AdviceTech Podcast #118 – Netwealth: Future of Technology in Advice Feature
AdviceTech Podcast 20 February 2025
This week, Pat is joined by Matt Heine, CEO and Managing Director at Netwealth. They discuss Netwealth’s use of AI and technology, including efficiency gains from tools like Copilot, digital engagement platforms, managed accounts, and the acquisition of Flux to engage the next generation of investors.
A world of opportunity awaits you at Netwealth
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