2020 AdviceTech Supplier Demos
Hear from local and global suppliers of AdviceTech on how to use their technology for the benefit of your business and clients.
AdviceTech Expo: Learn the features and benefits of selected AdviceTech
Watch the supplier demonstrations from the Netwealth 2020 AdviceTech Expo to learn from 15 local and global AdviceTech suppliers across customer engagement, digital marketing, financial advice and back-office technology, as they share the key features of their technology and how it will benefit your business and clients.
- Scaling your investment processes with Netwealth
- Marketing to your ideal clients using LinkedIn Marketing Solution
- Leveraging behavioural economics to better profile your clients with Capital Preferences
- Unlocking the power of big data to drive client relationships and business growth with Xeppo
- Reducing the time spent on advice documentation with Nod
- The benefits of joining an extensive adviser-only network with XY Adviser
- Evolving your value proposition with scaled advice from Midwinter
- Using online virtual presentations to engage and educate your clients with GoToWebinar
- Maximising your social media activity with Hootsuite
- How smart technology improves advice generation with Padua
- Estate planning advice at scale with Yodal
- How WealthConnect delivers an enterprise wealth solution using the world's largest CRM - Salesforce
- Leveraging research and data to meet your best interest duty with Lonsec
- Building your online reputation and digital footprint with Adviser Ratings
- Enabling a remote workforce and maximising team collaboration with Microsoft
Discover the most popular AdviceTech suppliers
In the Netwealth 2020 AdviceTech Suppliers Guide, find out which AdviceTech suppliers are the most popular with advice practices and understand the key features and benefits of 24 different AdviceTech categories.
| Scaling your investment processes |
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Netwealth's Camilla Banasiak shares how to efficiently & cost-effectively implement & manage clients portfolios. |
| Marketing to your ideal clients |
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LinkedIn's Louise Wilson shares how you can be using the LinkedIn platform to advertise to, reach and engage your ideal target client. |
| Leveraging behavioural economics to better profile your clients |
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Capital Preference's Bernard Del Rey shares how advisers can profile clients to understand their unique preferences. |
| Reducing time on advice documentation |
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Nod's Joel Robbie shares how advisers are using tech to reduce the time & cost of generating advice documentation. |
| The benefits of joining an adviser network |
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XY Adviser's Clayton Daniel shares the benefits & advantages of being a part of an online adviser-only network. |
| Evolving your value proposition with scaled advice |
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Midwinter's Andrew Whelan shares how scaled (or 'episodic') advice can help advice firms evolve their value proposition. |
| Maximising your social media with Hootsuite |
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Hootsuite's Gunnar Habitz shares how advisers can use social media to better engage with their clients. |
| How smart technology improves advice generation with Padua |
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Padua's Matthew Esler shares how the Padua platform combines artificial intelligence (AI) with human intelligence (HI) for the benefit of advice generation. |
| Estate planning advice at scale with Yodal |
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Yodal's Brandon Thompson shares the benefits of implementing an estate planning offering. |
| Leveraging research & data to meet best interest duty with Lonsec |
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Lonsec's Chris Schroder shares how advisers can meet best interest duty & produce quality advice using the iRate® research tools. |
| Building an online reputation & digital footprint with Adviser Ratings |
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Adviser Rating's Mark Hoven shares how the Adviser Ratings platform can be used to grow your digital footprint for better lead generation, client retention and community reputation. |
| Enabling a remote workforce & maximising team collaboration with Microsoft |
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Microsoft's Reece Gallagher & Neil Rough share how Microsoft Teams helps businesses more effectively work remotely and collaboratively. |
Understand the Australian advice technology landscape
The fourth Netwealth AdviceTech research report explores what the most commonly used technologies are in advice firms and how leading businesses are approaching the investment and planning of their AdviceTech stack.
More AdviceTech resources
2020 Netwealth AdviceTech report
Explore how leading businesses approach the task of planning & investing in AdviceTech.
2020 AdviceTech Suppliers guide
Find out which AdviceTech suppliers are the most popular and understand key features and benefits for advice firms.
Fast-track your AdviceTech roadmap
A workshop designed to help you prioritise technology against business objectives to develop an AdviceTech roadmap for your business.
AdviceTech demos & events
Watch our AdviceTech presentations including a roundtable event with AdviceTech Stars & demos from 15 local & global AdviceTech suppliers.