In a landscape that’s crowded, clunky and changing fast, a handful of platforms and tools are making advisers’ days measurably easier. Our Adviser Review Champions 2025 spotlight the providers rated 4+ out of 5 by financial advice professionals for value, support, integration and wilingness to recommend. This is the frontline verdict on who’s delivering, and raising the bar, for adviser tech.

Our Adviser Reviews report, part of the Adviser Tech Stack series, is more than just a deep dive into the tech advisers use. This year, over 300 financial advice professionals rated the platforms and tools they rely on day in, day out. While the broader report explores fragmentation, AI adoption, and shifting adviser behaviors, we want to take a moment to shout about the providers and platforms that stood out.

Platform Champions

These platforms received excellent scores (4+ out of 5) in every category — and an overall rating of 4+ out of 5:

• Fundment
• True Potential
• P1
• Parmenion
• Quilter

Users praised their responsive support and ease of use; two qualities that drive adviser satisfaction and loyalty.

Cashflow Modelling Champions

• Voyant

Financial advice professionals rated Voyant 4+ out of 5 for value for money, support provided, and willingness to recommend. Voyant’s ability to deliver a powerful and engaging client experience also stood out.

Risk and Suitability Champions

• Oxford Risk

Scored 4+ out of 5 for value for money and willingness to recommend, with feedback referencing its robust risk profiling capabilities.

Meeting Notes and Summaries Champions

• AdvisoryAI

Scored 4+ out of 5 for willingness to recommend, with financial advice professionals noting a positive early experience.

These firms are setting the standard for what great looks like in adviser tech. They’re not just building tools, they’re earning trust, solving pain points, and helping advisers deliver better outcomes for clients.

At NextWealth, we believe in shouting about who’s doing well. Recognition matters, not just for the firms being celebrated, but for the wider industry learning from what good looks like.

Thank you to the financial advice professions who shared their feedback. Your insights make this report possible and impactful.

If you’d like to contribute to future research, we’d love to hear from you. Sign up to our panel or get in touch at chanelle@nextwealth.co.uk.

Chanelle Paynter, Associate Research Director at NextWealth

FAQ:

What are the NextWealth Adviser Review Champions 2025?

The NextWealth Adviser Review Champions 2025 highlight adviser technology platforms and tools that received ratings of 4 out of 5 or higher from financial advice professionals. These champions were recognised for delivering strong value, high-quality support, seamless integration, and a high willingness to recommend.

Which platforms are recognised as 2025 Platform Champions?
The 2025 Platform Champions, scoring 4+ out of 5 in all categories, are:

• Fundment

• True Potential

• P1

• Parmenion

• Quilter

These platforms are praised for their user-friendly design, reliable support, and strong adviser satisfaction.

How were the Adviser Review Champions selected?

Over 300 financial advice professionals participated in the 2025 Adviser Reviews survey, rating the platforms they use regularly. Scores were based on criteria including value for money, quality of support, ease of use, integration, and overall satisfaction. Only providers scoring 4+ across key categories were named champions.

Why is adviser tech recognition important?

Recognition highlights which platforms and tools genuinely improve advisers’ workflow, client engagement, and operational efficiency. It also sets benchmarks for the industry, showing what “good” looks like in adviser technology.

Can financial advisers contribute to future research?

Yes! Financial advisers interested in contributing to future research can join the NextWealth panel or contact Chanelle Paynter at chanelle@nextwealth.co.uk. Adviser insights make the report more accurate and impactful.