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02/03/20

Adviser Technology Map

By combining insights from surveys, reviews from our Directory and conversations with advice professionals, we've been able to identify the most popular tools and providers that feature in UK advisers' tech stacks.

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    financial advice regulation #clientsegmentation #financialadvice #research #insight robo advice risk proprositions ETFs adoption cash management investments productivity diversity platforms propositions DFM research integrations back office funds

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