Results for: AdviceTech
Integrate and assimilate are technology must-dos
Cameron Cogle, General Manager of Bridgeport Financial Services explores the challenges many advisers face when adopting new technology, and the importance of company culture in its successful implementation.
An age old theory updated with technology
According to Moneysoft founder Peter Malekas, the most successful advisers make the commitment to technology, taking the time to dismantle their current approach and look at how they can rebuild it with its inclusion.
Technology not the holy grail
Working for tech start up TipRanks, Sean Ickowicz encounters the highs and lows of technology. He delves into the unrealistic expectation that technology can fix all. Advocating it is simply one part of an overall solution.
Innovate and keep doing so
SuiteBox CEO, Ian Dunbar, shares his views on technology and how it provides advisers the tools they need to outsource processes so they have the time to focus purely on the client via advice, coaching and support.
AdviceTech – toys or tools?
Sebastian Mazza, founder of Wealth Depot is passionate about providing innovative wealth management solutions. He believes the relationship between advisers and tech is a predominantly positive one, but is yet ...
Remote but super connected
Shaun Clements founder of North of River Financial, implements cutting edge technology into his processes and practice to keep relevant and accessible to his (predominantly generation X and Y) clients.
Purpose built business with technology
Having recently established his financial planning business, Forwood Planning, John Forwood highlights the importance of technology when optimising business processes within smaller scaled advice practices.
Know it, value it but tread carefully
Kristopher Meuwissen, Financial Adviser at Ability Financial Planning, shares how he leverages technology to both educate and work with advice clients, delivering efficiencies in the business and better client service and outcomes.
Glossary of advice technologies
View a summary of 24 adviser technologies, highlighting key tech providers, along with technology descriptions, features and benefits to advisers. It also covers technology uptake, and anticipated usage in the next 18 months.
AdviceTech Report - key charts
We’re delighted to share our library of charts from the inaugural Netwealth AdviceTech Research Report, where you can freely use these images in your reports and presentations.
AdviceTech’s changing their status
A handful of front office AdviceTech tools are set to quickly change their status from emerging technologies to mainstream. Here are the five key technologies advisers said they are looking to implement in their business by 2019.
Advisers hold high hopes for technology
AdviceTech has the hopes of the advice industry on its shoulders to help tackle perennial issues such as consumer perceptions and accessibility. Can it live up to the hype?
AdviceTech set to open doors for advice
Netwealth Joint Managing Director Matt Heine shares what innovations from Silicon Valley are likely to impact the Australian financial advice experience.
Taking advice to all Australians
Bernie Ripoll, author of the Ripoll Report, outlines some of the challenges he sees facing the industry and urges financial planners to begin preparing for them now as the industry enters an era of massive disruption and change.
Staff satisfaction can be improved by better technology
Netwealth’s 2022 AdviceTech Report finds that staff satisfaction is linked to better technology adoption and greater client satisfaction follows, and by simplifying and integrating technology systems and the tech stack can improve ...
Working from home has benefits but impacts collaboration
Due to the pandemic, one of the most noticeable changes to the AdviceTech landscape is the shift towards working from home or other remote working arrangements. This has a real impact on the technology staff use, with businesses ...
High growth technologies and Netwealth's AdviceTech Adoption Framework
In the 2022 AdviceTech Report Netwealth examined the changing usage trends of AdviceTech through the lens of its newly developed AdviceTech Adoption framework. In this framework they grouped technologies that have been adopted ...
Adopting AI into your practice today
Advanced technology platforms, AI and big data are converging and are ready to transform the advice industry. Understand the different ways advice firms can use AI in their practice today.
Humans, machines and the rise of AI
Machines and humans have worked together for centuries and the new breed of supercomputers and AI are set to supercharge advice firms – staff productivity, business ingenuity, innovation and the client experience.
A short explainer of AI
While it seems to be everywhere, AI has been a long time coming. Learn why Bill Gates thinks that what is happening in AI just in the last 12 months is every bit as important as the PC, the PC with GUI, or the internet.
Building a digital-ready organisation
For many advice firms digital transformation is a challenge, but some businesses do it better. Examine the attributes of leadership and culture that impact a firm’s digital maturity.
Creating a digital transformation strategy
Digital transformation is critical for advice firms at a point in time where clients expect a seamless digital experience, and shareholders expect continued profitability and scale.
The power of pilots and prototypes for digital change
Learn how AdviceTech Stars, leaders in digital maturity, implement IT projects - from creating prototypes to measuring success (or failure), to rewarding implementation.
Preparing your advice firm for automation
Learn how AdviceTech Stars, leaders in digital maturity, implement IT projects - from creating prototypes to measuring success (or failure), to rewarding implementation.
Turning data into action: How advice businesses are unlocking growth through analytics
Discover how advice businesses use analytics and dashboards to drive smarter decisions, operational efficiency, and growth through integrated data strategies.
Data driven personalisation: Elevating advice through relevance and timing
Learn how personalised, timely advice powered by automation and triggered alerts is transforming client engagement and strengthening adviser relationships.
Automation across the advice lifecycle: Streamlining advice for scale, speed and compliance
Explore how automation and AI tools are reducing manual effort, improving compliance, and enabling scalable growth across the advice lifecycle.
AI goes mainstream with GenAI
See how Generative AI is revolutionising productivity, content creation, and data analysis in advice businesses, driving innovation and efficiency.
Trust and cybersecurity as non negotiables
Find out why robust cybersecurity and compliance frameworks are essential for building client trust and protecting sensitive financial data.
A connected data backbone
Uncover how integrated systems and centralised data empower advice firms with reliable reporting, better decisions, and readiness for AI and automation.
AdviceTech 2025: Executive overview
Get an executive overview of the six key trends shaping financial advice—data, personalisation, automation, AI, cybersecurity, and integration—for smarter, faster growth.