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  • Multi-asset, multi-market trading can be challenging when managing orders across different venues and systems and can lack the centralised compa…

  • Portfolio System is multi-currency portfolio management software, suitable for simple portfolios, right through to those more sophisticated. It…

  • O&M Profiler is a fully integrated system for advisers involved in the pension and investment planning areas.

  • The Exchange is the market leading online quote and apply portal for financial intermediaries. It makes finding and applying for the right produ…

  • Xplan is a complete and comprehensive financial planning and wealth management software for advice practices of any size—from the smallest IFA t…

  • Xplan Mortgage combines both mortgage and protection sourcing on a single platform, allowing you to protect lives as part of the mortgage sale.…