AdviserSoftware.com has launched a monthly guide aimed at helping advisers better understand advice technology solutions, services and suppliers in the market.
The guide titled ‘Adviser Tech & AI – Everyone You Need to Know’ simplifies the process of selecting the right technology partners.
It breaks down key considerations, showcases solutions across the market and offers practical insights, which it says will help advisers drive efficiency and profitability and better client outcomes.
The guide, which is free, will include a summary and detailed analysis of the various technology solutions, with insights into the different software options available and their functionalities.
It will also spotlight between four to six providers each month to help advisers stay on top of the fast-moving technology landscape.
The areas covered include AI tools and services, practice management systems, client portals, financial and cashflow planning, risk profiling tools, mortgage sourcing and equity release systems.
Ian McKenna, founder of AdviserSoftware.com, said: “Over the last year, an unparalleled number of new advice tech propositions have launched. This makes it harder than ever for advisers to choose the right tech.
“Our mission is to offer a single, trusted destination where advisers can learn about all the players in the tech space, not just the well-known names. We don’t just list who all the technology suppliers are, our analyst team interrogate the systems, working with suppliers to produce detailed and accurate analysis of what their systems do in order to better inform prospective customers.”
McKenna added: “Time is an adviser’s most valuable resource, and the right technology can be a huge benefit enabling them to spend more time with clients.”
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