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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.
Practice Management 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.
Cashflow 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.
Suitability 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.
Cash management tools have become a newer addition to the advice process. If a cash management tool is right for you review features and integrations here.
Some tools simply don’t fit in a wider bracket, yet provide much valued services to the advice process. You can explore these tools in further detail including integrations available and user reviews.
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