Over the past few weeks, we have all come to rely even more heavily on technology for our work and to stay connected with friends and family. This reliance has meant that cracks in our technology infrastructure have in some cases become chasms.
At NextWealth we decided to map the productivity tools being used by financial advisers to help spread the word about the tools that are working for other firms.
By combining insights from surveys, reviews from our Directory and conversations with advice professionals, we've been able to identify the most popular tools and providers that feature in UK advisers' tech stacks.
Greetings! In this month's NextWealth Adviser Tech newsletter we examine the shift from re-keying to no-keying, robos for retirees across the pond, replatforming and price wars.
