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