Twenty7tec onboards 90+ users across 15 firms in Q1 as demand grows for configurable advice CRM

14 May 2026

Twenty7tec has continued its growth trajectory in Q1 2026, onboarding more than 90 users across 15 firms onto its ADVICE CRM, as demand increases for more flexible, firm-first technology.

The figures reflect adoption across firms of all sizes, from enterprise businesses through to smaller advisory firms, highlighting the growing need for systems that can be configured around individual business models rather than forcing a one-size-fits-all approach.

A key driver behind this growth is Twenty7tec’s onboarding capability, with a dedicated team working closely alongside sales to deliver a tailored implementation for every firm. This includes aligning the platform to existing processes, supporting data transfer where required, and ensuring users are confident and comfortable with the system from day one.

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.”

This collaborative approach ensures firms can transition smoothly, whether onboarding a handful of users or rolling out across larger teams, while maintaining consistency and control across their advice processes.

The continued uptake reflects a wider shift across the market, as advisers prioritise technology that improves efficiency, supports compliance and can scale alongside their business. At the same time, growing complexity across the broader advice and homeownership journey is increasing demand for solutions that can connect more of that experience end-to-end, beyond traditional CRM capabilities.

Nathan Reilly, 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.”

As firms continue to navigate evolving customer expectations and more complex advice journeys, the ability to implement technology quickly, effectively and in a way that reflects their own processes is becoming increasingly important. As the advice landscape continues to evolve, the need for more connected, end-to-end solutions is becoming increasingly clear, with further developments in this area expected later this year.