Data Openness 2026
NextWealth is preparing to release Data Openness 2026, the second edition of our research examining the data pipeline between financial advice firms and platforms and providers, as part of our Adviser Tech Stack series.
Login
Adviser Technology Series
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.
When the dust settles: Platforms after the shakeout 2026
NextWealth’s ‘When the dust settles: Platforms after the shakeout’ report examines where the adviser platform market is heading as the post-disruption era gives way to a more stable phase.
Clearing the path for AI in advice
The NextWealth Adviser Tech Stack series explores the technology that powers UK financial advice, what’s working now and what’s coming next. This report, Clearing the path for AI in advice, focuses on AI. AI adoption appears to be moving quickly, an encouraging contrast to the typically slower pace of change across the adviser tech stack.
Adviser Reviews Report 2025
Our Adviser Reviews report, part of NextWealth’s Adviser Tech Stack series is now available. 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 financial advice professionals are using their tech and how that is changing.
Data Openness 2025
NextWealth has published a report on Data Openness, as 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.
Platform Shakeout: It’s not your fault, but it’s your problem
NextWealth’s 'Platform Shakeout: It’s not your fault, but it’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.
Adviser Tech Stack: Advice at Scale
Our Advice at Scale report, part of NextWealth’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.