Three of the UK’s most widely used adviser technology systems – Dynamic Planner, FE fundinfo and True Potential – have been added to AdviserSoftware.com’s AdviceTech AI comparison service, alongside start-up Marloo.

The additions take the total number of AI propositions available for comparison on the platform to 25, allowing financial advisers to assess services online and generate comparison reports “in minutes, at no cost”.

The service is designed to help advisory firms identify which AI tools best meet their operational and compliance needs, at a time when artificial intelligence is moving from the fringes of advice technology into the mainstream offerings of established providers.

Commenting on the latest additions, Ian McKenna, founder of AdviserSoftware.com, said: “Adding three AdviceTech giants, each with outstanding propositions, is a great step forward for the service and supports our mission to be the best place for advisers to go to find detailed information about technology to run their firms, compiled by a team who all have many years’ experience working in adviser businesses.

“It is a very positive move for the customers of each system that they are adding AI to their propositions. Each has many thousands of adviser users who want to weigh up their best options, using AI to achieve significant time savings and process improvements in their businesses.

“I’m also pleased to welcome Marloo to the service. There is no sign of the number of new Advice AI solutions slowing down and we are working to add even more of these to the service early in 2026.

“We have moved on from an AI market that was just made up of start ups. Advisers now want to look at what AI their established technology providers can offer and equally which additional start-up services can best compliment these.

“A key trend in 2025 has been that large numbers of firms have established additional independent budgets to source AI technology, but they want to spend this money wisely. Our system is built to help them focus on their best options and make the right decisions.”

ALREADY A CORE COMPONENT

Jane Hodges, founder of Money Honey Financial Planning, said the comparison service had already become a core part of her firm’s technology decision-making.

She said: “we use the AdvisorSoftware.com site regularly to review our tech decisions. Their AI comparison Service guided us in choosing our AI solutions.

“As a long-term user of both Intelliflo and Dynamic Planner it is great to be able to compare them side by side with our other AI tools to see what each can do for us. This will save me many hours I would need to spend doing this myself.

“During each of the Consumer Duty Alliance roadshows this year I have been encouraging advisers to use this service as the first place to go when looking for advice technology, it has saved us literally days of research and makes choosing the best tech far easier.”