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  • UK Adviser Software Market Assessment report

  • ASI Report Graphic.pngTechnology which is available to adviser firms has evolved at a rapid rate over the last few years.  It is still not perfect but it does offer more value than it used to. 

    Adoption of technology by adviser firms is now far greater than it has ever been.  Possibly the greatest challenge is keeping track of what is available and the differences between the various offerings.

    Our UK Adviser Software Market Assessment report has been developed over the past twelve 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 140 pages of insight and analysis which is updated on a monthly basis.

  • What subscribers say about the study:

  • Aviva logo.gif“Every product provider, platform and asset manager should have this document. It is the best summary I have seen of how technology is actually used within adviser firms and what the technology is that really makes a difference. An important insight to help both strategic and day to day decisions.”

    Tim Walton, E-commerce Integration Manager

    Intelliflo logo.jpg“The comprehensive and informed analysis in the Adviser Software Insights reports is complemented by the significant understanding Ian and his team has of the adviser marketplace.  Highly recommend.”

    Nick Eatock, Executive Chairman & Founder

    Moneyhub logo.png“The Adviser Software Insight report is a fascinating study with an immense amount of detail.  We found the report and our related workshop with the F&TRC team extremely valuable in forming our strategy around partnerships, product development and target markets.”

    Sam Seaton, CEO

    Zurich logo.png“The Adviser Software Insights research brings together an unparalleled level of information on how advisers use technology in their businesses. We find the study and our regular workshops with F&TRC a huge benefit in planning our technology strategy.“

    Mark Peters, Head of Market Management, UK Life

  • Subscription Costs:

  • UK Adviser Software Market Assessment report:  £3,000 + VAT plus 11 monthly payments of £500 + VAT


    Optional Extra:

    Half day workshop to review report and identify priorities for relationships with Adviser Software providers with two F&TRC consultants:  £2,750 + VAT


  • For more details, or to order the report, please contact F&TRC on 020 3740 0000 or email info@ftrc.co.uk

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