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What technology are advisers investing in?

Netwealth recently released their Inaugural AdviceTech research report – designed for the Australian advice industry and the technology companies that support it.

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Pathway expands XPLAN with SuiteBox partnership

Press release: 18 May 2017

The pathway is pleased to announce its latest partnership with Suite Box. This is the latest technology enhancement to its XPLAN Model Office service giving advisers access to a digital workspace tool to hold online video meetings and sign documents with their clients.

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Future fit – Financial adviser thriving in the digital age

This year, the Pathway study tour was held in San Francisco with the support of Netwealth and our business partners.

During this intensive four-day program more than 50 financial advisers and investment professionals gathered in Silicon Valley to learn from leading tech experts and advice practitioners. Michelle Baltazar, Director of Media and Publisher of Financial Standard, joined the tour and recently published this special report.

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