Adviser Productivity Tools
At NextWealth we decided to map the productivity tools being used by financial advisers to help spread the word about the tools that are working for other firms.
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Adviser Technology Map
By combining insights from surveys, reviews from our Directory and conversations with advice professionals, we've been able to identify the most popular tools and providers that feature in UK advisers' tech stacks.
Rekeying to no-keying: what’s new in adviser tech
Greetings! In this month's NextWealth Adviser Tech newsletter we examine the shift from re-keying to no-keying, robos for retirees across the pond, replatforming and price wars.
Tech spend: is it worth it?
We launched the NextWealth Directory because we want to support advice businesses in conquering your tech stack, to help firms thrive in challenging times.
A free health check for your tech
In our conversations with financial planners from businesses both large and small, a common theme that emerges when we talk about technology is the under utilisation of existing tech within the business. “Using a Rolls-Royce to do the school run”, is how one planner described his firm’s dilemma.
Financial Advice Business Benchmarking
In conjunction with the Personal Finance Society (PFS), NextWealth have published a report on Financial Advice Business Benchmarks.
