Our Adviser Technology series draws on adviser reviews and perspectives to offer a source of opinion, insight and guidance for advice professionals.
The series offers reviews of advice tech providers; an exploration into digital and hybrid advice; document submission approaches for platforms and the use of eSignatures; a detailed integrations matrix across tech provide; white-labelled platforms: and the ability to discover how much a financial advice practice like yours spends on tech.
As part of the NextWealth Adviser Tech Stack series, the March 2022 report focuses on tech-enabled advice, it highlights how far the financial advice profession has to go to maximise the opportunities offered by technology.
The Adviser Tech Stack Report is a report with the latest reviews and ratings from over 900 financial advice professionals is available now.
NextWealth’s Spectrum of Adviser Platforms and the Rise of White Labelling report reveals a subtle but substantial shift among large financial advice businesses toward launching a bespoke or white-label platform.
This report collates the information from the NextWealth Directory, including a ‘boilerplate’ description of each platform, our view based on ratings and reviews from financial advisers and details of assets, ownership and technology partnerships.
A year after publishing the definitive report on eSignature and submissions, we've gathered data from 23 platform providers on 85 distinct processes to provide a comprehensive picture for 2021.
This 50+ page report offers an in-depth look at adviser tech, covering the market share and proposition of key providers and adviser reviews.
This report collates the information from the NextWealth Directory, including a ‘boilerplate’ description of each platform, our view based on ratings and reviews from financial advisers and details of assets, ownership and technology partnerships.
NextWealth collected data from 20 platform providers on 85 distinct processes to publish the most comprehensive picture available of document submission requirements.
One of the most dynamic areas of disruption in wealth management is the tech stack supporting financial advice businesses. Technology, when it works, can make a business run more efficiently and with lower risk.
