2022 AdviceTech Masterclass
Unleashing the potential of your advice firm with Netwealth
Watch Beverley Cederberg, Senior Training & Relationship Manager at Netwealth
CPD Masterclass: Unleashing the potential of your advice firm with Netwealth
Explore how Netwealth's whole of wealth platform provides multiple benefits and efficiencies for advice firms, their staff and clients. Join Beverley Cederberg as she dives into the latest features and enhancements of the Netwealth platform to get a better understanding of how technology can be used to accelerate wealth advice.
In this webinar you will learn how:
- CRM system integration through Netwealth and Xeppo aid client communication and compliance
- Mobile client portal technology provides flexible access and enhances client engagement
- Digital signature tools can increase administration efficiency
- Managed accounts are providing clear investment value propositions
- Whole of wealth reporting with off platform asset management enriches client reporting
- Data visualisation and investment research tools can help decision making and client education
A little about Bev
Bev is a Senior Training & Relationship Manager at Netwealth with over 20 years’ experience in Finance. She provides ongoing support and education on the newly released and existing Netwealth platform enhancements, helping create efficiencies for advisers.
Masterclasses
Watch the AdviceTech Masterclasses
Listen to experts sharing their insights on AdviceTech in relation to staff, clients and technology partners.
Attracting, retaining and growing staff talent with tech
Watch Alisdair Barr, Striver's Founder & CEO explore global issues and trends in managing staff and how technology and the hybrid work environment really work together. Learn the best techniques and digital tools being used to attract, retain and grow talent.
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Automation, Authenticity and the Future of Client Engagement
Watch Julie Littlechild, Absolute Engagement's Founder & CEO, share her firm’s latest research on the drivers of client engagement. You’ll learn how how advisers can increase automation (i.e. efficiency) without losing deep relationships.
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Navigating technology selection and implementation
Join Hamish Hockley & Shane Kirsch from Opex as they unpack the key considerations for advice firms when choosing technology and suppliers to maximise efficiencies and manage change.
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Unleashing the potential of your advice firm with Netwealth
Join Beverley Cederberg as she dives into the latest features and enhancements of the Netwealth platform to get a better understanding of how technology can be used to accelerate wealth advice.
Watch the presentation