Adviser Software Insights (ASI) Report
The Adviser Software Insights (ASI) report provides comprehensive coverage of the UK AdviceTech market with detailed analysis of all the primary software used by adviser firms. The reports includes:
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- Details of the different types of software used by adviser firms.
- An overview of the market share and key customers for the leading players in each sector
- Which technology solutions integrate with each other, as well as with life offices & platforms
- Analysis of key functionality from each of the software products included in the study
With over 500 pages of content examining propositions from over 100 vendors, this report is an invaluable resource for organisations looking to keep up to date with the latest software trends.
The report is updated monthly by our team of experts to ensure subscribers are getting the most current information available. The report is made available online, but each subscriber can also have their own PDF copy of the report emailed to them each month.
If you would like to receive your monthly report, please contact [email protected] for further details.
What our clients say…
“In addition to providing a comprehensive view of the adviser software marketplace and vendors within that market, the report also helps to identify important use cases and processes which are underpinned by those vendors. Collectively this significantly aids the understanding of which best of breed vendors can work together to deliver effective outcomes.”
Nick Eatock, CEO
“This is an excellent and comprehensive reference document and one I refer to in my day-to-day digital role at Aviva. The document enables me to provide valuable information to my colleagues working in different roles within Aviva, without this document it would be difficult to access some of this information. I highly recommend it.”
Tim Walton, E-commerce Integration Manager
Subscription costs:
| Ongoing | One-Off | |
| Full Analysis Report | ✅ | ✅ |
| Monthly Updates | ✅ | ✘ |
| Access to online Advice Tech Hub |
✅ | ✘ |
| Costs | £3,000 + 11 monthly payments of £500 |
£8,000 |
All above costs exclude VAT
As well as purchasing the report we offer a half-day workshop with Ian McKenna and the team to talk you through the ASI document, our views of the advice tech market, and how we see the space evolving in the next 3-5 years.
The half-day ASI workshop would be an additional £3,500+VAT (if in London. If outside London, travel expenses would apply.)
Please contact [email protected] for further details.
Meet the team:
Ian McKenna
CEO and Founder
Ian founded Financial Technology Research Centre in 1995 nearly two decades before “FinTech” became part of the industry lexicon.
A boutique consultancy the firm focuses on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions. As part of this work the firm work with many of the U.K.’s leading long-term savings institutions, financial advisers and technology providers to identify emerging technologies that can transform customer relationships. More recently the firm has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs.
In addition to developing a UK view Ian travels extensively to identify similar trends around the world and the lessons that can be learned from other countries.
Poppy Achilles
Chief Operating Officer
Poppy re-joined FTRC in October 2021 after a 10-year period during which she worked at various businesses such as L&G, Prudential, Vanguard and M&G.
She has 25 years of experience across advisory, L&P, asset and wealth management firms.
She brings a wealth of experience when it comes to business management such as delivering organisational change, people leadership, risk management and governance procedures.
Martin McKenna
Senior Consultant
Martin has been in the financial services world for 30 years, working across many of the key disciplines.
With time spent as an adviser, working in the product world for a life and investment company, as Head of eCommerce in an adviser support services distribution, Lead Business Consultant in adviser software production for a bespoke financial services software firm, and as Head of Business System Design for a large national advice firm.
Martin was himself a member of FTRC’s Adviser Forum when working in distribution in the 2000’s and has a wide insight across the advice process and the business processes needed to support them.
Darren Madden
Research Consultant
Darren has been in the financial services industry since 2006. Working in various Financial Services roles from Central Operations, Wealth Management Administration, Senior Employee Benefits to Paraplanning. In this time, he has obtained his Diploma in Regulated Financial Advice, along with other additional CII accreditations to further his knowledge and career in financial services. He intends to continue his studies looking to obtain an Advanced Diploma over the next five years.
Outside of work, Darren is a self-titled tech geek, he builds his own computers, plays Virtual Reality Games. When not stuck inside technology, he loves spending time with his family and friends.