Financial Technology Research Centre
Researching fintech before it was even invented!WHO WE ARE:
Established in 1995, FTRC is a boutique fintech consultancy with three decades of experience at the intersection of financial services and technology. We work across regtech, wealthtech and insuretech, and we were doing it long before those words existed.
WHAT WE DO:
We help financial advisers, insurance companies, investment platforms, asset managers and technology companies make better decisions through independent research, powerful comparison tools, and hands-on consultancy.
WHY IT MATTERS:
In a market being reshaped by AI, Consumer Duty and rapidly evolving consumer expectations, the ability to navigate change with confidence has never been more important. That’s what we provide.
EATT2027 – The technology agenda for advice firms planning their next three years
One day. One room. The keynote, four plenaries and the tech that will shape how you advise between now and 2029.
EATT is the UK conference built for financial advisers who want to know what technology actually changes about running an advice business — not what it promises to change.
Now in its 8th year, EATT brings together advisers, paraplanners, platforms, providers and the people building the next generation of adviser technology. The 2027 programme looks squarely at the period ahead: how advice firms stay personal in an AI-driven market, how tech shapes what a firm is worth when its founder steps back, where platforms are heading, and what replaces the adviser website.
Every session is framed around the three things that decide whether technology is worth the investment: Adviser Experience (AX), Business Experience (BX) and Client Experience (CX).
Visit www.advisersoftware.com/eatt for more details and to book your ticket!
Visit Our Websites:
The essential resource for technology-forward financial advisers
Stay ahead of the curve on AI tools, adviser software and wealth technology. Advisersoftware.com helps you understand what’s changing, what’s worth adopting, and how innovation can improve outcomes for your clients.
Features: Online forums • Industry surveys • EATT event coverage
Independent ratings and insight for employee benefits and workplace pensions
The go-to platform for advisers specialising in employee benefits, pensions and financial wellness. Access comprehensive ratings, open banking insights, wellness benchmarks and Auto Enrolment governance data — the evidence base your client recommendations deserve.
Key ratings: Wellness & open banking (April) • Auto Enrolment & Workplace Pension (September)
Specialist protection research that helps advisers do right by their clients
Technical research, product comparisons and quality assessments for life, critical illness and income protection.
Protection Guru Pro (PGP) gives advisers the tools to demonstrate genuine policy value, on quality as well as price, meeting FCA Consumer Duty obligations with confidence.
Our Offerings:
Research and Benchmarking
Comparison tools built for the real world of financial advice
Our benchmarking systems enable advisers to compare financial products in depth and produce clear, client-ready analysis in minutes. For product and proposition managers, the same tools provide a rigorous framework for competitive analysis and identifying areas for improvement. Our latest enhancements include Critical Illness policy wording comparison and detailed governance report generation for workplace pension scheme reviews.
Market Insight Reports
In-depth analysis of the issues shaping the advice market
Our research reports provide detailed, regularly updated analysis of the trends, challenges and opportunities facing the UK financial advice market.
Current areas of focus include:
- AI and technology adoption across adviser firms
- Adviser Software Insights — how technology choices shape product selection and client outcomes
Collaboration & Industry Dialogue
Where the industry comes together to tackle the big questions
We convene advisers, providers, platforms and technology suppliers to discuss the issues that matter most — and to find collaborative ways to address them. Our events and online forums bring a wide range of firms into the conversation, from major institutions to independent practices. If you want to shape the direction of the market rather than simply react to it, this is where to start.
Bespoke Consultancy
Independent expertise for the decisions that matter
When you need specialist guidance on the operational, technology and compliance challenges facing your business, our consultancy team brings three decades of sector knowledge to bear. We work with firms of all sizes, from global institutions to FinTech start-ups.
Services include:
- External validation of new service development
- RFI process support
- Proposition assessment
- Strategic consulting
- Vendor selection (Client Management Systems, B2C services, platforms and provider partners)