Building the ideal adviser tech stack

Digitisation and the use of technology is now the accepted - if not expected - way of running a financial advice business. The implementation of a technology-first approach represents a seismic shift in the day-to-day running of businesses, and while the array of software and services available to advisers may on paper tackle some pressing issues, its use and integration often brings its own set of problems. The adoption of specialist adviser tech solutions is widespread and growing, according to research by the Personal Finance Society. Notably, the use of client portals alone has incre...