Finance & Technology Research Centre

Researching FinTech before it was even invented!

About Finance & Technology Research Centre  

Established in 1995 F&TRC is a boutique consultancy focusing on technology in the financial advice market and especially how advice is evolving both in the UK and internationally with a particular focus on the role technology will play in this process.

Our mission is to help the industry deliver better services to consumers which help them take more control of their finances and in so doing improve the quality of their lives.

This will be achieved through the delivery of a range of services which will help advisers reduce operating costs in their businesses and particularly work with organisations from start ups to global institutions who want to deliver digital advice and make low cost affordable advice accessible to everyone.

The F&TRC research team is made up exclusively of ex-paraplanners, each with in excess of five years’ experience of working in an IFA practice.

our main activities Include:

Collobration & Industry Dialogue

Bringing together many of the UK’s major advisers, providers, platforms and software suppliers to discuss key issues and identify how to address them co-operatively.

This activity is supported online as well as face-to-face, allowing a wider range of adviser firms to be involved in discussions by way of:

• The delivery of a range of information services for advisers

• Introduction of a new social media group for advisers to focus on key issues and insight. This will be launched as an extension to our new online comparison services for advisers

Research & Benchmarking  

Benchmarking of financial products and services suppliers to identify the organisation who best meet an individual’s or company’s need.

Our Quality Analyser research system


• Demonstrate the strength of your proposition

• Highlight any areas that require tactical focus

• Understand your competitors offerings in context

• Assist in winning new business

• Help retain clients

• Plan your future development roadmap

Insight & Market Intelligence  

Specialist subject analysis to understand trends/ developments taking place across UK & Global financial services distribution businesses and wider global developments in the financial advice market.

Reports include:

• UK adviser software market assessment

• Who’s who in digital advice

• The future shape of workplace

Bespoke Consultancy  

A specialist consultancy that focuses on the operational issues within adviser businesses, including technology, services & compliance.

Services include:

External Validation of New Service

Assistance with RFI processes

Proposition Assessment Service

Strategic Consulting

Vendor Selection (including Client Management Systems, B2C Services, Platforms and Provider partners)

F&TRC launches


Digital Wealth Insights is a new service from Finance & Technology Research Centre (F&TRC).

This community aims to build an unparalleled level of information and insights about Digital Wealth Management solutions and related services, where the focus is on solutions to deliver better wealth management and financial advice.

Through this service users will be able to research who is doing what, learn about services and discuss and debate them.

Visit to register.