Welcome to the annual Netwealth AdviceTech survey.
Those taking part in the survey will get a free, advance copy of the resulting report.
Netwealth conducts this industry wide survey to discover what technology advisers are using and why. It covers over 25 technologies used in advice practices today.

It should only take 10 - 15 minutes of your time, and will close Friday 2 March 2018.

The information collected in the survey will be treated as confidential information, and will only be published in aggregate after being combined with responses of other survey participants. Verbatim responses maybe published, but will be anonymised. Netwealth or one of its agents may contact you to discuss your survey responses or to ask for further comments.

If you have any questions, please contact marketing@netwealth.com.au and to review our privacy policy, visit https://www.netwealth.com.au/web/privacy-policy/
Let's go!
 
Tell us a little about you and your business...

 
About you

 
What is your name? *

First name and last name please
 
What is your work email address? *

 
What is your primary role in the business? *


 
What is your role in your business' decision making process in selecting and investing in technology? *


 
How would you describe your attitude towards making investment decisions in technology? *


 
About your business and your clients

 
What is the name of your business? *

 
How long has your business been in operation? *

 
Which of the following best describes your business' licensing? *


 
How many full time staff does your business employ? *


 
How much revenue did your business turnover last financial year (FY 2016/17)? *


 
How many active clients does your business have? *


 
What generation do the majority of your clients belong to? *


 
What is the average portfolio balance of your clients? *


 
Customer engagement technology
Let's look at the tools and technology you use in your practice today to engage customers better

 
How would you describe the "technology experience" your business offers its customers? *


 
Virtual online meeting technology and tools

Technology to facilitate online meetings with your clients, such as Skype or Webex
 
Do you use virtual online meeting tools with clients? *


 
Which technologies do you use? *


 
What percentage (%) of client meetings does your business use online meeting technologies for? *


 
When do you intend to start using these technologies? *


 
Digital signature tools

Technology to facilitate the digital signing of documents
 
Do you use digital signature tools with clients? *


 
Which technologies do you use? *


 
How frequently do you use these technologies with your clients? *


 
When do you intend to start using these technologies? *


 
CRM (Customer relationship management)

Technology to facilitate the management of client and sales information
 
Which technologies do you use as a CRM to manage client information? *


 
How satisfied are you with your CRM? *

With one star being very unsatisfied and five stars being very satisfied





 
Which technology do you use for your client portal? *


 
Email and marketing automation

Technology to facilitate the creation and sending of email campaigns and newsletters that are not personal correspondence in nature
 
Does your business use technology to create and send email campaigns and newsletters (not personal correspondence in nature)? *


 
Which technologies do you use? *


 
How frequently does your business send email campaigns or newsletters of educational or informational nature to its clients? *


 
When do you intend to start using these technologies? *


 
What other technologies do you use to communicate updates, information, etc. with your clients on a regular basis? *


 
Social media management

Technology that allows you to post to one or more social media platforms from a centralised online system, e.g. Hootsuite, Buffer or Sprout Social.
 
How often does your business post to social media networks (e.g. Twitter, LinkedIn, Facebook, YouTube, Instagram)? *


 
Which social networks do you post to?


 
Does your business use technology to manage these posts, e.g. Hootsuite? *


 
Which technologies do you use? *


 
When do you intend to start using these technologies? *


 
Reviews, ratings and online surveys

Technology and online platforms that you use to collect feedback from your customers
 
Does your business use online surveys, reviews and ratings tools to capture feedback from your clients? *


 
Which online services do you use? *


 
When do you intend to start using these technologies? *


 
Website creation and management

Tools used to create and manage content on your website
 
How often does your business add or modify content on its website, including its blog? *


 
Which tools are used to manage your business website and/or blog? *


 
Presentation software

Tools used to create presentations
 
Do you use software to create presentations to clients? *


 
Which presentation tools do you use? *


 
When do you intend to start using these technologies?


 
Online advertising

Tools and technologies used to advertise your business online and to mobile
 
Does your business pay for online or mobile advertising? *


 
What technologies or solutions do you use? *


 
How much do you spend per month on paid advertising? *


 
When do you intend to start using these technologies? *


 
Are you going to spend and invest more in FY2017/18 (compared to last financial year) on customer engagement technologies? *

     
 
Advice and financial planning
Let's look at the tools and technology you use in your practice today to develop and manage advice and financial plans for your clients.

 
Fact find and risk profiling technologies

Tools used to capture client information, objectives and risk profiles that are used in the creation of a financial plan
 
Which technologies and tools do you use to conduct your fact find and risk profiling? *


 
When will your business start using online tools for clients (or prospects) to enter their fact find data, including tools to determine their risk profile? *


 
Financial strategy and modelling tools

Tools used to model, develop and manage a client's financial strategy
 
Which technologies and tools are used in your practice to model, develop and manage a financial plan for a client? *


 
How satisfied are you with your financial planning, strategy and modelling software? *

With one star being very unsatisfied and five stars being very satisfied.





 
Robo investing

Digital services that support robo investing, i.e. simple account opening, risk profiling linked to predetermined investments.
 
Does your business use robo investment technologies for your clients' super and/or investment portfolios? *


 
Which robo investment technologies are used for your clients? *


 
When do you intend to start using these technologies? *


 
Scaled advice technologies

Digital services that support the end to end delivery of pre-configured financial advice to clients via online and/or phone channels, including fact find and SOA/ROA production.
 
Does your business use scaled advice technologies for the provision of end-to-end pre-configured advice? *


 
Which scaled advice technologies are used for your clients? *


 
What percentage (%) of your client base do you use these technologies with? *


 
What scaled advice do you offer clients? *


 
When do you intend to start using these technologies? *


 
Investment research and analytics tools and technologies

Tools and technologies to support portfolio construction, analytics and investment selection
 
Does your business use investment research tools and technologies for investment selection? *


 
Which tools & technologies are used for investment research, portfolio analysis and selection? *


 
Bank feeds, account aggregation, cash flow and budgeting tools

Digital technologies used to access your client's bank data and to help manage their cash flow and budgets
 
Does your business use cash flow, budgeting tools, bank feeds and account aggregation for client advice? *


 
Which technologies are used for client account aggregation, cash flow and budgeting? *


 
What percentage (%) of your client base do you use these technologies with? *


 
Which features of the technology do you use? *


 
When do you intend to start using these technologies? *


 
Investment and super platform technologies

The administration and technology platform used to manage your clients' super and investment portfolios.
 
What (super/investment) platform do you use for the majority of your clients? *


 
What percentage of your clients' super and investment is held "off platform" (e.g. in property or in a direct share portfolio)? *


 
Do you use a managed account solution for some or all of your clients? *


 
What percentage of your client base do you use managed accounts with? *


 
What business benefits do you receive from using managed accounts? *


 
Are you going to spend and invest more in FY2017/18 (compared to last financial year) on advice and financial planning technologies? *

     
 
Operations, processes & workflow
Lets look at the tools and technology you use in your practice today to manage internal processes, workflow, compliance and operations

 
Project management technologies

Tools used to manage projects, activities and tasks
 
Does your staff use digital tools to manage tasks, activities and/or projects in your business? *


 
Which technologies and tools are used to manage tasks, activities and/or projects? *


 
When do you intend to start using these technologies? *


 
Commissions management software

Rules based revenue and remuneration management solution
 
Does your business use commissions management software? *


 
Which technologies and tools are used to manage commissions? *


 
When do you intend to start using these technologies? *


 
Recording and transcribing phone and meeting notes

Tools and services that transcribe conversations recorded in meetings, phone calls, etc.
 
Does your business use digital services that transcribe conversations recorded in meetings, phone calls, etc? *


 
Which technologies and tools are used by your business for transcribing recorded conversations? *


 
When do you intend to start using these technologies? *


 
Customer identification (KYC, Know Your Customer) technologies

Technologies used for identifying and verifying the identity of clients.
 
Does your business use technologies to identify and verify clients (KYC, Know Your Customer)? *


 
Which KYC (Know Your Customer) technologies does your business use? *


 
When do you intend to start using these technologies? *


 
Cloud-hosted online document/file storage, management and sharing technologies

Online creation, modification, storage and sharing of files, documents, spreadsheets and presentations in the cloud
 
Does your business use cloud-hosted online document/file storage and sharing technologies? *


 
Which technologies and tools do you use for cloud-based online document storage, management and sharing? *


 
When do you intend to start using these technologies? *


 
Cloud-hosted email and internal communication services, e.g. Office 365, Google Apps, Slack, Skype

 
Does your business use cloud-hosted email or other cloud-hosted internal communication services, e.g. Office 365, Skype, Slack? *


 
Which technologies and tools do you use for cloud-hosted email/internal communication services? *


 
When do you intend to start using these technologies? *


 
Back-office digital workflow and integration technologies

Digital technologies used to improve general workflow, processes and how different systems interact and integrate with each other
 
Do you use technologies to connect or integrate disparate/different systems or databases? *


 
Which technologies and tools do you use to connect and integrate systems and databases? *


 
When do you intend to start using these technologies? *


 
SMSF administration software

 
Does your business use SMSF administration software for your clients? *


 
Which SMSF administration software does your business use? *


 
When do you intend to start using these technologies? *


 
Are you going to spend and invest more in FY 2017/18 (compared to last financial year) on operations, processes & workflow technologies? *

     
 
The future is now...finally, let's consider the next 2-5 years...

 
What is the most recent technology you have introduced into your business? And for what business purpose?

 
Which technologies are on the wish list for the next 12 months? And for what business purpose?

 
What positive impact/s is technology having on advice practices? *


 
Which technologies will have the greatest impact to financial advice practices in the next 5 years? *


 
Which part of the advice process will be impacted most in the next 5 years by AdviceTech? *


 
How do you learn about new technologies?


 
If you are not already, would you like to receive marketing and educational content from Netwealth? *

     
Thank you for your time today.  You will receive the 2018 AdviceTech Report soon.

To learn more about the Netwealth super and investment platform, visit www.netwealth.com.au.
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