Mapping fintech to the financial planning process and guiding you through selection.

FPA fintech buyers guide and checklist

To help you assess what fintech your business needs, and guide you on finding the right provider.


Mapping fintech to the financial planning process: FPA report

Identifies and matches fintech solutions to the financial planning advice process.


Technology Assessment Template

A checklist to guide the software selection process.


Mapping FinTech to the financial planning process

A guide to fintech solutions for your advice practice.

Note: We recommend that you view this tool on a laptop/desktop. Hyperlinks won’t work when viewing on a mobile device and/or tablet.



We’d be delighted to talk you through any questions you may have. Simply email us at [email protected].

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