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.

Bigger is better, might makes right, size matters, scale is king

Bigger is better, might makes right, size matters, scale is king. The flurry of M&A activity across the retail-investing supply chain in 2019 could easily lead one to the conclusion that heft is the way forward in retail investing.

UK Fund Distribution Strategy – Central Influence, Local Choice

MPS Proposition Comparison Report

NextWealth have published its MPS Proposition Comparison report, providing assets, pricing and a profile of 18 of the leading propositions whilst reporting on key issues affecting discretionary managed MPS.

Lessons from the ‘Parmenion is not a platform’ debate

Heather Hopkins article on the 'Lessons from the ‘Parmenion is not a platform’ debate' is published on NMA.

2 minutes with Alasdair Walker of Hunter, Aitkenhead & Walker

Alasdair Walker, of Chartered firm Hunter, Aitkenhead & Walker doesn’t mince words when it comes to the state of the technology supporting adviser businesses: “it’s all terrible”, he says with his tongue firmly in his cheek.