AdviceTech Podcast #118 - Netwealth: Future of Technology in Advice Feature

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.

Matt Heine LinkedIn: https://www.linkedin.com/in/mattheine/ Patrick Gardner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/

A world of opportunity awaits you at Netwealth: https://ensombl.com/go/20250221

Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/

General Disclaimer – https://www.ensombl.com/disclaimer/