This mini-report on security provides headline trends on the direction platform providers are moving in terms of digital security protocols available to financial advisers using their services.
NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.
NextWealth has published an update to the bi-annual MPS assets report, which forms part of NextWealth’s research and insight on the investment propositions of financial advisers.
The latest NextWealth Tech Stack series report benchmarks adviser platforms on eSignature and document submission. It shows that 72% of advisers want a fully digital set of processes from their platform compared with an average of 19% of processes still requiring a paper form (posted or scanned).
NextWealth has publsihed the Tech to Manage the Investment Proposition report which delves into the technology being used by financial advice firms and DFMs to manage the investment proposition.
On the 22nd of March 2022, we hosted our annual conference NextWealth Live. We are pleased to share our post-event report summarising the key themes and debates from the day.
As part of the NextWealth Adviser Tech Stack series, the March 2022 report focuses on tech-enabled advice, it highlights how far the financial advice profession has to go to maximise the opportunities offered by technology.