Digital Integration & Wealth Management: technology gaps and solutions
NextWealth has published a report in conjunction with Fluido, a Salesforce Summit partner, looking into the servicing and engagement capabilities among advisers and providers.
Login
MPS Proposition Comparison Report 2022 – Asset Update
NextWealth has published an update to the bi-annual MPS assets report, which forms part of NextWealth’s research and insight on the investment propositions of financial advisers.
eSignature & Document Submission Report 2022
The latest NextWealth Tech Stack series report benchmarks adviser platforms on eSignature and document submission. It shows that 72% of advisers want a fully digital set of processes from their platform compared with an average of 19% of processes still requiring a paper form (posted or scanned).
Tech to Manage the Investment Proposition 2022
NextWealth has publsihed the Tech to Manage the Investment Proposition report which delves into the technology being used by financial advice firms and DFMs to manage the investment proposition.Â
NextWealth Live 2022 Report
On the 22nd of March 2022, we hosted our annual conference NextWealth Live. We are pleased to share our post-event report summarising the key themes and debates from the day.
Sustainable Investing Tracker Study 2022 Update
NextWealth has published an update to the Sustainable Investing Tracking Study (formerly named the ESG Tracking Study).
