In our recent Adviser Survey, we asked you what your priorities were for the remainder of 2025 and what you see as the biggest challenges:

respondents told us regulation was their number one challenge

growing their client base was a top focus

“ too much admin” was the biggest challenge in their role

As the advice landscape continues to evolve and regulation becomes more challenging, the ability for an advice firm to increase capacity whilst remaining compliant has never been more important.

The emergence of new AI tools to the market, is no doubt going to help in the long run, but does just adding more tools into the tech stack mean faster, more compliant business processing? We believe that’ s unlikely.

The key to unlocking the efficiency conundrum, is integrating your existing tools, not just adding more.

The past five years have significantly accelerated the capability of tech suppliers in many areas, but the standout development has been tech suppliers’ willingness and commitment to working with each other. Suppliers spotted the need for smooth integration and acted quickly. Secure APIs and data security are now established between suppliers, and ready to start to benefit you.

36 | The Adviser