Adviser Ratings in data deal with Netwealth

Adviser-Ratings/netwealth/partnership/mark-hoven/financial-planning/

17 December 2018
| By Mike |
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Adviser Ratings have entered into a commercial relationship with platform provider, Netwealth, which the two companies say will involve the provision of data insights on the wealth management industry.

The arrangement was confirmed by Adviser Ratings chief executive, Mark Hoven who acknowledged that while the company was better-known for its work in the consumer marketplace, it was now seeking to build into the adviser/licensee space.

Netwealth managing director, Matt Heine said the company believed Adviser Ratings could provide insights to help his firm better understand its customers and their needs.

“This has become even more critical as advisers are rapidly moving to new licensees and demanding more from their service providers, and we must be responsive to that,” he said.

 

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