Five things advisers want from their tech providers. In this column in Professional Adviser, Julie Best, Qualitative Researcher for NextWealth discusses the most important things adviser want from their technology providers. Hint – they want technology to save them time.

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About the Author

Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.