Adviser Software

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

The document provides over 220 pages of insight and analysis which is updated on a monthly basis.