"Adviser Software Market Assessment" Report

The technology available to adviser firms is constantly evolving and advancing, with the variety of offerings increasing year after year. Adoption of technology by advisers is at an all-time peak, yet keeping track of available options and deciding which is best for each firm continues to be a big challenge.


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 300 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

 “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

Subscription Costs

UK Adviser Software Market Assessment report:

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

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

For more details, or to order the report, please contact FTRC on:

 Telephone: 020 3740 0000

Email: [email protected]

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