• Digital Wealth Insights - a current state assessment

  • DWI Report image 1.pngF&TRC have spent many years examining how advice is evolving both in the UK and internationally with a particular focus on the role of technology.

    Our flagship Digital Wealth Insights report provides a current state assessment of the various types of WealthTech propositions available in the UK.

    The report investigates the key data, essential functionality, core components and principles within each digital advice proposition providing:

    • An unbiased view of players in the UK digital advice market

    • Analysis of the propositions currently available for:

    • Non-advised investment

    • Advised investment

    • Personal Financial Management

    • Micro-saving tools

    • Comparison tables for an easy understanding of who does what

    • Informed commentary and analysis

    • A high level overview of F&TRC’s ‘best practice’ digital advice models

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    The report also includes our analysis of each proposition, broken down as follows:

    • Proposition Overview

    High level overview of the service including a short summary of the proposition written by the provider

    Strengths & Areas with Scope for Improvement

    Our assessment of the proposition’s strong points and where enhancements might be made

    DigitalWealthInsight Heart Ratings

    Our subjective assessment about the proposition based on our experience in speaking to the organisation, our perspective on their proposition and how we feel about their potential to transform the way consumers’ manage their money

    Detailed Functionality

    A full summary of the proposition across 44 areas of functionality

    F&TRC Detailed Analysis

    Our in-depth analysis of the proposition

    Proposition Roadmap & Existing Client List

    A summary of the planned enhancements over the coming 12 months plus a list of users’ of the service

    Best of Breed Functionality Map

    A graphical analysis of the components and functionality within the service analysis

     

     

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  • Subscription Plan

  • Digital Wealth Insights report (single deliverable):  £5,000 + VAT

    OR

    Digital Wealth Insights report + Monthly updates:  £3,000 + VAT plus 11 monthly payments of £500 + VAT

    We will typically add/update 6-8 reviews per month

     

    Optional Extra:

    Half day workshop to review report and identify priorities for relationships with Digital Advice proposition providers (with two F&TRC consultants):  £2,750 + VAT

    Meeting in London or via video conference - please contact us for onsite pricing

  • For more details, or to order the report, please contact F&TRC on 020 3740 0000 or email info@ftrc.co.uk