Adviser Tech Ratings
Have Your Say!

These surveys are intended for those working for adviser firms only

New users will need to create an account.  All Our content is completely free to adviser firms

The technology available to advisers is constantly evolving, with the variety of offerings increasing year after year. Our objective is to help advisers make better decisions when selecting and using technology in their business.

Obviously having the views of existing users of software is hugely helpful in this. Please share your thoughts on the systems you currently use and how you would like to see them improve. This can help all advisers have a better understanding of what different systems can and can’t do.

We’d love to hear your thoughts on the systems you use each day.

Adding your feedback will help even more advisers find the right tech for them, and shape the next wave of solutions being provided.