Integrations - 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.
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For financial advisory firms who are looking for a business management software, Intelligent Office (provided by Intelliflo) is an adviser’s front, middle and back-office providing an end to end advice process solution through cloud-based software, saving time and increasing revenue.
Unlike alternative solutions, Intelligent Office provides a comprehensive and open technology offering a seamless, flexible business management system which is completely scalable to all sizes firms.
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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.
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Cashcalc allows you to create detailed cashflow plans for your clients in just a few minutes. Outputs are refreshingly straightforward, making it easy to understand and engaging for your clients.
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FinaMetrica offers risk-tolerance measurement tools for financial institutions, professional advisors, and the consuming public.
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Oxford Risk provides Investor risk profiling, covering their risk profile, tolerance, capacity and suitability. Developed with the University of Oxford.
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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.
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GoCardless makes it easy to accept recurring payments online. We unify the world’s Direct Debit networks, simplify them, and open up access to everyone. By doing so, we are creating an entirely new type of payment network.
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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.
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