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Investment Management: Advisers' demands, desires & dissatisfactions

Take our survey here! As an adviser, how much do you think about the key digital features you want from your investment managers? For example, why do you use one DFM over another and what might encourage you to place more assets with them?

This latest piece of research investigates advisers’ demands, desires & dissatisfactions with their investment managers. We’re keen to learn more about how the right digital relationship management tools can help improve client acquisition, engagement, and retention.

The data collated from the survey will inform the production of a white paper released later in 2022. All poll respondents will be entered into our weekly prize draw, and also given complimentary access to the research paper in advance of the main launch event.

  • A £100.00 Amazon voucher
  • A £100.00 donation to a charity of your choice


  • To help advisers to identify where their pain points are with existing processes, and where there’s an opportunity to improve the client experience
  • To help investment managers to understand what types of tools and functionality they can offer advisers to help them to grow their business