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. How those systems connect is vital, so we also look at integrations and highlight gaps between them. 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 adviser 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 robust sample of 318 employees of financial advice firms conducted in June 2026. Scores for back-office systems and AI meeting notes and summary providers were supplemented by an additional survey of 200 financial advisers in August 2026.
• Platform reviews are supplemented with an additional sample of 597 financial advice professionals conducted in May and June 2026.
• Comparisons are offered to past surveys from 2021 to 2025.
• We also conducted ten in-depth phone interviews with a mix of financial advice professionals representing a range of firms by size.

Interested in hearing more when the report is released? Complete the form to the right, and we will be in touch.

Authors

Heather Hopkins, CEO & Founder of NextWealth.