Netwealth 2018 AdviceTech Report

Based on research conducted in March 2018 by Netwealth with Australian wealth professionals.

Welcome to the 2018 Netwealth AdviceTech research report - a report designed for the Australian advice industry and technology companies that support it.

This report paints a picture of how technology is currently being used and provides insights into must-have, high adoption services in addition to disruptive technologies that are not yet being adopted.

We believe this analysis and the findings are vital for advisers and the ongoing success of a thriving Advice Tech community.

In this report you will learn:

  • What technologies advisers are using today, and plan to use in the next 24 months
  • What advice will look like in the next five years.
  • A glossary of advice technologies, their main benefits and key suppliers
  • A simple tool to prioritise technology investment using a popular framework called Three Horizons


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