Database and system integration technology

Discover the top suppliers of database and system integration technology used by wealth professionals, and learn how advice firms are using it.

What are the most popular database and system integration technologies?

Database and system integration technology can be used to link together independent web apps in order to pass information between cloud-based apps and software systems.

A great database and system integration technology can benefit your advice business by linking disparate systems together to improve workflow efficiencies (such as by enhancing document flow and data integration), analysing and creating reports on disparate data sets, providing user-friendly forms and capturing notes/ideas on any device.

Research from the Netwealth 2021 AdviceTech Report shows that the top suppliers of database and system integration technology used by wealth professionals and financial advisers include: Xeppo (32.3 per cent of advice firms), Microsoft Excel (21.0 per cent), Zapier (17.7 per cent) and a solution built-in house (16.1 per cent).

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?

Integration of internal systems and databases has been undertaken by 17.8 per cent of advice firms.

In the next 24 months, 29.9 per cent will look to integrate their systems and databases to generate operational efficiencies.

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.

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The Emerging Affluent Report

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

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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