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Adviser Technology Series

Platforms within the UK 2021

This report collates the information from the NextWealth Directory, including a ‘boilerplate’ description of each platform, our view based on ratings and reviews from financial advisers and details of assets, ownership and technology partnerships.

Sustainable Investing Series

ESG Tracking Study 2020

NextWealth has published its first ESG Tracking Study for financial advice businesses. Supported by 19 financial organisations, this report digs deeps into the world of ESG. To get your copy, follow this link and complete your details.

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