Do you know what technology your business should be using?

Every year Netwealth surveys advice practices nationally to understand their usage and adoption rates of 26 categories of AdviceTech. Using this data as a benchmark, we can compare the adoption of technology for a licensee’s group of advice practices. 

What's in the toolkit

This workshop looks to address:

• How technologically advanced is the group of practices? 
• What factors could be influencing technology adoption? 
• What a 5-year technology roadmap could look like? 
  
  

The technologies covered include: 

• Virtual online meeting tools
• Online tools for clients to enter their fact find data
• Managed accounts
• Cash flow and budgeting
• Bank feeds and account aggregation tools
• Robo investing
• Scaled advice
• Email marketing and newsletters tools
• Online surveys, reviews and ratings tools
• Online or mobile advertising
• Social media networks
• Cloud-hosted email / other internal comms
• Digital signature tools

How it works

Step 1 - Survey: We will conduct a short survey of the advice practices within your licensee group.

Step 2 - Analysis: We will analyse the survey results and compare against the industry benchmark.

Step 3 - Report: We will provide your licensee a written report of the analysis, which you can distribute to your advice practices.

Step 4 - Workshop presentation: We will present the results to your team (either in a small or large group) and discuss potential option for your AdviceTech short, medium and long-term roadmap.

Getting started

Complete the form below to get register your interest with our team.