Learn the AdviceTech successful businesses are using

 

Examine the AdviceTech your business should consider today and what your adoption roadmap should look like for the near-future. Andrew Braun, Netwealth general manager of marketing, takes 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.

Below you can find the a recording or podcast of the webinar and the presentation slides.

1. Webinar recording

CPD point only available for live attendees.

2. Podcast recording

3. Webinar slides

4. 2019 AdviceTech research report

2019 AdviceTech Research Report

The third Netwealth AdviceTech research report highlights the key benefits of adopting technology intelligently within an advice business. This year's report we share the the survey findings from over 330 advisers on 26 technologies.

Download the report

This webinar is part of a monthly series. Stay tuned for an invitation to next month's webinar. If you are not receiving invitations to Netwealth's monthly educational webinar series, please contact us to subscribe to the relevant updates.

More AdviceTech resources

 

2019 Netwealth AdviceTech report

Get a comprehensive view of all 26 AdviceTech. Access our research report, articles, videos and team workshop.

Learn more

Build an effective AdviceTech stack

Discover a framework that all advice firms can use to develop with their AdviceTech strategy and investment roadmap.

Read more

Create an AdviceTech roadmap

A team activity to help you prioritise technology solutions and develop an AdviceTech roadmap for your business.

Read more

A logo map of technology suppliers

Your guide to AdviceTech suppliers across 26 categories, as featured in the 2019 Netwealth AdviceTech research report.

Download

Discover the possibilities

Access the latest technology and innovations on the Netwealth platform. Our focus is on ease and efficiency, which means we give you and your clients enormous capabilities without the complexity

Learn more about the Netwealth platform

Insights

 

Latest: Next-generation advice needs

Who are the next generation of advice clients and how do you reach them?

Download the report

Special reports: Take a deep dive

Our collection of guides take a deep dive on topics including AdviceTech, managed accounts and cultural trends.

Access the reports

Podcasts: Between Meetings with Matt Heine

Netwealth's Matt Heine chats to industry thought leaders on the opportunities  they see for financial advisers.

Listen to the episodes

Webinars: Grow your Business IQ

Recordings from our monthly webinar series, covering a range of  topics presented by industry professionals.

Watch the presentations