NextWealth Directory

From financial planning tools to back office, we list the providers and tell you what your peers think of them.

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The NextWealth Directory rates and reviews the technology that supports financial planning businesses, including the main platforms and back office providers. The NextWealth Directory is for business owners, financial planners, paraplanners and support and ops staff looking for realistic views on what works, and in particular, what pieces of technology can integrate together.

Click on a product area below to compare current providers and to read reviews from your peers. Please also leave a review of any providers you work with.

Back Office Systems

Back Office Systems are often the backbone of a financial planning firm’s technology infrastructure, but they are also a huge source of frustration. Here we profile the main players, provide user reviews and detail integrations.

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Cash Flow Modelling

Cash flow modelling has become an integral part of a holistic financial planning service for many firms and supports specific advice processes for others. Compare reviews, features and integrations here.

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Client Portal

“Marmite” of advice technology; an essential part of an up-to-date digital offering for some firms and a distraction and non-starter for others. If a client portal is right for your proposition, review features and integration options here.

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Price often drives platform choice but poor service is the top reason advisers move assets off of a platform. Our directory helps you get the truth about platform service levels, before you put a customer’s money on the platform. We give our view on the relative merits of each platform and share user reviews.

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Risk Profiling

Risk profiling has evolved into an integrated part of the advice toolkit for most firms, as well as coming under significant regulatory scrutiny in recent years. Advisers need to be comfortable with the methodology and language as well as integration options.

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Not sure where to start?

Want to see a full list of products? Follow the link below to see all products which we have.

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Tech spend: is it worth it?

We launched the NextWealth Directory because we want to support advice businesses in conquering your tech stack, to help firms thrive in challenging times.

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Good news for Timeline and Transact users

Timeline Retirement Income Software announces data integration with Transact. We refer often to the quote made to us by the head of a financial planning firm who described her technology infrastructure as a ‘messy ball of string’.

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The DFM dilemma: Is agent as client putting the risk on advisers?

Heather Hopkins' article on the 'The DFM dilemma: Is agent as client putting the risk on advisers?' has been published in Money Marketing. Heather discusses the 'agent as client' model used across the industry. 

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