AdviserSoftware, part of advice tech consultancy Financial Technology Research Centre (FTRC), has launched a new guide to help advisers understand more about the world of advice tech solutions, services and suppliers in the market.
Designed as a central hub housed on the AdviserSoftware.com website, the guide simplifies the process of choosing the right tech partners by breaking down key considerations, showcasing solutions across the market and offering insights to support decision-making.
Delivered straight to advisers’ inbox, the free monthly Adviser Tech & AI Guide will include a summary and detailed analysis of the various technology solutions and will hyperlink with insights into the different software options available and their functionalities.
The guide will spotlight 4-6 providers each month to help advisers keep on top of the fast-moving technology landscape. Areas covered include AI tools and services, practice management systems, client portals, financial and cashflow planning, risk profiling tools, mortgage sourcing, equity release systems, and more.
Ian McKenna, founder of FTRC and AdviserSoftware.com, commented: “We have seen the number of users of our AdviserSoftware.com community double in the last year with 10,000 people a quarter visiting the site. Given the sole focus is helping advisers choose the right technology we think that this shows how much of a key issue this has now become. Over the last year, an unparalleled number of new advice tech propositions have launched. This makes it harder than ever for advisers to choose the right tech. Our mission is to offer a single, trusted destination where advisers can learn about all the players in the tech space, not just the well-known names. Providing our monthly guide direct to their inboxes will make it even easier for advisers to access the insight they need to shape their advice and client service propositions, both now and in the future.
“We don’t just list who all the technology suppliers are, our analyst team who all have extensive first-hand experience working in adviser firms, interrogate the systems, working with suppliers to produce detailed and accurate analysis of what their systems do in order to better inform prospective customers. Our detailed reviews and analysis are accompanied by a comprehensive directory of software solutions for advisers, which cover not only the UK but various other global jurisdictions including the US and Canada.
“Time is an advisers most valuable resource, and the right technology can be a huge benefit enabling them to spend more time with clients. We are here to help make informed decisions and leverage technology to its fullest potential.”
