Overview

Unlock your firm’s technology potential with Netwealth’s 2024 AdviceTech Buyer’s Guide

The 2024 AdviceTech Buyer's Guide aims to provide advice firms with a practical tool to help advisers build their ‘tech stack’ and future technology roadmap.

It is an easy to read report that provides:

A directory of over 30 available AdviceTech solutions, with a description of each, its benefits, key suppliers and the adoption penetration within firms.
A list of specific technologies that have experienced notable shifts in adoption, which are worth keeping an eye on as you build your future roadmap.
A benchmark for your firm, by looking at the usage for each technology and comparing it to the usage by AdviceTech Stars (those that enjoy greater commercial success than most, whilst also being greater adopters of technology).

This image is a sample from the 2024 AdviceTech Buyer’s Guide and shows the current and potential adoption of technology, plus main suppliers. For the full list download the guide.

Download

Complete the form to download your complimentary copy of the 2024 AdviceTech Buyers guide

By submitting your details, you agree to receive further marketing communications from Netwealth. It is, however, possible to unsubscribe from within each communication received, by clicking the unsubscribe link at the bottom of the email. Alternatively, you can visit the following webpage or contact us on 1800 888 223 and ask to be unsubscribed. Please visit our website www.netwealth.com.au to read our Privacy Policy. By clicking Download or Submit, you agree to our Terms & Conditions.

How Netwealth is using advanced technology in its platform

Boost your business efficiency with enhanced platform features

At Netwealth, we're continually expanding and enhancing our platform features to help advisers increase business efficiency and staff productivity. Below are some of our latest features to help:

Multi-select accounts for bulk reporting

Don’t just run reports for individual clients, access all reports (including summary chart reports) and any reports you create for multiple accounts at once.

Find out how

Customisable report templates

Use an intuitive drag-and-drop interface to create your own reports to highlight the most relevant information and charts for your clients.

Find out more

Reduce time responding to and managing important tasks

Easily view, approve, manage, filter and archive activities for you, your team and clients.

Learn more

Connect and integrate your data

With Wealth Exchange and Data Integrations, you can easily set up and manage third-party data feeds with over 25 data integrations.