Our Adviser Technology series draws on adviser reviews and perspectives to offer a source of opinion, insight and guidance for advice professionals.
The series offers reviews of advice tech providers; an exploration into digital and hybrid advice; document submission approaches for platforms and the use of eSignatures; a detailed integrations matrix across tech provide; white-labelled platforms: and the ability to discover how much a financial advice practice like yours spends on tech.
The Adviser Reviews Report 2025 is our annual study providing reviews across a range of adviser technology. Based on surveys and interviews with hundreds of advice professionals, it provides an independent view of market share, benchmarking, and the latest emerging trends across platforms, back-office systems, risk tools, cashflow modelling, client portals ā€” and for the first time, AI.
NextWealth has published a report on Data Openness, asĀ part of our Adviser Tech Stack series. Inconsistent and poorly structured data is a major contributor to operational inefficiency in financial advice firms. This report is part of our Adviser Tech Stack series. Inconsistent, poorly structured data remains a major source of inefficiency for financial advice firms.
NextWealthā€™s 'Platform Shakeout: Itā€™s not your fault, but itā€™s your problem' report forms part of our Adviser Tech Stack series. Most third-party platforms are doing most everything right. But because a few make life difficult for advice firms, this forces a decision. Rather than a decision among existing platform providers, the decision starts with considering the right model for the platform, and a growing number are planning to launch their own platform.
Our Advice at Scale report, part of NextWealthā€™s Adviser Tech Stack series, is set to launch in the coming days. In this report, we explore how the meaning of hybrid advice has evolved alongside shifts in the market.
The NextWealth Adviser Tech Stack series delivers in-depth analysis of the technology that underpins the delivery of financial advice. This latest edition is our annual state of the nation report, covering market share and adviser reviews of key tech providers as well as the ways that advisers are using their tech and how that is changing.
NextWealthā€™s Risky Business report forms part of our Adviser Tech Stack series. Financial advisers and planners employ varied methods to help clients comprehend investment risk, capacity for loss, sequencing risk, and the risk of not achieving financial goals. Some firms merely reference risk discussions in meeting notes, while others dedicate entire meetings to the topic. Tools such as attitude to risk questionnaires (ATRQs) and cash flow modelling are integral, especially for clients entering or in retirement, supported by tailored conversations.
NextWealthā€™s The Next Platform Shakeout report forms part of our Adviser Tech Stack series. This report marks our third dedicated to the theme of financial advice firms becoming platform operators.
