Twenty7tec has onboarded more than 90 users across 15 firms to its ADVICE CRM in the first quarter of 2026, as demand grows for more configurable adviser technology.
The latest figures point to continued growth for Twenty7tec, with adoption spanning firms of varying sizes, from larger enterprise businesses to smaller advisory practices.
The business said the increase reflects a broader shift among advisers towards systems that can be tailored to individual operating models, rather than relying on standardised platforms.
A key factor in the recent uptake has been the firm’s onboarding process, which is designed to align the CRM with existing workflows. This includes supporting data migration and configuring the platform to match firm-specific processes.
Kaya Harrington-Dalton, onboarding team lead at Twenty7tec, said: “Every firm we work with operates slightly differently, so our focus is on understanding their processes and configuring the platform to support how they already work.
“It’s not just about getting firms live, it’s about making sure their teams feel confident using the system and that it becomes part of their day-to-day workflow.
“That’s what drives long-term adoption and value.”
The company said this approach allows firms to transition at different scales, from smaller teams to full business rollouts, while maintaining consistency across advice processes.
The increase in adoption also reflects rising demand for technology that can improve efficiency, support compliance and scale alongside growing firms. At the same time, increasing complexity in the advice process is driving interest in systems that can support a more connected, end-to-end customer journey.
Nathan Reilly (pictured), chief customer officer at Twenty7tec, added: “We’re seeing increasing demand for technology that can adapt to the needs of individual firms rather than the other way around.
“The strength of our onboarding team is a big part of that, ensuring every customer is set up for success from the outset and able to get real value from the platform.”
The firm added that as adviser requirements continue to evolve, the ability to implement technology quickly and in a way that reflects internal processes is becoming more important, with further developments in this area expected later in 2026.
