Ten Adviser Tech Reviews in One Place – AdviserSoftware.com September 2025 Round-Up

This month we published detailed product reviews of ten adviser technology systems. These reviews focus on how the tools work, what they do differently, and when they might be particularly useful for advice firms. There are many more articles on the site, but these are the product reviews for September. To read the full reviews you need to be registered with AdviserSoftware.com – registration is required, but it is free for advisers.

Worth noting
1) Uses the Transtheoretical Model of Change to score client readiness to act, helping advisers prioritise conversations.
2) Client-controlled sharing builds trust and ensures clients know who can see their “financial identity.”

What is different
Shifts focus from balances and risk scores to emotional and behavioural insights, delivered through modular “adventures.”

When it is useful
During onboarding or reviews where you need to understand values and confidence, not just numbers.

Worth noting
1) Enables advisers to compare and adjust portfolios interactively with clients, rather than relying on PDFs.
2) Aggregates DFM, platform and fund costs into a single number, supporting Consumer Duty evidence.

What is different
A focus on being interactive in meetings and evidencing costs and charges clearly.

When it is useful
At annual reviews or portfolio switch meetings where transparency and audit trails are critical.

Worth noting
1) Gross modeller includes income tax, CGT and (soon) IHT calculations.
2) Monte Carlo runs up to 10,000 scenarios, providing probability of success data.

What is different
Combines deep tax support with streamlined CRM and FE Analytics links to reduce rekeying.

When it is useful
When evidencing resilience and documenting assumptions for FCA compliance and client understanding.

Worth noting
1) Shared fact find allows both client and adviser to update details, reducing errors.
2) All actions are logged and time-stamped to provide a full audit trail.

What is different
Takes onboarding tasks out of email and paper into a structured, branded digital process.

When it is useful
When you need consistent, compliant onboarding across multiple advisers and clients.

Worth noting
1) Pilot with Liberty in South Africa saw a 525% increase in lead conversions.
2) Privacy controls mean clients only share details once they choose to engage.

What is different
Focuses on human alignment rather than postcode or AUM filters for lead generation.

When it is useful
When first meetings are often mismatched or when compliance rules limit cold outreach.

Worth noting
1) Automated workflows break advice processes into task lists routed to the right team member.
2) Real-time analytics track throughput, bottlenecks and team performance.

What is different
Preconfigured wealth-specific workflows and editable checklists reduce the need for heavy customisation.

When it is useful
For firms scaling fast, integrating acquisitions, or needing consistent task management across roles.

Worth noting
1) AI generates plain-language document summaries and explainer videos for clients.
2) Clients confirm agreement via a recorded video, creating strong Consumer Duty evidence.

What is different
Builds understanding into the signing process, linking summaries, questions and client recordings.

When it is useful
When advice involves complex documents where mis-selling or misunderstanding risk is higher.

Worth noting
1) Integrates with IO, Twenty7Tec and Comentis, reducing duplication of data entry.
2) Adviser and client dashboards give both parties live status and document access.

What is different
Developed by practising advisers with features like remortgage tracking and reusable documents.

When it is useful
For mortgage-focused firms wanting to streamline case handling and client communication.

Worth noting
1) Creates automated Consumer Duty board reports and gap analysis.
2) AI checks client files for missing or mislabelled items, with human validation.

What is different
Breaks FCA rules into six practical areas, with benchmarking and gamified scoring.

When it is useful
For firms wanting to move away from manual compliance tracking and prepare board-ready evidence.

Worth noting
1) Tracks transactions and categorised spending to support Consumer Duty conversations.
2) Property portfolio and ownership mapping modules support complex client cases.

What is different
Combines real-time banking data with manual and platform inputs for a full financial picture.

When it is useful
When onboarding takes too long due to missing data, or for clients with complex holdings.

Closing reflection
The September reviews show adviser tech tackling three clear needs:
– Better client understanding (Knomee, Couplr).
– Stronger compliance evidence (i agree, Model Office, FE CashCalc).
– More efficient processes (Fintegrate, Binder, LOGDIN, Fuze, FE CashCalc Portal).

Each tool takes a different angle, and none is right for every firm. To see how they actually work and whether they fit your needs, read the full reviews on AdviserSoftware.com.