In a Crowded Market, Clarity and Comprehension are Crucial

The ever-evolving world of financial advice demands ever-evolving software to support advisers and their customers. Our Insights report provides comprehensive coverage of the UK AdviceTech market, providing analysis of all the software used by adviser firms and their place in the advising process.

The report is updated monthly by our team of experts to ensure subscribers are getting the most current information available.

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.

What are the benefits?

  • Obtain a broad view of the advice tech market
  • Assist in the development of future products
  • Highlight potential integration partners
  • Understand what tools your prospects use

To request a Sample Report, please fill out the form below.

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Testimonials for the report

“The monthly UK Adviser Software Insight report is an invaluable resource in understanding the breadth and depth of technology proposition available to advisers in the UK market. The presentation offers easy access to specific points of detail while collating information so you can assess the overall market position. The addition of adviser firms using the technology ensures the importance of data points is not lost. Supported by the month the update report, a deep analysis or view of market direction is now possible within minutes.”

Mark Bradley, Platform Proposition Manager

“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

“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

“FTRC put in the hard yards for us when it comes to keeping up with the ever-evolving adviser software market. Their monthly insights tell us what’s new and changing while the encyclopaedic assessment report provides us with a comprehensive source of market data and analysis when we’re thinking about our own plans for the future.”

Nick Rae, Proposition Analyst

Ongoing One-Off
Full Analysis Report
Monthly Updates
Access to online
Advice Tech Hub
Costs £3,000
11 monthly payments of £500

All above costs exclude VAT

Darren Madden

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.

Jack Easter

Jack Easter

Research Analyst

Jack joined us from the Blue14 group of companies, where he worked with prosperous start-ups to build their operations from the ground up. During his time there, Jack looked after various key accounts, including taking the lead on management of the fintech portfolio, and managed growth campaigns for multiple UK and US financial apps.

Jack maintains the Digital Wealth Insights report and help continue its growth.

Outside the office, Jack enjoys refining his cooking skills and keeping up with his calisthenics. Jack is also a long-distance cyclist, and recently completed a cross-county Brighton to Liverpool bike ride.

Please contact us for more information

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