The NextWealth Advice 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.

Based on feedback from hundreds of advice professionals, we look at platforms, back-office systems, risk profiling, cashflow modelling, client portals and tools for meeting notes and summaries. We also discuss the most important trends impacting this fast-changing world.

The report can be used to

• Assess market share of individual providers

• Measure user satisfaction with advice tech, identifying competitive strengths and weaknesses

• Prioritise integrations and proposition developments

• Identify emerging advice tech trends

Methodology

The data in this report is from surveys with a total of over 900 financial advice professionals (financial advisers, financial planners, paraplanners and operations managers).

• Advice tech reviews and market share are based on a sample of 318 employees of financial advice firms conducted in June 2026.
• Platform reviews are supplemented with an additional sample of 597 financial advice professionals conducted in May and June 2026.
• We also conducted ten in-depth phone interviews with financial advice professionals representing a range of firms by size.

This year we compare providers to an average of the past three years (2023, 2024 and 2025). This gives a better indication of a trend than a single year-on-year comparison.

Complete the form to the right to download a sample of the report.

Interested in purchasing the full report? Get in touch at enquiries@nextwealth.co.uk. 

Authors

Heather Hopkins, CEO & Founder of NextWealth.