Researching the role of wealth management software solutions for advisers navigating the tech-driven transformation of financial services
The current state and future needs of wealth technology: 2025
As wealth management technology advances, it’s not merely enhancing existing wealth management services; it’s fundamentally reshaping how financial services are delivered.
Our second biennial survey of Australian wealth managers, financial advisers and stockbrokers, in conjunction with Suite2Go, unlocks fresh insights into how wealth management technology platforms are shaping the wealth management landscape. The findings highlight not only the current use of wealth management technology and its impact on client experience, but also the sector’s evolving priorities and future requirements.
Our research report reveals why:
More financial advisers are using a single wealth management software solution to manage their clients
More financial advisers are using a single wealth management software solution to manage their clients
User-friendly interfaces that enhance the client experience are essential for maintaining client satisfaction
There is a demand for improved client reporting methods
There is a strong desire for automation in compliance, record of advice, reporting and portfolio management.
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Looking back: the 2023 report
Compare past trends and see how the financial services sector is evolving.
The future belongs to those who blend financial expertise with technological agility, unlocking innovation-led value for clients. To remain competitive and successfully navigate the future of wealth management, stockbrokers, wealth managers and financial advisers need to be proactive in their approach to adopting new technologies and innovation as part of their business.
If any of the survey results or commentary has highlighted areas where you can improve your own wealth management technology, or if you have questions, please get in touch with our Australian distribution partners, Suite2Go, to talk through your challenges and aspirations and discover what’s possible when you partner with wealth management technology experts.
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