Netwealth AdviceTech 2025 Report

Turning data into growth

Get the practical playbook that helps unlock growth through data, automation and AI.

Download the report
Overview

The connected advice firm

The convergence of a tech boom and a data boom are reshaping the way advice is delivered. Are you turning that change into growth?

 

Based on research with more than 300 advice professionals, the Netwealth 2025 AdviceTech research explores the intersection of data, automation and AI. Using AdviceTech Stars* as a benchmark, we identify trends and examine practical steps that advice firms can take to build smarter client experiences, more efficient operations and real growth.

 

The playbook

A data, AI and automation playbook

Download the AdviceTech 2025 Report to get a hands-on guide, based on deep research. Inside, you’ll find practical checklists, case studies and tools to help your firm outpace peers and build a data backbone and enhance your AI capabilities.

 

Inside the playbook you’ll find:

 

  • AI prompts for client communications, meeting notes, compliance and QA
  • Data & KPI dashboards to track, measure and improve performance
  • Implementation cheat sheets and checklists to kick-start your data and automation projects
  • Segmentation models for personalised client communications
  • Researched statistics to use in helping prove the business case for data, AI and automation

 

Use the playbook to build out your data, AI and automation strategy.

 

 

 

 

 

Advice firms are embedding analytics into daily and strategic decision-making. From dashboards to scenario planning, data is becoming the operating system for advice businesses.

 

Triggered alerts and automated workflows are helping advisers deliver communications that are timely, relevant and compliant, strengthening client trust and engagement.

 

From onboarding to reporting, automation is streamlining processes, reducing errors and freeing up adviser time for higher-value work.

 

Generative AI is no longer an experiment. Leading firms are embedding it into daily workflows for meeting notes, content creation and compliance - reshaping productivity and scale.

 

As advice becomes more digital, trust is non-negotiable. AdviceTech Stars are investing in governance, cyber resilience and secure systems to safeguard client confidence.

 

Integration technologies and centralised data environments are helping firms unify systems, improve reporting, and build the foundation for personalisation and AI.

Watch & listen

More ways to build your data, AI and automation skills

Webinar: The connected advice firm: Six mega trends driving change

Join Sophie Firminger, Head of Technology Sales & Consulting at Netwealth, as she unpacks the findings of the 2025 AdviceTech Report. Learn how the six key trends are reshaping advice, see real-world examples, and discover how you can put the playbook into practice.

Register now | 22 October 2025

In this episode of Between Meetings with Matt Heine podcast, Dan Solin explores how AI and avatars can scale personalisation while keeping advice simple, transparent and client-first. He shares why listening is a competitive edge, critiques outdated fee models, and explains how tech and human touch combine to deliver meaningful advice in a changing landscape.

Listen to the episode

 

 

 

 

 

Download now

Complete the form to download your complimentary copy of the 2025 AdviceTech report on turning data into growth

 

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*AdviceTech Stars are the industry’s benchmark, using more tech, serving more clients, and achieving higher growth and profitability - not by outspending, but by out-executing.