Superannuation and investment platforms

Learn how advice firms are using superannuation and investment platforms in their business.

What are superannuation and investment platforms?

Providing an administration service for investments, a superannuation and investment platform facilitates the management of multiple funds in a portfolio.

A great superannuation and investment platform can benefit your advice business by reducing paperwork, offering access to a greater choice of investments, and aggregating reporting for investments.

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?

Similar to last year, 92.8 per cent pf advice firms currently use a super and investment platform.

Only a small minority (4.9 per cent) do not use this technology now and do not plan to in the next 24 months.

For those firms that use a super and investment platform, the majority (83.1 per cent) do so daily.

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