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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.
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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.
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.
“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.
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.
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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Josh Butten of boosst talks adviser tech
Josh Butten was born to be a financial planner and he exudes enthusiasm about his chosen profession. We met at the NextGen Conference in Manchester and got to talking adviser tech. boosst are serious about tech. They self-describe as “a business that embraces new ideas and strives to make the best use of technology as it evolves.” And they take their tech seriously as I found out when I spoke to Josh.
Popular Tech Amongst Financial Planners
IWe wrote a blog post for Voyant's website. We discuss some of the findings from our research in launching this directory.
Excel for cashflow planning
Excel is used for cash flow planning by about 7% of financial planners. I spoke to a financial planner last week who said she uses Excel spreadsheets to run cash flow planning.