"How Technology Becomes Core to Advice" Report
The role of technology in financial advice has shifted from competitive advantage to operational necessity. AI tools, open banking integrations, cash flow planning software and digital client engagement platforms are now central to how advisers serve clients, manage compliance and run sustainable businesses.
This report examines the technology landscape in depth — the systems driving asset, platform and wrapper selection, the emerging tools that should be on every adviser’s radar, and a clear-eyed view of where the market is heading. Supported by case studies from the UK and internationally.
Demand for financial advice far outstrips what the current market can deliver. Technology is the only credible answer — but getting it right requires understanding which tools matter and how to integrate them effectively.
Key areas which this report looks at are:
- Emerging technology trends — B2B and direct-to-consumer — and the forces driving change
- AI and machine learning: the tools advisers need to understand now
- The systems driving asset, platform and wrapper selection
- Financial and cash flow planning software: its growing centrality to advice
- Open banking: where it has landed and what it means for advisers today
- Personal Financial Management and its role in consumer engagement
- Consumer Duty compliance and the role of technology in meeting FCA obligations
- Hybrid advice models and how technology enables scalable, consumer-centred propositions
- The size of the advice opportunity
- The evolution of the practice management system market
- Key players in adviser software and where the market is heading, including:
- Digital advised propositions
- Non-advised digital propositions
Subscription Costs
How Technology Becomes Core to Advice report (one off purchase):
Optional Extra:
Half day workshop (in London) to review report and identify priorities with two FTRC consultants
For more details, or to order the report, please contact FTRC on: