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The current state and future needs of wealth technology

Access the latest findings and insights into how Australian investment advisers and stockbrokers are currently using wealth technology and how this reflects on their clients’ experience.

Download the report for the results of Chelmer’s survey of delegates at the 2023 Stockbrokers and Investment Advisers Association (SIAA) conference, along with findings from Suite2Go’s Wealth Report research in 2021, and discover why they indicate a strong market demand for versatile, integrated wealth management technology.

Key Insights from the Report

The survey results highlight several compelling themes that underscore the need for increased digitalisation within the wealth management sector, particularly among brokers and wealth advisors. 

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The impact of regulatory changes on financial planning and wealth management innovation, including the Royal Commission’s findings and implications for the industry, enabled fintech players to enter and disrupt the industry. 
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Legacy tech has led to integration challenges resulting in varied usage of platforms and reporting capabilities. 
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Increasingly popular among advisers and investors, there has been rapid growth in managed accounts and ETFs.
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The importance of enhancing client engagement through digital platforms, with a focus on user experience, customisation, and the integration of advanced analytical tools. 

Amidst the ever-changing Australian financial landscape, the future belongs to those who blend financial expertise with technological agility, unlocking innovation-led value for clients.

If the survey results or commentary has raised concerns about your own wealth management technology, or if you have further questions, please get in touch with our Australian partners, Suite2Go, to talk through your challenges and aspirations and discover what’s possible when you partner with wealth technology innovators.

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