With rise of AI within the financial advice market, the spotlight is being turned on back-office, platform and technology providers – which ones are stepping up to the plate and delivering for advice firms and, importantly, for paraplanners.
You will know which ones have the best quality of service, onboarding, support teams, and customer care, etc.
Who would you nominate? You can tell us HERE.
This year we celebrate the 10th anniversary of the Awards and we’d like to have the voice of as many paraplanners and administrators as possible involved in them.
The categories in this section of the awards are below. This year we’ve introduced a new award for AI technology provider. If you are using an AI software, at this stage of evolution in this category, has a system particularly caught your eye?
Previous winners in these award categories have included, intelliflo, X-Plan, Transact, Standard Life, Quilter, Parmenion, threesixty, CATS, Fidelity Adviser Solutions, Royal London and M&G Wealth. There are of course many others that could be added to this list of potential nominees – but which providers have stood out for you?
The categories in this section of the awards cover:
- Best back-office software provider
- Best platform
- Best AI technology provider
- Best third-party support/compliance service
- Best provider website
- Best Independent Product or Service Provider
It takes 5-10 minutes to let us know. Thank you in advance for your time and participation.
Deadline for nominations is Friday 1 May.
And if there is another paraplanner or administrator in your firm who you think will want to nominate in one or more of these categories please forward this email to them.
ALSO, have you entered the Awards for Paraplanners and Administrators as yet? There are 7 categories to enter. You can request an entry form HERE. Closing date for entries is midnight Monday 27 April 2026.
The 7 categories are:
Paraplanner of the Year (In-house)
Outsourced Paraplanner of the Year
Paraplanning Team of the Year
Paraplanner Team Leader of the Year
Investment Paraplanner of the Year
New Paraplanner of the Year
Administrator of the Year
Main image: jael-vallee-uq7Ld3rNd1Y-unsplash
