Technology which is available to adviser firms has evolved at a rapid rate over the last few years. It is still not perfect but it does offer more value than it used to.

Adoption of technology by adviser firms is now far greater than it has ever been. Possibly the greatest challenge is keeping track of what is available and the differences between the various offerings.

Our UK Adviser Software Market Assessment report has been developed over the past two years and provides analysis on:

  • All the different types of software used by adviser firms
  • The role of each in the advice process, particularly in the context of product selection
  • An overview of the market share and key customers for the leading players in each sector
  • Which technology solutions integrate with each other
  • Which technology solutions integrate with different life offices & platforms
  • Analysis of key functionality from each of the software products included in the study

The document provides over 400 pages of insight and analysis which is updated on a monthly basis.


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

“In a dynamic and ever-changing world we find the FTRC Adviser Software Insight Report invaluable in keeping abreast of changes in the market, and how advisers harness the power of technology to power their business. It provides the background information to help us to prioritise developments to our proposition and the services we offer to the adviser community.”

Fergus Lyons, Managing Director – Investcentre

“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


UK Adviser Software Market Assessment report:

£3,000 + VAT plus 11 monthly payments of £500 + VAT

Advice Tech Hub:

Included as part of the Adviser Software Market Assessment subscription (above).

Optional Extra:

Half day workshop (in London) to review report and identify priorities for relationships with Adviser Software providers with two FTRC consultants:

£2,750 + VAT

Single copy of report (without updates):

£8,000 + VAT


Telephone: 0203 740 0000