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NextWealth Digital Process Champions

NextWealth Digital Process Champions

NextWealth has today named AJ Bell Investcentre, Fidelity FundsNetwork, Standard Life Wrap and True Potential as digital process champions for leading the pack by digitally enabling 90% of their document submission processes. The recognition was published in the...

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Consultants – NextWealth’s why

I am often asked why I set up NextWealth. What's the point of consultants anyway? It's a fair question and one I ask myself regularly. The short answer is that we help product providers to remain customer focussed. Financial advice businesses are mostly small...

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At NextWealth we help firms thrive amid disruption. We help our customers adapt to what’s next in wealth and offer research, consultancy and thought leadership content.

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    Helping financial institutions adapt to what's next in wealth.