NextGen Planners launch new technology solution for adviser firms

‘Great technology solution that integrates processes into one place’

Ayesha Venkataraman
clock • 2 min read

NextGen Planners has launched Tech Stack — a new technology solution and training programme for financial planning firms.

The solution offers a white-labelled back-office system alongside training and support from a team of experts. NextGen said the solution was a white-labelled version of the Wealthcraft platform, allowing advisers to store client data, integrate with other pieces of software and configure their internal processes in one system. It can currently integrate with software like CashCalc, Oxford Risk and Docusign, alongside many more with additional integrations to be added in the future. NextGen Planners head of strategy Adam Carolan said: "Our profession has struggled and sparred with tech...

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: Why financial advice is on the brink of a rapid revolution

AI: Why financial advice is on the brink of a rapid revolution

Three practical steps advisers and planners can take now

Rohit Vaish
clock 08 July 2025 • 5 min read
Tech helping IFAs rise to capacity crunch challenge

Tech helping IFAs rise to capacity crunch challenge

Industry is growing, thriving and embracing change

Rowan Whittington
clock 03 July 2025 • 4 min read
Efficient doesn't mean fair: AI, advice, and the price & value test

Efficient doesn't mean fair: AI, advice, and the price & value test

'Under Consumer Duty, fair is the standard'

Scott Daniels
clock 03 July 2025 • 6 min read