Adviser frustration with “fragmented” back-office systems has continued due to a lack of integration being the biggest pain point, NextWealth has found.
The latest findings from its Adviser Tech Stack: Adviser Reviews September 2025 report revealed that adviser firms are deploying a range of strategies in response to their frustration over the "persistent pain points of fragmented systems and poor integration". They are either: focusing on extracting more value from their existing systems, rather than replacing them, rebuilding their tech stack from the ground up, or holding off on change, watching the market before making any major decisions. Financial advice professionals polled in the research repeatedly stressed that "while indivi...
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