Netwealth recently released their Inaugural AdviceTech research report – designed for the Australian advice industry and the technology companies that support it.
The report paints a picture of how technology is currently being used and provides insights into must-have, high adoption services in addition to disruptive technologies that are not yet being adopted.
The report also covers
- Technologies advisers are using today, and plan to use in the next 18 months
- What advice may look like in 2025
- A glossary of advice technologies, the main benefits and key suppliers
- Plus interviews with a number of advisers and AdviceTech providers.
The findings highlight an industry that is willing to embrace and invest in new technologies, challenge the status-quo and adapt business processes and models.