Adviser Technology Series

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. This report marks our first dedicated report to back-office or practice management systems. This topic is incredibly important. The back-office system is core to delivering operational leverage and underpins ambitions to grow advice businesses.

The Delivery Operational Leverage Report 2023 is available as a one-off purchase or as part of the Adviser Tech Stack 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.

The critical questions this report seeks to answer are:

  • What is the future landscape for back-office and practice management systems?
  • Can practice management or back-office systems support advice firms with ambitions to achieve operational leverage?
  • Will intelliflo office’s market share be eroded by new entrants?
  • Should advice firms pursue a walled garden/ single source solution for tech or best-of-breed

You can download a sample report by completing the form on this page. 


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