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Borrowing to Invest Report

research report

This report provides an in-depth review of recent developments in the Australian advice technology space

This report will help to understand:
  • Comprehensive commentary on the latest developments in technology
  • Benchmark of comprehensive software providers and focused on what features/functionalities they provide to support the advice delivery process​
  • Insights into the Digital Advice landscape​
  • Summary for each of the advice software providers who participated


Multi-report package pricing also available

Deliverables with syndicated reports

A comprehensive research report covered in 2 volumes (industry and competitor analysis)

A tailored executive briefing customised to the needs of your teams and leadership

A dedicated client analysis should you invite your own clients to take part in the survey

Three hours of additional analyst time to be used for deeper review in areas that you wish to learn more about

Ability to quote from the Report externally, subject to correct citation and our approval

Access to our reports via a secure digital client portal (DataHub)

Client Testimonial

Investment Trends research is an important component of Netwealth's prodcut development process. The research enables us to identify developing trends within the industry that allow us to make relevant judgements about the future direction of Netwealth and our product offering.
Matt Heine
Joint Managing Director, Netwealth Australia
BetaShares has partnered with Investment Trends for a decade to gain insight and understanding of the Australian ETF industry. We’ve found Investment Trends at all times to act with the utmost professionalism, integrity and, most importantly, to deliver deep and expert insight. We feel valued as a client and appreciate the relationship we have built.
Ilan Israelstam
Co-Founder, Betashares
The data Investment Trends provides gives us a real insight into our industry and it helps us understand how we can provide a better service and product offering to our clients. Indeed we look forward to the annual reports and often we will determine our following years strategy around the results.
Peter Cruddas
Executive Chairman, CMC
Investment Trends provides world leading research and analysis into client insights and industry themes. At IG we’ve valued their relationship and partnership for over a decade, using their services and key insights to assist in strategic analysis and decision making.
Kevin Algeo
CEO, APAC & Africa IG

View other reports

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Adviser Technology Needs Report

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Enquire now

Allison Macfarlane

Allison Macfarlane

Senior Business Development Manager

Interested in learning more about our industry research and insights?
Get in touch with us today.

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