Netwealth's 2024 AdviceTech Report
Building a culture for digital transformation
Discover the principles and techniques for effectively incorporating new technology into your business.
Click on the link below to download the 2024 AdviceTech Report on Building a culture for digital transformation.
If you would like to speak to someone from Netwealth about this guide or one of our products and services, click here.
AdviceTech trends to stay aware of
2023 AdviceTech Report and Buyers Guide
2023 AdviceTech Report: Humans with Machines
Download Netwealth's AdviceTech report, Humans and Machines, provides a detailed examination of the role artificial intelligence (AI) and adjacent technologies will have for advice firms. We draw on extensive research to provide areas of focus, detailed examples and useful tips so you can deploy AI successfully into your practice today.
Download the report
2023 AdviceTech Buyers Guide
This report is based on research from 250+ advice firms and provides valuable information on pivotal technologies and trends in Australia. It allows you to benchmark your tech usage and supplier adoption against high-performing 'AdviceTech Stars' while exploring 30+ available AdviceTech solutions, including their key features, benefits, and top suppliers.
Download the guideResources
Workshops and tools for the firm of the future
Access workshops and tools to help your team innovate and deploy technology more effectively.
AdviceTech Roadmap workshop
Develop your AdviceTech roadmap by investigating and prioritising the different technologies available to your business.
Customer journey workshop
Use this full-day workshop to identify pain points in your customer’s experience with you, and identify digital solutions to address them.
Prioritisation matrix
When there are lots of technologies how do you prioritise them? Using this simple tool you can, by plotting them on our 2x2 prioritisation matrix.
2024 AdviceTech Report: Building a culture for digital transformation
This report examines how the best businesses and advice firms continually invest in, deploy, implement, and roll out technology. Discover the principles and techniques for effectively integrating new technology into your business.
Why your technology offer matters to family offices
Learn how your firm’s investment in technology can be offered to family offices to improve their operational efficiency, elevate reporting, support better portfolio and investment decisions, and improve family communication.
Sharpening advice firms for a competitive edge
Dean Lombardo, Founder & Principal of Effortless Engagement explains how re-engineering adviser processes could lead to better client outcomes and suggests that the best businesses are already using AI and other tools to enhance their client engagement and value proposition.