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.
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).
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.
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.
NextWealth collected data from 20 platform providers on 85 distinct processes to publish the most comprehensive picture available of document submission requirements.