2018 Netwealth AdviceTech report
In this report we examine the twenty-six technologies used by advisers in their practice – their adoption, benefits and key suppliers.Download the 2018 AdviceTech report
The second Netwealth AdviceTech research report shines a spotlight on the technological future of the Australian advice industry and the fundamental role of the customer experience. This report shares our survey findings and also provides tools to navigate endless technology solutions. This report is designed in three sections:
Understand the technologies gaining industry traction and benchmark your business against your peers using usage and adoption rates across 26 AdviceTech categories.
Use a simple tool to prioritise AdviceTech using a popular framework called Three Horizons.
A glossary of all 26 AdviceTech categories covered in the survey including features, benefits and main suppliers.
When was the last time you booked a restaurant without viewing online reviews? Learn about the power of online reviews.
Can this technology be the key to engaging your customers with their everyday finances?
RegTech is looking to to revolutionise compliance. Samantha Clarke CEO of Advice RegTech discusses how close we are?
26 adviser technologies - a detailed look at key features, benefits and major suppliers.
In May 2018, Netwealth, in partnership with Adviser Innovation, hosted a delegation of financial services leaders to New York to learn from their American counterparts. In this report we highlight the key themes of the tour and bring you content from some of the world's most sought after speakers on fintech, innovation, practice management and leadership.