2022 AdviceTech Buyer's Guide

A-Z of technology selection and implementation

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Overview

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:

  1. Mass adoption
  2. Approaching mass adoption
  3. Mature but not mass adoption
  4. High potential adoption
  5. Niche adoption

 

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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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Enter your details to get your complimentary copy of the 2022 AdviceTech Staff experience report

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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.

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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

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.

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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.

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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.

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AdviceTech 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.

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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.

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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.

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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.

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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.

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