F&TRC unveils software system ratings

clock

F&TRC has released the findings of its inaugural survey of IFA software systems.

The financial services technology consultant believes the results will provide advisers with an opportunity to directly compare the propositions offered by the participating suppliers. It surveyed nine software vendors on 49 processes in front office, back office, client facing and corporate business areas of their proposition. Each provider was measured against the same objective scoring model for each specific area on the basis that they either had the functionality in question - or they did not. There were no subjective or opinion based elements to the scoring process. True P...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

AI efficiencies should not drive adviser charging changes – PA poll

AI efficiencies should not drive adviser charging changes – PA poll

Attendees at PA360 say

Sophia Panayi
clock 28 April 2026 • 5 min read
This is the new Iress - Best Technology Provider 2026

This is the new Iress - Best Technology Provider 2026

Iress has reshaped its proposition and standing

Professional Adviser
clock 27 April 2026 • 2 min read
'AI wants the full picture' – how clients use AI to find advisers

'AI wants the full picture' – how clients use AI to find advisers

Phil Bray speaks at PA360

Sophia Panayi
clock 23 April 2026 • 3 min read