Adviser Technology Series

Adviser Tech Stack: Adviser Reviews Report 2022

The latest NextWealth Tech Stack series report benchmarks adviser reviews and delivers in-depth analysis of the technology that underpins the delivery of financial advice.

The Adviser Reviews Report 2022 is available as a one-off purchase or as part of a subscription. Reports in the series cover integrations, digital adoption and more. To find out more get in touch or download a sample of the report by completing the form to the right.

Based on feedback from hundreds of advice professionals, we look at platforms, back office systems, suitability, risk profiling, cash flow modelling and client portals. How those systems connect together is vital, so we also look at integrations and highlight gaps between them. We also discuss the most important trends impacting this fast-changing world.

The report is used to:

• Size the UK adviser tech market and assess market share of individual providers

• Benchmark adviser tech businesses against the competition

• Prioritise integrations and proposition developments

• Identify up coming adviser tech trends


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    Mary Berry has nothing to fear from AI…yet

    Have you ever tried to make a cake using AI? I’m guessing not. I try to invite AI to the table wherever possible. This idea was reinforced for me by Ethan Mollick’s excellent CoIntelligence book. Take it from me, the throat scratcher that came out of the oven would not win me a handshake from Paul Hollywood on the Great British Bake-off.

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