New research from Defaqto, based on a survey of 120 UK financial advisers, reveals a significant confidence gap at the heart of adviser technology.
Only 7% of advisers say they are very confident their tools produce consistent outputs — and 89% believe disconnected systems are creating hidden costs across their business.
Most advice firms have invested heavily in technology. Yet many tell us their day-to-day experience still feels more fragmented than it should be: systems that don't speak to each other, outputs that don't always match, and an increasing amount of manual checking to keep everything consistent.
This report explores how disconnected systems quietly absorb adviser time, introduce data inconsistencies and increase operational exposure — and what that means for adviser confidence, capacity and documentation quality.
What the research found:
- 89% of advisers use three or more systems across the advice journey
- 67% re-enter the same data often or very often
- Only 7% are very confident their tools produce consistent outputs
- 89% agree disconnected technology increases cost and risk in their business
The report also includes a four-question workflow check-in to help advisers identify where friction may be affecting their own practice.
Download the report
- How much friction might disconnected technology be adding to your workflow? Use our four-question checklist to find out.
- Learn more about Defaqto Unity