Our monthly online AdviceTech Forum brings together visionary wealth advisers with leading software providers to discuss industry trends, issues, and changes.

We regularly feature expert speakers at our sessions to explain innovations in wealth management and answer participant questions.

Network with like-minded industry professionals and engage with expert panellists and participate in creating positive change in wealth management from the comfort of your own home.

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See Highlights from Previous Forums

2023 AdviceTech Forum Programme


The rise of customer facing technology

Understanding the key role consumer facing tech will play within advice firms in the coming years

Themes To Be Covered

  • What kinds of tech solutions are advisers making available to their customers?
  • How are these services being rolled out to customers and how is that affecting the relationship between adviser and client?
  • What is the next phase of evolution for customer facing technology?



June 21st

(Subject to change)



Taking a look at how some advice firms are tackling the challenge of working with data

Themes To Be Covered

  • What are the key challenges advisers are facing when it comes to working with and managing data
  • What are advice firms doing to tackle those challenges
  • What best practices should firms be looking to implement to embed a data culture within their firms
  • Q&A session


July 12th

(Subject to change)


Key Learnings and Audio Bites

2023 Forums

Integrations – March

Consumer Duty – Feb

Managing Data – Jan

2022 Forums

Letters of Authority – Dec

Integrations & Adoption – Sept

Consumer Duty & Comms – May

Productivity in Tech – Jan

Customer Servicing- Nov

One Way Traffic – July

Best of Breed Tech – March

Cyber Security – Oct

Advisers Going Digital – June

Getting Client Data – Feb

2021 Forums

Predicting Major Life Events – Nov

Automating Suitability – June

Integrations & APIs – Feb

The Failures of Robo-Advice – Oct

New Ways of Working – May

Advances in Risk Profiling – Jan

Cyber Security – Sept

ESG Regulation – April

AdviceTech Forum Participant Feedback

“It could have been another 30mins and would still be short on time…great session”

“I think the sessions are really well organised, hosted. I’ve got value from every session I’ve attended”

“I really enjoyed the session. I liked the informality and the ability for attendees to get involved in the debate”

“Just a great mix of different skill sets and opinions. And very forward-looking – that’s the best bit”

“I think the forum is a great idea and fantastic way for me to understand what’s happening in the marketplace and make connections when relevant”

“These sessions are always highly relevant both to me in my role and to the wider business, it’s good to get industry insight and expert views and helps keep me very much in the real world!”

“I found it very informative about wider industry issues: what is happening at providers around the issues that impact upon advice firms and our ability to provide a great service to our clients”


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