A year of transition: What next for adviser tech in 2023?

Slow progress on integration but clear signs that momentum is building

clock • 4 min read

Peter Calvert takes stock of the last 12 months in technology, saying the next generation of clients will, rightly, expect innovation across financial services

In January, one of the primary tech trends that I forecast was integration. It's largely become a buzzword in advice tech over the last twelve months with very little to back it up. Now my crystal ball may need some calibration, but to me, the main appeal of integration is the fact that it is an enabler for new players in advice tech. Whilst integration hasn't happened at the rate I'd like to see, we've without doubt witnessed new entries and scaling tech businesses that have the potential to integrate and further innovate the advice process. My belief was, and is, that the days of le...

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 Technology

How not to fall for the AI plausibility trap

How not to fall for the AI plausibility trap

'Trust in financial advice takes years to build. It has never been easier to put at risk'

Tadhg Buckley
clock 07 May 2026 • 3 min read
Söderberg, Seccl and Plannr launch second phase of platform integration

Söderberg, Seccl and Plannr launch second phase of platform integration

Aims to ‘eliminate friction’ across advice journey

Sophia Panayi
clock 05 May 2026 • 2 min read
'Clients don't want to be impressed by your tech stack'

'Clients don't want to be impressed by your tech stack'

PA360 panellists highlight AI is not taking over admin or paraplanner jobs

Isabel Baxter
clock 29 April 2026 • 4 min read