2022 AdviceTech Buyer's Guide
A-Z of technology selection and implementation
Download the guideOverview
Uncover the human side to technology selection and implementation
Technology selection and implementation is challenging, particularly for more complex systems that impact many people and touch other systems. For this reason, we have created this guide with a view to aid advice firms choose technology, implement it and ultimately maintain it for lasting business benefits. In this guide we provide three tools to help you when embarking on any new AdviceTech endeavour – whether that’s deploying new technology or trying to improve an existing implementation.
Explore the latest trends with Netwealth's Technology Adoption Framework
This year we map out the latest trends of AdviceTech usage through the lens of our newly developed AdviceTech framework.
Understand the human barriers to technology adoption
Learn how other advice firms overcome barriers, such as limited time to understand and explore technology options, to implementing technology, leadership attitudes and gaining support from their license.
Discover the 'Buyer's Choice' of AdviceTech suppliers
Explore the full list of technology suppliers that advice firms are currently using in this helpful A-Z Supplier List. This year we have added a 'Buyer's Choice' category that identifies the most commonly used or popular technology suppliers chosen by advice firms.
Frameworks
Introducing Netwealth's Technology Adoption Framework
This year we examine the changing usage trends of AdviceTech through the lens of our newly developed AdviceTech Adoption framework, where we have identified five categories of technology adoption by advice firms:
- Mass adoption
- Approaching mass adoption
- Mature but not mass adoption
- High potential adoption
- Niche adoption
2022 AdviceTech Buyers Guide
Selecting the best technology to use in an advice firm requires a deep understanding of the AdviceTech that is available, the names of key vendors or potential technology partners, and how particular technologies are already being used (or not being used) by other advice firms.
The AdviceTech 2022 Buyer’s Guide is a comprehensive breakdown of the AdviceTech landscape, providing a clear guide to assess what’s available and from whom, how it’s being used now and how it is likely to be used in future. It also provides comparisons between which technologies and which vendors/partners are used most.
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Discover how Netwealth can help you on your AdviceTech journey
Talk to someone at Netwealth today to discover our latest technology and innovations and how we can help you on your AdviceTech journey.
AdviceTech Glossary
Examine the top AdviceTech 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.
Explore the most popular technologies uncovered in our 2021 AdviceTech Report as we take a deep dive into their benefits, key suppliers and adoption rates amongst advice firms
- Accounting software
- Cashflow, budgeting and account aggregation tools
- Client portals
- Cloud-hosted document storage and sharing services
- Cloud-hosted email and communication services
- Commission management software
- CRM software
- Database and system integration technology
- Digital signature tools
- Email campaigns and newsletter management technology
- Investment research tools
- Managed accounts
- Online and mobile advertising
- Online fact-find and risk profiling tools
- Presentation software
- Scaled advice technology
- SMSF administration software
- Social media management tools
- Social media networks
- Superannuation and investment platform
- Survey and client feedback tools
- Task, activity and project management technology
- Virtual online meeting tools
- Website management and blog tools
Reports
2022 AdviceTech report
Explore the human side of adviser technology with the 2022 AdviceTech suite of reports on staff, clients and technology suppliers.
AdviceTech and the staff experience
This report examines how technology is linked to staff satisfaction and ultimately client satisfaction. You will learn what you can do to maximise staff engagement and satisfaction in a hybrid working environment, and the support, training and infrastructure required to properly support your staff.
Download the report
AdviceTech and the client experience
In this report we unpack eight important technology trends that matter to clients. You will understand the role of hybrid client communications, the shift to self-service digital tools, how to unlock opportunities with data, and discover the importance of data visualisation in client education.
Download the report
AdviceTech 2022 Buyer's Guide
Technology selection and implementation is challenging. In this guide we provide you with the information to help - with descriptions of over 35 different technologies and the most used suppliers in their categories. The report also examines the factors to consider when selecting a technology partner.
Download the guideAdviceTech Resources
More AdviceTech resources
Take a closer look at more AdviceTech related resources in our collection of whitepapers, workshops, articles and podcasts.
Workshop
AdviceTech Roadmap workshop
Develop your AdviceTech roadmap with this free AdviceTech Roadmap workshop. A 90-minute team activity designed to help you prioritise technology solutions and develop a technology adoption strategy for your business.
Access the workshop
Podcast
Capitalising on data with wealth technology
Listen to Paul Campbell, Managing Director of Xeppo, as he shares the important role of data for business efficiency, using data insights to unlock opportunities, approaching data strategy and what to think about on the next technological roadmap.
Listen now
Podcast
Connecting staff and technology to scale wealth firms
Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business.
Listen now
Article
How to decide whether to buy, build or partner
Should you build your own fintech product, buy one off the shelf, or partner with a technology provider to develop a customised solution? This article will help you to make the right decision for your fintech project.
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Article
Embracing AI: Practical next steps for advisers
The evolution of artificial intelligence (AI) has fascinated people across the world, but as automation progresses and AI takes over certain expert roles, people are becoming genuinely afraid for their jobs and livelihood.
Read now
Demo day
Netwealth's AdviceTech solution
Understand how Netwealth can help you see wealth differently and learn how we can support you with market leading technology, excellent customer support and expertise to help your wealth and advice business thrive.
Request a demo now
White paper
The Established Affluent
In Netwealth's 2022 Advisable Australian Report we pay special attention to the Established Affluent, some of the wealthiest and most well-established Australians, and provide a playbook for financial advisers on how to attract, advise and service this key target market.
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White paper
The Emerging Affluent
For wealth businesses to thrive in the future, The Emerging Affluent is a critical market to be aware of and develop key client strategies for. This report is a playbook on how to attract, manage and retain The Emerging Affluent.
Download now