The UK advice market has never had more tools to choose from – and never had more pressure to choose wisely. The infographic maps the full tech stack for a small independent advice firm (2–20 people), from your CRM and cashflow modeller through to compliance monitoring and business ops.
The outer ring shows where AI is actually landing right now – not where vendors claim it’s heading, but where firms are genuinely deploying it today. The inner teal ring highlights the six AI tools getting the most traction in the IFA market in 2026.
Hover over any tool to see what it does and why it’s on the wheel.
UK independent financial adviser tech stack
Small firm (2–20 people) · Outer ring = AI heat (cool → hot) · Teal ring = AI tools in active use · Hover to explore
35+ tech tools for UK Independent Financial Advisers
Marketing & Biz Dev:
Airtable | MailerLite | Calendly | Gamma
Adviser CRM & Client Data:
IntelliFlo | Plannr | Curo | IRESS Xplan
Client Meetings & Notes:
PlannerPal | AdvisoryAI | Otter ai | Fireflies
Suitability & Reports:
Saturn AI | AdvisoryAI | Synaptic | Aveni Assist
Risk & Cashflow Modelling:
Dynamic Planner | Voyant | FE CashCalc | Timeline
Compliance & Monitoring:
Aveni Detect | Recordsure | Thirdfort | threesixty
Platforms & Valuations:
Transact | Nucleus | FE Analytics | Defaqto
Business Ops & Finance:
Xero | Microsoft 365 | BrightHR | Power BI
The Financial Adviser AI tools getting real traction right now:
Saturn AI | Aveni | PlannerPal | AdvisoryAI | MS Copilot | Claude/GPT
The heat map on the infographic shows exactly where AI is landing “hottest” – not vendor hype, actual deployment.
I’ve verified very tool on this list is verified against published sources.
Make sure you conduct your own due diligence to ensure all vendor tools meet specific FCA or other UK regulatory obligations.
Philip Teale is a MCIM marketer with over 10 years’ experience working with financial advisors – helping them gain new revenue and clients using online channels and AI-powered workflows.
