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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.

Adviser Technology Series
14/04/21

Platforms within the UK 2021

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.

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Adviser Technology Series
27/05/20

Platforms within the UK 2020

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.

Read more

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