AdviserTech®

Founded in 2017, AdviserTech Ltd is a UK-based technology firm specializing in providing bespoke software solutions and consultancy services exclusively for financial advice businesses. The company's mission is to help financial advisory firms enhance efficiency, improve client engagement, and ensure regulatory compliance through custom-built technology. They build a range of solutions, including client portals, fact-finding tools, and integrations with existing platforms, rather than offering a single off-the-shelf product.