Twenty7tec introduces proactive monitoring solution to safeguard adviser pipelines
ADAPT ensures advisers are automatically alerted when a selected product is impacted by amended pricing, fees or criteria.
Twenty7tec has announced the launch of ADAPT, an upgrade to its RESEARCH platform designed to help advisers stay ahead of product withdrawals, rate changes and criteria shifts.
The platform has more than 31,000 live products, with over 300 individual lender changes recorded in January alone, covering tens of thousands of separate product amendments.
Built as a proactive monitoring solution, ADAPT continuously tracks advisers’ recommended products from the point of sourcing through to submission, reducing the risk of sudden market changes disrupting client cases.
The tool provides active case monitoring with up to 12 months of rolling coverage, delivering daily digests that highlight rate, fee and criteria changes. Alerts are fully documented, creating a clear digital audit trail that demonstrates ongoing suitability monitoring and strengthens compliance processes.
ADAPT will be available to RESEARCH users from 6th March, with activation available through their account manager.
Nathan Reilly, chief customer officer at Twenty7tec, said: "Advisers are operating in a market where product withdrawals and pricing changes can happen at any point in the advice journey. ADAPT is about giving them confidence and control in that environment. By proactively monitoring recommended products and flagging changes in real time, we’re helping advisers protect their pipeline, reduce unnecessary rework and deliver a smoother experience for their clients. It protects advisers against volatility while saving valuable time, which is exactly what advisers need in a fast-moving market.”
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