AdviserSoftware.com has launched a new monthly guide, “Adviser Tech & AI – Everyone You Need to Know”, to help financial advisers navigate the fast-evolving advice technology landscape.
Available via the AdviserSoftware.com website, the guide acts as a central hub to simplify the process of selecting technology partners.
It breaks down key considerations, showcases solutions across the market, and offers practical insights to support efficiency, profitability, and improved client outcomes.
The free guide is delivered directly to advisers’ inboxes and is designed to support firms whether they are reviewing existing technology or exploring new tools for growth.
Each edition includes summaries and in-depth analysis of a wide range of tools—covering AI services, practice management systems, client portals, financial planning and cashflow software, risk profiling tools, mortgage sourcing, equity release platforms, and more.
It also spotlights four to six providers to help advisers keep pace with the fast-moving tech space.
AdviserSoftware.com is part of the Financial Technology Research Centre (FTRC), which last week also launched its inaugural Adviser Technology Index, a first-of-its-kind study tracking how advice firms use, rate and plan their tech stacks.
Ian McKenna, founder of FTRC and AdviserSoftware.com, told Money Marketing:
“Today, an advice firm typically uses nine to twelve different technology systems in their process. With so many options available, selecting the best can be overwhelming. Our monthly guide aims to raise awareness of the full range of services and help advisers build a shortlist of systems to explore in depth.”
