Four reports set to join our Adviser Tech Series this Spring

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 to receive your copy.

If you are interested in purchasing either report please get in contact at for more details.

White-label Platforms:

  • 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

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