Rolling out AI is hard, you need a plan
Change doesn't happen overnight and bringing the benefits of AI into your business will take some planning. If your business has started on its AI journey, or is planning to get on board, we consider that there are seven key steps that can help you make steady progress. Access the complete AI transformation plan in the 2023 AdviceTech report.
Watch: Unlocking the potential of humans and machines
Learn where AI is taking us and what advisers can do to prepare for the future to supercharge their advice firm. In this presentation we examined how AI and other adjacent technologies, like big data, client portals and emerging technology, can transform the way we work and service clients.
We explored real life examples, upcoming innovations, and practical insights to get you AI and future-tech ready. Supporting this exploration, will shared key findings, insights and resources from our latest 2023 AdviceTech report on Humans and Machines.
Complete the form to download your complimentary copy of the AdviceTech 2023 report on Humans and Machines
2023 AdviceTech Buyers Guide
This report is based on research from 250+ advice firms and provides valuable information on pivotal technologies and trends in Australia. It allows you to benchmark your tech usage and supplier adoption against high-performing 'AdviceTech Stars' while exploring 30+ available AdviceTech solutions, including their key features, benefits, and top suppliers.
How Netwealth is using advanced technology in its platform
Boost your business efficiency with enhanced platform features
At Netwealth, we're continually expanding and enhancing our platform features to help advisers increase business efficiency and staff productivity. Below are some of our latest features to help:
Easily manage annual fee consent with tools
Advisers can submit fee consents and renewals online by uploading signed forms or following renewal steps,Find out more
Use enhanced performance reports
Now client portfolios can be benchmarked against pre-set benchmarks or custom objectives.Find out how
Reduce time responding to and managing important tasks
Easily view, approve, manage, filter and archive activities for you, your team and clients.Learn more