I’m proud to announce that Wealth Central has been awarded the Best New Advice Technology Application by Investment Trends - a specialist financial services market research organisation.
Investment Trends released the 2020 Advice Technology Benchmark Report in March 2021, which provides an in-depth review of recent developments in the Australian advice technology space, including a benchmark of functionality offered by established advice software providers. Wealth Central was awarded as a standout planning application amongst our industry peers in this report.
This award is based on the analysis of the 2020 Advice Technology Benchmark Report identifying the best in class providers across seven categories. Commenting on the results, Investment Trends said: “Wealth Central remains the pre-eminent implementation of a goals-based advice process in Australia and possibly the globe.”
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