Netwealth IQ
AdviceTech Buyer's Guide 2025
Discover emerging technology trends and explore those suppliers most frequently used by firms.
High Potential Technologies are those that experience significant year-on-year growth or have a high intended adoption rates in the next 24 months, yet today's usage is relatively low.
Year on year expenditure on technology as a percentage of revenue has stayed flat for the last 3 years, perhaps indicating advice firms are doing more with the same.
On average, advice firms use 22 technologies in their practice. Most are for different purposes, but there is often overlap. Look for solutions that not only solve a business problem, but can share data to other systems.
Netwealth Unify
Netwealth Unify is a cloud-based data management platform that connects and cleans data from multiple systems, creating a single source of truth for your business. It transforms raw data into actionable insights through integrated dashboards, helping you make informed decisions and uncover new opportunities.
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