and suitability. Developed with the University of Oxford.

  • Stripe is the best way to accept payments online. Stripe aims to expand internet commerce by making it easy to process transactions and manage an online business.

  • GoCardless makes it easy to accept recurring payments online, by unifying the world’s Direct Debit networks, simplifying them, and opening up access to everyone. By doing so, GoCardless is creating an entirely new type of payment network.

  • Slack brings all your team’s communication together, keeping it organized and accessible. Get notified whenever a client changes their information about their contractual status, investment plans and goals.