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Home Blog practice management

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.

19/11/19

Financial Advice Business Benchmarking

NextWealth and the PFS have joined forces to publish a report on Adviser Business Benchmarks. The report is free to download here.

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eSignatures MPS Coronavirus productivity integrations benchmarking proprositions nextwealth live #clientsegmentation #financialadvice #research #insight CRP cash flow consolidation consolidators AAC M&A farming #GlobalImpact asset management RDR

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