Julie Best: What advisers really want from technology providers

'Advisers need effective infrastructure'

clock
Julie Best: "We have seen universal agreement that different pieces of adviser technology should be much better at talking to each other."
Image:

Julie Best: "We have seen universal agreement that different pieces of adviser technology should be much better at talking to each other."

"Elon Musk is trying to send people to Mars and we're still faffing around whether clients can fill in an online fact find," one financial adviser tells Julie Best. Here, she discusses what five things advisers actually want from technology providers …

When a grand total of zero people raised their hands in an audience of more than 350 financial advisers and planners at April's PA360 event after they were asked "are you happy with your current technology...

To continue reading this article...

Join Professional Adviser

 

  • 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

Nick Eatock: "Making best use of technology can help drive process efficiencies and improve the client’s engagement with their financial plan."

Nick Eatock: Using tech to drive efficiency and boost client engagement

Increasing customer engagement

Nick Eatock
clock 27 May 2022 • 4 min read
Fidelity launches financial planning software underpinned by AI

Fidelity launches financial planning software underpinned by AI

‘Innovative approach to financial planning’

clock 26 May 2022 • 1 min read
Figures published in April1 showed the continued popularity of sustainable funds, with £1.8 billion pouring in, according to M&G

Third of UK investors turn to advisers for ESG support - M&G

'Lack of knowledge'

clock 25 May 2022 • 2 min read