By Next Wealth | 22 March 2021 | 2 minute read
Instead of releasing a single report to add to our growing Adviser Tech Stack series this Spring, we will be publishing a series of our report into four parts.
We’ll be kicking off with the 2021 edition of the agenda-setting platform eSignatures and document submission research followed by individual reports covering adviser views on current technology, white label platforms, and mergers and acquisitions.
Here’s our schedule in more detail:
eSignatures & Document Submission: published 29 March 2021
- eSignature providers used by financial advisers
- Document submission approach for 22 platforms across 85 processes, detailing where processes are completed with a paper original, scanned copy, eSignature or digital process. We’ve seen a 42% reduction in paper required by platforms between April 2020 and March 2021.
Adviser Views: published 20 April 2021
- Spend on tech
- Technology adopted during pandemic
- Plans to introduce new tech for the return to the office
- Young advisers are driving the advice tech revolution: they are more likely to work in firms that spend more on tech, are less satisfied with their current tech stack and plan to introduce a new piece of tech in the next year
If you work for a financial advice firm and are a member of the NextWealth Research Panel you can gain free access to summary reports for the eSignatures & Document Submission and the Adviser Views. Simply email firstname.lastname@example.org to receive your copy.
- White-label platform definition (hint, it’s a spectrum)
- Use of branding options offered by platforms
- Drivers: business and client reasons for considering white-labelling
- Questions to ask providers
Get your free copy of the adviser report: Spectrum of Adviser Platforms and the Rise of White Labelling. Advice Tech Stack paying subscribers receive a supplement.
Bonus: Security Protocols mini report
One of our subscribers requested a mini report on platform security protocols, in particular use of two factor authentication and multi-factor authentication. 2FA and MFA are fast becoming industry standard.
News and M&A’s:
- Round up of the big news on adviser tech in the first half of 2021