Advice Tech Live 2021

By Next Wealth | 03 March 2021 | 2 minute read

On Tuesday the 19th January 2020, NextWealth hosted a virtual event, Advice Tech Live. In case you missed a session or if you want to watch it back, we’ve provided videos of each sessions below.

We spent two hours sharing tips, tricks, live demos and research to help financial advice professionals get more from their tech.

Heather Hopkins opening remarks

Panel Discussion: The financial adviser tech stack and making the most of it. Featuring Adrian Murphy (Murphy Wealth), Jennifer Ellis (Wellington Wealth) and Sarah Lord (Succession Wealth)

Get the most from your back office system. Top productivity tips from Eileen Murphy (Informed Training) and Kate Holmes (Innovating Advice)

Productivity hacks. Alasdair Walker (Handford Aitkenhead and Walker) and Ella Davies (Lift Financial) offer their top tips.

Case study: Owning the value chain – building a platform. Featuring James Priday, CEO, P1 Investment Management.

Dynamic Planner Cashflow Modelling Demo. Featuring Tich Nhau.

Customer view: Our focus group’s thought on digital engagement. An exclusive opportunity to drop in and hear our focus group and thoughts on digital engagement.

How do you use your portal to build a better relationship with your clients? Featuring Daniel Harrison and Jamie Sexton from True Potential.

Ask Michael Anything. Michael Kitces from Kitces.com joined us for a Q&A.

advicetech, financial advice

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Advisers keep telling us the same thing about AI: it’s exciting, but overwhelming. New tools appear daily. Every vendor promises time saved and better client outcomes. But how does it actually fit your stack? What will it cost in change management? And who’s genuinely delivering value in advice firms like yours? That’s why we have launched the NextWealth AI Directory. A practical, plain-English guide to the AI providers operating in the advice market.

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