Email campaign and newsletter management

Discover the top suppliers of email campaign and newsletter management systems used by wealth professionals, and learn how advice firms are using this technology.

What is the most popular software to use for email campaigns and newsletters?

In advice businesses, an email marketing system is used to create and automate electronic communications, particularly emails and newsletters.

A great email marketing software can benefit your advice business by automating repetitive email tasks, personalising messages to improve marketing outcomes, and making it easier to analyse email marketing performance. 

Research from the 2021 Netwealth AdviceTech Report shows that the top 3 suppliers of email marketing systems used by wealth professionals and financial advisers include: Mailchimp (37.1 per cent of advice firms), Xplan (33.9 per cent), and MS Outlook (8.1 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?

71.3 per cent of firms use AdviceTech to create and send email campaigns and newsletters for non-operational purposes – that is, for general education or information.

A further 12.2 per cent of advice firms plan to use an email marketing system to send campaigns and newsletters for non-operational purposes in the next 24 months.

For those firms that use this technology, around half (43.5 per cent) send campaigns and newsletters monthly, over a third (37.5 per cent send) them quarterly and only 10 per cent send them weekly.

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