Adviser Software Market Assessment report

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 18 months 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 170 pages of insight and analysis which is updated on a monthly basis.

Testimonials for the report

“Every product provider, platform and asset manager should have this document. It is the best summary I have seen of how technology is actually used within adviser firms and what the technology is that really makes a difference. An important insight to help both strategic and day to day decisions.”

Tim Walton, E-commerce Integration Manager

 “The comprehensive and informed analysis in the Adviser Software Insights report is complemented by the significant understanding Ian and his team has of the adviser marketplace. Highly recommend.”

Nick Eatock, Executive Chairman & Founder

“The Adviser Software Insights research brings together an unparalleled level of information on how advisers use technology in their businesses. We find the study and our regular workshops with F&TRC a huge benefit in planning our technology strategy.“

Mark Peters, Head of Market Management, UK Life

  Subscription costs…

UK Adviser Software Market Assessment report:

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

Optional Extra:

Half day workshop to review report and identify priorities for relationships with Adviser Software providers with two F&TRC consultants:


£2,750 + VAT

Single copy of report (without updates):

£8,000 + VAT

For more details, or to order the report, please contact F&TRC on:

Telephone: 020 3740 0000


Please CLICK HERE to download a synopsis for this report