Delivering Operational Leverage
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.
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Adviser Technology Series
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.
Advice Tech Foundations: stability and satisfaction in adviser tech
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.
Paper Trails to Digital Highways: Assessing Digitalisation of Processes for Investment Platforms
NextWealth has published its latest report in the Adviser Tech Stack series, Paper Trails to Digital Highways: Assessing Digitalisation of Processes for Investment Platforms.
Hacking the Journey – Advice’s hybrid future
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.
The Great Platform Shake-Out
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.
Platforms within the UK 2022
NextWealth is due to publish an annual report which explores the investment platforms within the UK.
Adviser Tech Stack: Adviser Reviews Report 2022
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.
Platform security mini-report 2022
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.
eSignature & Document Submission Report 2022
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).
Tech Enabled Advice Report
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.
