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.

Read more

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.

Read more

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.

Read more

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.

Read more

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 ...

Read more

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.

Read more

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. 

Read more

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.

Read more

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. 

Read more

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.

 

Read more

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.

Read more

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?

Read more

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. 

Read more

Frictionless advice in the future

Customers are increasingly expecting the frictionless experiences they get from companies like Google and Amazon in all parts of their lives. Here, we look at how the advice process will be significantly shaped by technology.

Read more

Platforms - the original fintech

Platforms continue to evolve as specialist providers gain a bigger slice of the pie. It’s being reshaped as more advisers obtain their own AFSL or join smaller licensees, as well as by regulation, consumer expectations and technology ...

Read more

How cash flow and budgeting tech can boost your business

This technology may be the key to advisers engaging customers with their finances—providing the tech to make it part of their everyday digital experience by tracking spending and savings can make the difference between them meeting ...

Read more

Why advice businesses shouldn’t be afraid of AI

Artificial intelligence technology combined with a human touch may just be a turning point for advice businesses—saving time on tasks that can be automated frees advisers up for real customer engagement. Hear from two AdviceTech ...

Read more

How client feedback can change your advice business for the better

When was the last time you booked a hotel or a restaurant without checking out the online reviews on TripAdvisor or Wotif? The internet provides the ultimate survey sample for real life feedback and reviews, and there’s no ...

Read more

Scale up your practice with scaled advice

Scaled advice can be the on-ramp to comprehensive advice, says Julian Plummer from Midwinter Financial Services. Discover the many benefits of scaled advice and how it can assist in keeping clients in your ecosystem.

Read more

RegTech: Enabling better compliance, faster

With an underlying engine based on machine learning and natural language processing, RegTech is set to revolutionise risk management and compliance in the financial advice industry. Matt Heine speaks to Samantha Clarke from Advice ...

Read more

5 ways to make the most of cash flow and budgeting technology

Hear from Peter Malekas, founder and Managing Director of Moneysoft, and Chris Ridd, CEO of myprosperity, as they share their tips on how to successfully implement cash flow and budgeting technology into a financial advice firm.

Read more

Glossary of 26 advice technologies

View a summary of 26 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 12 months. 

Read more

AdviceTech landscape

Get your copy of the logo map created by Netwealth, as featured in the 2018 AdviceTech research report.

Read more

How advisers can ready themselves for artificial intelligence

Artificial Intelligence is coming but advisers shouldn't be afraid. Joel Robbie, founder and CEO of Nod, explains the opportunities this technology can present and what you can do to prepare yourself and your business for this revolution.

Learn more

Advice RegTech: smarter, faster, better

Hear from Samantha Clarke, CEO and co-founder of Advice RegTech, on how RegTech is helping advisers with their risk management and compliance, meaning they can spend more time with clients and less time on paperwork.

Learn more

Consumer reviews - an essential tool for your marketing arsenal

Hear how consumer reviews can be harnessed as a marketing tool and help you identify areas to enhance your service. Angus Woods, managing director and founder of Adviser Ratings, discusses.

Learn more

Four considerations when implementing cash flow and budgeting tools

Cash flow and budgeting technology can give you a more holistic view of your client's wealth, allowing you to deliver more effective advice. Peter Malekas of Moneysoft shares four components of this technology to consider before ...

Learn more

The influence of artificial intelligence in investment management

Get a better grip on what artificial intelligence (AI) and the impact it could have on investing, advice and other industries. Jason Winderbaum, regional head at Sanlam Global Investments explains.

Learn more

Understanding scaled advice

Scaled advice can help advisers make advice accessible to more Australians and keep clients within their ecosystem. Julian Plummer, co-founder and managing director of Midwinter explains more.

Learn more

Customer profiling gets a revamp

Customer profiling technologies are undergoing a revolution, helping to create a more frictionless advice experience for customers. Here we look at what is in store for this vital part of the advice process, what is being used now, ...

Read more

Big data, big opportunities

Big data sources such as financial institutions, Government and increasingly social media all have an influential role to play in how and what information is available to advisers. Even today, signs are emerging the advice industry ...

Read more

Moving from visual to virtual communications

Advice businesses report a growing appetite for virtual online meetings, an advicetech they are embracing keenly. The next step to this are virtual realities, with imagery and experience set to take centre stage in communication ...

Read more

Technology adoption of AdviceTech in 2018 and beyond

Get your copy of the logo map created by Netwealth, as featured in the 2018 AdviceTech research report.

Read more

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.

Read more

Building a successful AdviceTech stack

A successful AdviceTech stack has three tiers: foundation, optimising and future-forward. Discover the technologies that belong in each.

Read more

Creating a successful AdviceTech business

Find out the characteristics that set successful AdviceTech businesses apart from the industry overall and how you can emulate them.

Read more

Enhancing client relationships with AdviceTech

AdviceTech can help to empower businesses to create, foster and maintain relationships with existing clients and prospective new ones. Find out the technology you should consider for your business.

Read more

2019 AdviceTech landscape

Get your copy of the logo map created by Netwealth, as featured in the 2019 AdviceTech research report.

Read more

Technology adoption of AdviceTech

Get your copy of the AdviceTech adoption table created by Netwealth, as featured in the 2019 AdviceTech research report.

Read more

The optimal AdviceTech stack

Get your copy of the successful AdviceTech business infographic created by Netwealth, as featured in the 2019 AdviceTech research report.

Read more

Learn the AdviceTech successful businesses are using

Take a detailed look at how the best advice firms adopt technology and use it to their advantage based on findings from the 2019 Netwealth AdviceTech research report.

Watch presentation