Netwealth 2020 AdviceTech Suppliers Guide

A detailed examination of the most popular suppliers from our 2020 AdviceTech Report.

NEW: Netwealth's 2021 AdviceTech Report

Discover how AdviceTech plays an important role in enhancing the client experience.

Download the latest 2021 Netwealth AdviceTech Report here

Examine the top suppliers used by advice firms

The range and sophistication of AdviceTech available to financial advice firms to support business efficiency and deliver a better client experience continues to expand.

The 2020 AdviceTech Suppliers Guide details the extensive list of suppliers used by advice firms across 24 different AdviceTech categories and also provides details on the features, benefits, and adoption by the industry.

  • Client engagement AdviceTech - The role of AdviceTech is fundamental to the client experience. Learn about the customer facing technologies that will have a lasting impact on the client-adviser relationship.

  • Advice and financial planning AdviceTech - The cornerstone of any advice practice, this technology is relied on for advice preparation, investment execution and more. As new technologies emerge, tools like managed accounts, cashflow/budgeting tools and scaled advice needs to be understood as you evolve your service offering.

  • Operations and workflow AdviceTech - COVID-19 has placed a greater emphasis on cloud-based technology to manage workflows and internal/external communications, and increased the requirement for disparate systems and databases to 'talk' to each. Learn about the AdviceTech that will streamline your back office.

The Suppliers Guide can be read on its own, or it can be read in tandem with the main 2020 AdviceTech Report for further context. You can read the research report in full here.

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