Digital Wealth Insights report

F&TRC have spent many years examining how advice is evolving both in the UK and internationally with a particular focus on the role of technology.

Our flagship Digital Wealth Insights report provides a current state assessment of the various types of WealthTech propositions available in the UK.

The report investigates the key data, essential functionality, core components and principles within each digital advice proposition providing:


• An unbiased view of players in the UK digital advice market

• Analysis of the propositions currently available for:

• Non-advised investment

• Advised investment

• Personal Financial Management

• Micro-saving tools

• Comparison tables for an easy understanding of who does what

• Informed commentary and analysis

• A high level overview of F&TRC’s ‘best practice’ digital advice models

The report also includes our analysis of each proposition, broken down as follows:


• Proposition Overview

High level overview of the service including a short summary of the proposition written by the provider

• Strengths & Areas with Scope for Improvement

Our assessment of the proposition’s strong points and where enhancements might be made

• DigitalWealthInsight Heart Ratings

Our subjective assessment about the proposition based on our experience in speaking to the organisation, our perspective on their proposition and how we feel about their potential to transform the way consumers’ manage their money

• Detailed Functionality

A full summary of the proposition across 44 areas of functionality

• F&TRC Detailed Analysis

Our in-depth analysis of the proposition

• Proposition Roadmap & Existing Client List

A summary of the planned enhancements over the coming 12 months plus a list of users’ of the service

• Best of Breed Functionality Map

A graphical analysis of the components and functionality within the service analysis

Digital Wealth Insights report + monthly updates:

We will typically add/update 6-8 reviews per month


Optional Extra:

Half day workshop to review report and identify priorities for relationships with Digital Advice proposition providers with two F&TRC consultants:

£3,000 + VAT plus 11 monthly payments of

£500 + VAT



£2,750 + VAT

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

Telephone: 020 3740 0000


Please Click HERE
 to download the full outline for this report