Technology Research Studies

Adviser Technology Index

What we have done

The Adviser Technology Index (ATI) takes a fresh approach to understanding advisers’ use of technology, as it 

      1. Brings together factual responses on the use of systems  
      2. Adds advisers’ opinion and intentions based on their actual experiences and, 
      3. Creates deeper understanding of firm’s current and planned use of technology.  

The analysis collates the views of over 200 advisers, from varying sized firms, but predominantly larger firms, and is designed to be the first ever data source which delivers a comprehensive understanding of not only which technology systems advisers use, but how they use it, and their thoughts about it. 

Through 120 pages of analysis, it compares how different systems are seen by their users and which are the strongest in different areas. This is then compared against the market average and each of the leading 7 key Adviser Technology vendors. 

For each software provider the report also includes analysis of what their own users most want to see improved.

Who it will the help?

  1. Adviser Technology suppliers by providing them with an external perspective on how their services are: 
    • Seen by their own customers
    • Compare to their peers
    • Where they are at greatest risk of clients leaving
      1. Investment Platforms, Life Insurers, Asset Managers, Discretionary Fund Managers by:
        • Helping them understand the role technology plays with their business partners
        • Supporting business cases for collaboration and partnership with various AdviceTech vendors

      The survey covers the following key areas:

      • Firm Details
      • Practice Management System (PMS)
      • Communications
      • Managing Data
      • Workflows
      • Cashflow Planning
      • Attitude to Risk
      • Analytics Tools
      • Client Portal
      • Client Onboarding & Review
      • Valuations
      • Suitability Reports
      • Compliance
      • MI Data
      • PMS Improvements
      • Evolving Propositions & Hybrid
      • Tech Strategy
      • Process “In a Box”
      • Outsourcing & Paperless
      Cost:

      Our pricing works on a tiered model, meaning the more services a firm subscribes to, the bigger discounts we apply. The cost of the ATI report will range from £4,000+VAT to £12,000+VAT, depending on other services you may subscribe to from advisersoftware.com

      If you would like to discuss further, please contact [email protected] or complete the contact form below 

      Meet the team:
      Ian McKenna

      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.

      Jason Green

      Jason Green

      Chief Commercial Officer

      Jason previously spent six years at a High Net Worth advisory firm as a paraplanner to the CEO. He has been with FTRC for over 13 years and worked on a broad range of consulting projects with providers, insurers and technology vendors. His skills have been applied to projects such as:

      • Competitor analysis and insight
      • Understanding adviser technology systems
      • Product and proposition reviews
      • Working with providers to bring new developments to market
      • Helping providers understand and the ways in which advisers work
      • AI and Hybrid advice

      Jason is now Chief Commercial Officer for FTRC across all brands, as well as managing the consultancy business and ensuring that all projects are delivered on time and to a high standard.

      When not in office Jason will be planning his next overseas adventure or exploring the London restaurant scene.

      Darren Madden

      Darren Madden

      AdviceTech Solutions Manager

      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.

      Contact us:

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