Adviser Technology Series

Adviser Tech Stack Autumn 2021: Adviser Reviews

NextWealth’s Advice Tech stack report with the latest reviews and ratings from over 900 financial advice professionals is available now for purchase.

However, if you work for a financial advice business, we suggest joining our research panel to get a free summary of findings.

Key findings:

  • Appetite for change has reached unprecedented levels with financial advice professionals more open than ever to new tech
  • Clients with financial advisers that use a fully outsourced platform solution pay less on average than those using bespoke solutions
  • Client portal use jumped 23% over the past two years.
  • The pounds and hours saved by firms that use a client portal when preparing for client review meetings.

The report includes:

  • Market share by provider as well as individual ratings and reviews of platforms, client portals, cash flow modelling, back office, practice management providers, risk profiling and suitability providers.
  • Adviser spend on tech by size of firm.
  • Special section on review meetings, including frequency, cost per client to the firm and tech used to support the process.

Firms mentioned in the report include:

Advicefront| Aegon|AJ Bell|Aviva|Best Practice|CashCalc|Charles Stanley| Defaqto| Dynamic Planner| Embark| eValue| Fidelity| Finametrica| intelliflo| Iress| James Hay| M&G Advice| moneyinfo| Parmenion| Prestwood| Quilter| Sprint| Standard Life| Time4Advice| Transact| True Potential| Voyant

The report 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.

Download Summary

Complete the form below to download a summary of the report. Or get in touch to purchase the full report.

Complete the form below to download a summary of the report. Or get in touch to purchase the full report.

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    One of the most dynamic areas of disruption in wealth management is the tech stack supporting financial advice businesses. Technology, when it works, can make a business run more efficiently and with lower risk.

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