Financial advisers rush to boost performance tracking

More than eight in ten advisers plan to increase investments in new tools

Sahar Nazir
clock • 2 min read

Only one in three (32%) wealth managers and financial advisers rate their firm’s ability to track future potential performance of asset classes as 'excellent', according to Ortec Finance.

Nearly half (42%) of respondents considered their performance tracking capabilities 'good', while 25% deem them 'average'. In response, more than eight in ten (84%) wealth managers and financial advisers indicated plans to increase investments in new tools and solutions over the next three years to improve their estimates of key asset classes' future performance. Of these, 11% anticipated an increase in investment levels, while only 15% expected their investment levels to remain unchanged. The primary driver behind this surge in investment is client demand, Ortec Finance found. Fur...

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 Your profession

Polling high – should advisers bank on Reform UK holding on?

Polling high – should advisers bank on Reform UK holding on?

Nigel Farage-led party's policies would likely mean big tax changes if Reform came into power

Isabel Baxter
clock 30 July 2025 • 7 min read
Financial planning 'badly' needed PFS £1m talent pledge – what next?

Financial planning 'badly' needed PFS £1m talent pledge – what next?

Considerations include representation, showing not telling, and small business support

Jen Frost
clock 29 July 2025 • 6 min read
FNZ hit with $4.6bn class action from employee shareholders

FNZ hit with $4.6bn class action from employee shareholders

Claimants argue institutional investors received new shares and warrants on more favourable terms

Sahar Nazir
clock 28 July 2025 • 1 min read