The Adviser Issue 14 | Page 35

Adviser tech usage

We asked about the tech you currently use, and plan to use in the future.
How many tech solutions do you currently use?
35
30
25
56 %
20
15
10
5
0 One Two Three Four Five Six Seven Eight
Is this likely to change? Increase Decrease Stay as is
Tech plays a vital role in adviser business today, with almost half using four or five tools. The use of tech looks set to increase, with 41 % saying that they are looking to add more solutions, with 75 % of those advisers saying that any new tech will need to integrate.

46 %

are planning to add more solutions

78 %

say new tech will need to integrate
October 2025 | 35