Adam Higgs: How does your business's 'tech stack' stack up?

Over the last two years the adviser technology landscape has undergone dramatic changes. We have seen substantial sums of money spent by global investment houses such as Invesco Perpetual, Praemium and Schroders to purchase Intelliflo, Plum Software and Benchmark Capital respectively. While much of the money has been spent on practice management systems, an adviser's technology stack is often made up of far more systems - and how these systems interact can play a major role in how efficient advisers can be. We work in a data-hungry industry. As such, how we handle and store this data ...