About AdviserMate
Technology that works for advice
AdviserMate was founded to offer specialised, high-quality Xplan consulting and customisation — and to make advice technology genuinely work for the businesses that rely on it.
A unique blend of technical and advice expertise
At AdviserMate, we bring a unique blend of technical prowess and real-world financial advice experience — so our technology solutions are not just innovative, but deeply aligned with the practical needs of financial advisers.
Benjamin Peck — Founder
AdviserMate was founded by Ben Peck, a leader with a rich history in the financial advice technology sector. With over 20 years of experience in the advice-tech industry, including significant experience running Advice Technology teams for licensees, Ben's vision for AdviserMate stems from a desire to offer specialised, high-quality Xplan consulting and customisation services. His background as a qualified financial adviser and hands-on experience in advice businesses of all sizes enriches our understanding of the financial advice landscape.
Our Mission
Our core mission is to empower financial advice businesses by optimising their use of technology, with a particular focus on Xplan. We specialise in enhancing these technologies with custom functionalities and efficient integrations, tailoring them to the unique needs of each client. While Xplan is a significant part of our expertise, our approach encompasses a broader vision to streamline the entire financial advice process through advanced technological solutions.
Our Expertise
At AdviserMate, we bring a unique blend of technical prowess and real-world financial advice experience. This holistic perspective ensures that our technology solutions are not just innovative but are also deeply aligned with the practical needs of financial advisers.
Looking Ahead
We are excited about development projects that aim to bridge the gaps in current financial advice technologies. Our focus is on optimising existing systems, facilitating effective integrations, and leveraging emerging technologies to provide cutting-edge solutions — driven by our commitment to enhance the functionality and usability of financial advice tools.
Arrange a chat with us
Reach out to discover how AdviserMate can help your practice make the most of its technology.