Understanding What Investment Advisors Need in the UK Wealth Management Market
Martlenz Knowledge Services partnered with a global consulting firm to decode how independent financial advisors (IFAs) and wealth managers in the UK view and use investment platforms. The study uncovered integration gaps, rising ESG (Environmental, Social and Governance) demands, and the growing call for user-friendly solutions, enabling the client to refine its platform strategy for stronger adoption.
Summary
Discover how Martlenz engaged 40 senior financial professionals across the UK to reveal what drives platform preferences, what frustrates advisors, and how demand for ESG-aligned solutions and intuitive tools is shaping the future of wealth management.
The Challenge
Reaching senior financial advisors within tight timelines, while uncovering real perceptions around platform usage, integration issues, and unmet needs for advanced features like ESG investment tools and simplified workflows.
The Martlenz Approach
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Conducted 40 telephonic in-depth interviews across key UK financial hubs in just 3 weeks
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Targeted independent financial advisors, portfolio managers, and senior executives
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Explored platform selection criteria, client management challenges, demand for ESG tools, and expectations around user experience
The Result
The study revealed that 60%+ of advisors struggle with tool integration, 55%+ see rising ESG client demand, and 70%+ would switch to platforms offering better user experience and intuitive reporting. These insights armed the client with actionable intelligence to refine their strategy and strengthen adoption in a competitive market.
