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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.
MPS Proposition Comparison Report 2023
NextWealth has published its annual MPS Proposition Comparison report. This report offers a unique view of the competitive landscape and propositions of leading providers of discretionary MPS.
Helping people who need help
In partnership with Ignition Advice, we define the problems change-makers are trying to address and propose possible solutions for people needing help. Rather than advice, guidance or hybrid as singular possible options to address this need ā€“ we are casting our net wide and looking at this holistically.
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.
Financial Advice Business Benchmarks Report 2023
NextWealth have combined forces with the CISI and PIMFA this year to publish our annual benchmark report. This report allows financial advice professionals to compare their firms with those of their peers.
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.
