Technology Research Studies

We have been analysing and benchmarking adviser technology for over two decades. Using our own proprietary software we are able to create detailed question sets, apply scoring models and produce outputs, which enable us to explore the capabilities of the technology solutions vendors are making available to financial advisers.

To access our research please click on the studies listed below

Please complete our Adviser Tech Survey

Please complete our Mortgage & Protection Survey

Adviser Software Insights Report

Adviser Tech Report – 2024-26

Hybrid Advice

COMING SOON

Cashflow Planning Systems

Practice Management Systems

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