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When you are signed in you can explore reviews and ratings of advicetech – including all the leading platforms and back office providers – posted by financial advice professionals like you.

With more than 50 technology providers and ratings from 4,000 reviews.

Not only will you discover how well the technology you're interested in works, you'll also learn how well it works with other tech too.

With ratings covering willingness to recommend, integrations, value for money and service, the Directory is the destination to weigh up tech whether you're a financial advice practice owner, financial planner, paraplanner or work in a support or operations role.

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    Back Office Systems

    Back office systems are often the backbone of a financial planning firm’s technology infrastructure, but they are also a huge source of frustration. Here we profile the main players, provide user reviews and detail integrations.

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    Cashflow Modelling

    Cashflow modelling has become an integral part of a holistic financial planning service for many firms and supports specific advice processes for others. Compare reviews, features and integrations here.

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    Client Portal

    “Marmite” of advice technology; an essential part of an up-to-date digital offering for some firms and a distraction and non-starter for others. If a client portal is right for your proposition, review features and integration options here.

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    Platform

    Price often drives platform choice but poor service is the top reason advisers move assets off of a platform. Our directory helps you get the truth about platform service levels, before you put a customer’s money on the platform. We give our view on the relative merits of each platform and share user reviews.

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    Risk profiling and suitability

    Risk profiling and suitability profiling has evolved into an integrated part of the advice toolkit for most firms, as well as coming under significant regulatory scrutiny in recent years. Advisers need to be comfortable with the methodology and language as well as integration options.

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    Other

    Some tools simply don’t fit in a wider bracket, yet provide much valued services to the advice process. You can explore these tools in further detail including integrations available and user reviews.

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    Cash Management

    Cash management tools have become a newer addition to the advice process. If a cash management tool is right for you review features and integrations here.

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