Advisers need to find their technology 'superpower'

‘Advice firms need to decide where they want to put their tech focus’

Isabel Baxter
clock • 1 min read

Advisers need to be able to identify their ‘technology superpower’ and decide where they want to put their focus, Wealthstak chief executive Vincent Heys says.

Speaking on a NextGen Planners podcast, Heys explained that as technology is becoming more and more specialised with so many options, it is important for advice firms to pick what is right for them. "Even for big firms, they have to pick a lane," he said. "These things become so specialised that I see it even with big companies who integrate with others. "You don't want to spend too much money on integrating things when you could have built it yourself." Due to the vast number of options that are available out there, Heys said that advisers need to think about where they want to...

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