Netwealth 2019 AdviceTech Report
In this report we examine the twenty-six technologies used by advisers in their practice – their adoption, benefits and popular suppliers.Download the 2019 report
The third Netwealth AdviceTech Report highlights the key benefits of adopting technology intelligently within an advice business, and the benefits for clients and advisers alike. Beyond benchmarking 26 technologies, in this year’s report we pay special consideration to regularly discussed questions amongst advice practices:
What are the latest adoption trends and which AdviceTech is set have a major impact?
What AdviceTech do successful businesses use and how do they approach technology?
What are the benefits of each AdviceTech and who are the most popular suppliers?
This 90-minute team activity has been designed to help you prioritise technology solutions and develop an AdviceTech roadmap that will have a meaningful impact for your business.
In this changing financial advice landscape comes your chance to access the latest technology and innovations. Discover the #1 ranked platform for functionality and overall user satisfaction*.
Building an effective AdviceTech stack
We've developed a framework to help pinpoint the tech your business should be using.
Creating a successful AdviceTech business
Discover the attitude, investment and strategy it takes to build a successful business with AdviceTech.
Enhancing client relationships with AdviceTech
Learn why a greater focus on customer engagement could be a wise investment for your business.
Learn the AdviceTech successful businesses are using
Take a detailed look at how the best advice firms adopt technology and use it to their advantage.
Our special report on innovation in the UK, investigates what Australian financial advisers could learn from their UK counterparts and their advice reform - bringing you content from some of the worlds most sought after speakers on AdviceTech, innovation, practice management and leadership.
Download a table of current and intended adoption rates for all 26 AdviceTech.Download