Cloud-hosted email and communication services

Discover the top suppliers for cloud-hosted email and communication services used by wealth professionals, and learn how advice firms are using this technology.

What are the most popular cloud-hosted email and communication services?

A cloud-hosted email or communication service can offer online access to office emails, instant messaging, video conferencing and calendars.

A great cloud-based email or communication service can benefit your advice business by giving you secure, browser-based, anytime access to email or other communications across a number of pricing plans. 

Research from the Netwealth 2021 AdviceTech Report shows that the 3 top suppliers of cloud-hosted email or communication services used by wealth professionals and financial advisers include: Microsoft Office 365 (90.3 per cent of advice firms), Zoom (21.4 per cent) and Google Suite.


Netwealth's 2021 AdviceTech Report

The 2021 Netwealth AdviceTech Report explores six major opportunities and crucial technology trends that advice firms should consider as they evolve their client value proposition and enhance their customer experience.

How are advice firms using this technology?

Over three-quarters (83.3 per cent) of advice firms use cloud-hosted email or communication services.

A further 4.9 per cent of advice firms plan to use cloud-hosted email or communication services in the next 24 months.

More AdviceTech resources

Innovation workshop 

Netwealth has designed this 90-minute workshop to help you and your team prioritise technology solutions against business objectives to develop your business' AdviceTech roadmap.

Download toolkit

The Emerging Affluent Report

This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.

Download report

2021 AdviceTech summary video from Matt Heine

This 12 minute video explores some of the core themes that are highlighted in Netwealth's 2021 AdviceTech report.

Watch Video