Netwealth's 2022 AdviceTech Report
Explore the human side of technology
Through the lenses of staff, clients and suppliers
Download the reportOverview
Welcome to AdviceTech 2022
This year's AdviceTech Report adds a new dimension to the role of AdviceTech by looking at the human-side of technology through the lens of staff. With the fight for talent in the industry being a focus for many businesses, our report uncovers the opportunities and challenges of remote working and what staff expect from technology and management. We also investigate the client experience and eight important customer tech trends that matter to advice firms. And, like in past years, we also provide a Buyer's Guide to over 35 technology categories and identify the most used vendors in each of these categories.
This year we have a range of resources to help you on your AdviceTech
journey, including:
- Two reports on the key topics of staff and client experience
- A buyer's guide to technology selection
- A series of masterclass presentations
- Articles, workshops, podcasts and other resources.
Reports
2022 AdviceTech report
Explore the human side of adviser technology with the 2022 AdviceTech suite of reports on staff, clients and technology suppliers.
AdviceTech and the staff experience
This report examines how technology is linked to staff satisfaction and ultimately client satisfaction. You will learn what you can do to maximise staff engagement and satisfaction in a hybrid working environment, and the support, training and infrastructure required to properly support your staff.
Download the report
AdviceTech and the client experience
In this report we unpack eight important technology trends that matter to clients. You will understand the role of hybrid client communications, the shift to self-service digital tools, how to unlock opportunities with data, and discover the importance of data visualisation in client education.
Download the report
AdviceTech 2022 Buyer's Guide
Technology selection and implementation is challenging. In this guide we provide you with the information to help - with descriptions of over 35 different technologies and the most used suppliers in their categories. The report also examines the factors to consider when selecting a technology partner.
Download the guideKeynote and Intro Video
2022 AdviceTech Keynote and Intro
Matt Heine, Netwealth's Managing Director, provides an overview of the 2022 AdviceTech Reports exploring the human side of technology through the lenses of staff, clients, and technology partners.
Watch the introductory video (below)
Access the full 2022 AdviceTech keynote slides
View the presentation slides from Matt's 2022 AdviceTech Keynote, in which he unpacked the key takeaways of our 2022 AdviceTech Report.
Masterclasses
Watch the AdviceTech Masterclasses
Listen to experts sharing their insights on AdviceTech in relation to staff, clients and technology partners.
Attracting, retaining and growing staff talent with tech
Watch Alisdair Barr, Striver's Founder & CEO explore global issues and trends in managing staff and how technology and the hybrid work environment really work together. Learn the best techniques and digital tools being used to attract, retain and grow talent.
Watch the presentation
Automation, Authenticity and the Future of Client Engagement
Watch Julie Littlechild, Absolute Engagement's Founder & CEO, share her firm’s latest research on the drivers of client engagement. You’ll learn how how advisers can increase automation (i.e. efficiency) without losing deep relationships.
Watch the presentation
Navigating technology selection and implementation
Join Hamish Hockley & Shane Kirsch from Opex as they unpack the key considerations for advice firms when choosing technology and suppliers to maximise efficiencies and manage change.
Watch the presentation
Unleashing the potential of your advice firm with Netwealth
Join Beverley Cederberg as she dives into the latest features and enhancements of the Netwealth platform to get a better understanding of how technology can be used to accelerate wealth advice.
Watch the presentation
2022 AdviceTech Buyer's Guide
Learn about the features and benefits of all client engagement, advice, financial planning and operational AdviceTech across 35 different categories in our 2022 AdviceTech Buyer's Guide.
AdviceTech Resources
More AdviceTech resources
Take a closer look at more AdviceTech related resources in our collection of whitepapers, workshops, articles and podcasts.
Workshop
AdviceTech Roadmap workshop
Develop your AdviceTech roadmap with this free AdviceTech Roadmap workshop. A 90-minute team activity designed to help you prioritise technology solutions and develop a technology adoption strategy for your business.
Access the workshop
Podcast
Capitalising on data with wealth technology
Listen to Paul Campbell, Managing Director of Xeppo, as he shares the important role of data for business efficiency, using data insights to unlock opportunities, approaching data strategy and what to think about on the next technological roadmap.
Listen now
Podcast
Connecting staff and technology to scale wealth firms
Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business.
Listen now
Article
How to decide whether to buy, build or partner
Should you build your own fintech product, buy one off the shelf, or partner with a technology provider to develop a customised solution? This article will help you to make the right decision for your fintech project.
Read now
Article
Embracing AI: Practical next steps for advisers
The evolution of artificial intelligence (AI) has fascinated people across the world, but as automation progresses and AI takes over certain expert roles, people are becoming genuinely afraid for their jobs and livelihood.
Read now
Demo day
Netwealth's AdviceTech solution
Understand how Netwealth can help you see wealth differently and learn how we can support you with market leading technology, excellent customer support and expertise to help your wealth and advice business thrive.
Request a demo now
White paper
The Established Affluent
In Netwealth's 2022 Advisable Australian Report we pay special attention to the Established Affluent, some of the wealthiest and most well-established Australians, and provide a playbook for financial advisers on how to attract, advise and service this key target market.
Download now
White paper
The Emerging Affluent
For wealth businesses to thrive in the future, The Emerging Affluent is a critical market to be aware of and develop key client strategies for. This report is a playbook on how to attract, manage and retain The Emerging Affluent.
Download now
Discover how Netwealth can help you on your AdviceTech journey
Talk to someone at Netwealth today to discover our latest technology and innovations and how we can help you on your AdviceTech journey.