Instead of releasing a single report to add to our growing Adviser Tech Stack series this Spring, we will be publishing a series of our report into four parts.

We’ll be kicking off with the 2021 edition of the agenda-setting platform eSignatures and document submission research followed by individual reports covering adviser views on current technology, white label platforms, and mergers and acquisitions.

Here’s our schedule in more detail:

eSignatures & Document Submission: published 29 March 2021

• eSignature providers used by financial advisers
• Document submission approach for 22 platforms across 85 processes, detailing where processes are completed with a paper original, scanned copy, eSignature or digital process. We’ve seen a 42% reduction in paper required by platforms between April 2020 and March 2021.

Adviser Views: published 20 April 2021

• Spend on tech
• Technology adopted during pandemic
• Plans to introduce new tech for the return to the office
• Young advisers are driving the advice tech revolution: they are more likely to work in firms that spend more on tech, are less satisfied with their current tech stack and plan to introduce a new piece of tech in the next year

If you work for a financial advice firm and are a member of the NextWealth Research Panel you can gain free access to summary reports for the eSignatures & Document Submission and the Adviser Views. Simply email enquiries@nextwealth.co.uk to receive your copy.

If you are interested in purchasing either report please get in contact at enquiries@nextwealth.co.uk for more details.

White-label Platforms:

• White-label platform definition (hint, it’s a spectrum)
• Use of branding options offered by platforms
• Drivers: business and client reasons for considering white-labelling
• Questions to ask providers

Get your free copy of the adviser report: Spectrum of Adviser Platforms and the Rise of White Labelling. Advice Tech Stack paying subscribers receive a supplement.

Bonus: Security Protocols mini report

One of our subscribers requested a mini report on platform security protocols, in particular use of two factor authentication and multi-factor authentication. 2FA and MFA are fast becoming industry standard.

News and M&A’s:

• Round up of the big news on adviser tech in the first half of 2021