Adviser software has continued to rapidly evolve over the past decades, with constant improvements in functionality and customisation. Technology adoption by advisers is at an all-time peak, but with an ever-growing field of options, choosing the best technology solution for each firm continues to be a large challenge for many.
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