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Mortgage Adviser CRM & Financial Solutions - Trail Software — 18 websites ranked by shared content topics, category and on-page relevance.

Each result shows its full tech stack, contacts and AI-policy — not just a name · Browse all sites in Financial Planning →

Domain	Match	Title	Country/Lang	Category	AI files	Contact	AI-protection
vouchedfor.co.uk ↗	70 match shared topic	Find Top-Rated Financial Advisers, Mortgage Advisers, Solicitors and Accountants	United Kingdom en	financial-planning	robotsllmsaihumans	emailphone	none
rightcapital.com ↗	65 match shared topic	RightCapital \| Financial planning software done right	en	financial-planning	robotsllmsaihumans	emailphone	none
financialsols.com ↗	65 match shared topic	Independent Fee Only Financial Planning - Columbus, Ohio - Financial Solutions LLC	en	financial-planning	robotsllmsaihumans	emailphone	none
primefinancial.com ↗	65 match shared topic	Premier Financial Solutions \| Prime Capital Financial	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
pfgl.co.uk ↗	65 match shared topic	Whole of the Market Financial Advisers & Wealth Managers - PFGL	United Kingdom en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
insightifa.com ↗	65 match shared topic	Financial Services - Financial Advisers \| Wealth Managers \| Insight Financial Associates Norwich UK	en	financial-planning WordPress	robotsllmsaihumans	emailphone	none
focusfinancialpartners.com ↗	65 match shared topic	Focus Financial Partners \| Integrated wealth management, family office, and business management solutions.	en	financial-planning	robotsllmsaihumans	emailphone	partial · 3
accessfinancialplanning.com ↗	60 match shared topic	Fee-Only Financial Planning \| Andover, Massachusetts	en	financial-planning WordPress WooCommerce	robotsllmsaihumans	emailphone	none
edelmanfinancialengines.com ↗	60 match shared topic	Financial Advisors \| Edelman Financial Engines	en	financial-planning Adobe Experience Manager	robotsllmsaihumans	emailphone	none
cfp.net ↗	60 match shared topic	CFP Board \| Certified Financial Planner Board of Standards, Inc.	en	financial-planning	robotsllmsaihumans	email phone	none
ameritas.com ↗	60 match shared topic	Financial Strategies for a Fulfilling Life - Ameritas	en	financial-planning WordPress WooCommerce	robotsllmsaihumans	emailphone	none
ml.com ↗	60 match shared topic	Wealth Management and Financial Services from Merrill Lynch	en	financial-planning Adobe Experience Manager	robotsllmsaihumans	emailphone	none
xyplanningnetwork.com ↗	60 match shared topic	Fee-Only Financial Planning Made Possible with XYPN	en	financial-planning HubSpot	robotsllmsaihumans	emailphone	none
ig.ca ↗	60 match shared topic	Financial Planning & Advisor Services \| IG Wealth Management	Canada en	financial-planning Adobe Experience Manager	robotsllmsaihumans	emailphone	none
financialplanningassociation.org ↗	60 match shared topic	Your Partner in Planning™ \| Financial Planning Association	en	financial-planning Drupal	robotsllmsaihumans	emailphone	partial · 8
thinkadvisor.com ↗	60 match shared topic	Investment News & Analysis for Financial Advisors \| ThinkAdvisor	en	financial-planning	robotsllmsaihumans	emailphone	none
creativeplanning.com ↗	60 match shared topic	Wealth Management \| Financial Planning Advisors \| Creative Planning	en	financial-planning WordPress	robots llmsaihumans	email phone	none
financial-planning.com ↗	60 match shared topic	Financial Planning \| News & Insights for Financial Advisors \| Financial Planning	en	financial-planning	robotsllmsaihumans	emailphone	none

How the match score works

Each match is a 0–100 similarity score — the higher it is, the more two sites resemble one another. It’s computed automatically from our own crawl data (never from what a site says about itself) by combining several independent signals, so a high score means several of them point the same way:

shared topics how many of the same fine‑grained content topics (IAB sub‑categories) both sites cover — the main signal.
same category whether they sit in the same business / industry category.
content & title how closely their titles and page descriptions line up in wording and meaning.

No single signal decides the result — they’re blended together. Treat the score as a way to rank candidates rather than an absolute percentage; the chips on each result show which signals contributed.