AdviceTech Report - key charts

We've made all charts from the AdviceTech Report available for you to download, use and share.

Date: 04 July 2017

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.

The charts paint a picture of how technology is currently being adopted and used by advisers, and provides insights into must-have, high adoption services in addition to disruptive technologies that are not yet being adopted.

You can download a zip file of all charts, click here. Alternatively, you can choose the charts you wish to download by clicking any of the below 'Download chart' icons and once the image appears right click on it and Save As.


AdviceTech at a glance

Virtual online meetings technology

Digital signature tools

CRM Systems

Emails, newsletters and marketing automation technology

AdviceTech Research Report

The report paints a picture of how technology is currently being used in the dynamic and evolving advice industry and provides insights into key areas of focus, must-have, high adoption services, and technologies that are regarded as disruptors, but are not yet being adopted.

Download report

Live chat technology


Social media management technology

Software used to create presentations

Online self-service tools to capture client (or prospect) information, including risk profiling tools

Financial planning technology

Robo investment technology

Scaled advice technology

Digital transcription tools

Investment research tools

Cash flow, budgeting and account aggregation tools

Tools to manage projects

Commissions management software

Digital workflow tools

SMSF administration software

Know your customer (KYC) technologies

Online surveys, reviews and rating tools

Managed accounts