As lack of integration remains the largest adviser tech problem, advisers are looking to keep things simple with an efficient streamlined system.

Our founder and MD Heather Hopkins told ‘New Model Adviser’:

“The three main approaches are consolidating most assets to a single third-party platform, white labelling, and launching a bespoke platform. The operational and business consequences can be very different depending on the path the firm chooses to follow.”

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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.