Most of the financial planning solutions we have reviewed to date have tools that the vendors will sell directly to IFAs as well as corporate organisations.
Voyant, Moneyscope, Financial Express Analytics and Morningstar Advisor workstation are good examples of selling to IFAs and small businesses. However, some of the most powerful tools in the market are only available to advisers via product providers, platforms, nationals or networks as they are bespoke creations powered by powerful financial models such as those provided by actuarial practices and modelling specialists. Barrie & Hibbert (B&H) is a company that is not as well-known as its market presence would suggest. It provides modelling tools to almost every major product provider...
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