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.
NextWealth’s The Next Platform Shakeout report forms part of our Adviser Tech Stack series. This report marks our third dedicated to the theme of financial advice firms becoming platform operators.
NextWealth has published Delivery Operational Leverage as part of the Adviser Tech Stack Series. This report delivers in-depth analysis of the technology that underpins the delivery of financial advice.
The latest Tech Stack series report, Advice Tech Foundations has been released. This report benchmarks adviser reviews and delivers in-depth analysis of the technology that underpins the delivery of financial advice.
NextWealth has published its latest report in the Adviser Tech Stack series, Paper Trails to Digital Highways: Assessing Digitalisation of Processes for Investment Platforms.
NextWealth has published its latest report in the Adviser Tech Stack series, Hacking the Journey - Advice's hybrid future. This report is about financial advice that makes the best use of humans and machines.
NextWealth is due to publish its latest report in the Adviser Tech Stack series, The Great Platform Shake-Out. The UK adviser platform market has undergone several transformations in its roughly 20-year existence. The latest trend is to adviser-as-platform.
NextWealth is due to publish an annual report which explores the investment platforms within the UK.
The latest NextWealth Tech Stack series repot benchmarks adviser reviews and delivers in-depth analysis of the technology that underpins the delivery of financial advice.
This mini-report on security provides headline trends on the direction platform providers are moving in terms of digital security protocols available to financial advisers using their services.
The latest NextWealth Tech Stack series report benchmarks adviser platforms on eSignature and document submission. It shows that 72% of advisers want a fully digital set of processes from their platform compared with an average of 19% of processes still requiring a paper form (posted or scanned).
