Netwealth Investments
6/180 Flinders St,
Melbourne, 3000, VIC,
Australia
Melbourne, 3000, VIC,
Australia
61 18 0088-8223
Banking and Financial Services
Netwealth Investments Technographics
Netwealth Investments Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Netwealth Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 664 Netwealth Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Netwealth Investments has purchased the following applications: Ashby ATS for Applicant Tracking System in 2024, Appian AI Process Platform for Generative AI Platforms in 2024, Appian Private AI for Intelligent Process Automation in 2024 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Netwealth Investments is running and its propensity to invest more and deepen its relationship with Ashby , Edenred , Appian or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Netwealth Investments revenues, which have grown to $161.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Netwealth Investments intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Netwealth Investments Data, Technology Stack, and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ashby | ELMO Recruitment and Applicant Tracking System | Ashby ATS | Applicant Tracking System | HCM | n/a | 2024 | 2024 |
In 2024, Netwealth Investments deployed Ashby ATS Applicant Tracking System on its corporate website. The implementation replaced ELMO Recruitment and Applicant Tracking System and concentrated on embedding Ashby ATS career site functionality into netwealth.com.au to centralize external candidate intake.
The deployment focused on Applicant Tracking System capabilities such as job requisition posting, applicant tracking, candidate sourcing, interview scheduling, offer management, and recruiter reporting and dashboards. Configuration work emphasized career site integration to surface live roles on the company website, application form capture and staged application workflows to align with Netwealth recruiting practices.
Operational scope covered Netwealth talent acquisition and HR recruiting teams, with governance configured around user roles, requisition approvals and offer workflow controls. Cutover planning included decommissioning ELMO Recruitment and Applicant Tracking System components and switching inbound candidate traffic to Ashby ATS, while preserving recruiter access to Ashby ATS dashboards and hiring workflows.
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Employee Recognition and Rewards Management | HCM |
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2020 | 2020 |
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AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Appian | Legacy | Appian AI Process Platform | Generative AI Platforms | AI Development | n/a | 2024 | 2024 |
In 2024, Netwealth Investments implemented the Appian AI Process Platform to modernise its client and advisor case management system branded as Netflow, Apps Category . The deployment targeted Netwealth's back-office and administration functions in Australia and was designed to accelerate work, increase self-service options, and improve experiences for staff and clients.
Netflow was configured using Appian's data fabric, automation capabilities, and Private AI architecture, with a specific implementation of the email classification AI Skill to automate triage of case creation failure messages. The solution evolved from a single workflow to more than 30 tailored workflows, reflecting configuration of case management, routing logic, automated classification, and task orchestration modules within the Appian AI Process Platform.
The implementation integrated Appian with Microsoft SharePoint, PowerBI, and Zendesk as part of the operational stack to enable document management, analytics reporting, and customer support ticket linkage. Netwealth's IT development team trained the email classification AI Skill to a 98 percent accuracy level in minutes, eliminating manual email review and enabling automated assignment of issues to the appropriate internal teams.
Governance and knowledge transfer were delivered through Appian Accelerate services, which upskilled Netwealth developers and produced internal Appian Associate Developer accreditation across the team. The rollout emphasized in-house enhancement capability and reduced reliance on external delivery for iterative improvements, allowing Netwealth to extend Netflow functionality and reduce internal queries through more informed routing and case handling.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Appian | Legacy | Appian Private AI | Intelligent Process Automation | AI-Powered Application | n/a | 2024 | 2024 |
In 2024, Netwealth Investments modernised client and advisor case management with Appian Private AI. Apps Category .
Netwealth implemented a platform named Netflow on the Appian AI Process Platform, using Appian Private AI alongside Appian’s data fabric and automation technologies to centralise case management and increase self-service options for staff and clients. The implementation focused on case creation and triage workflows, embedding an email classification AI Skill to automate the identification and routing of case creation failure messages into the case management workflow.
Functionally, Netflow consolidated client and advisor case handling, automated email-based case triage, and exposed automation capabilities to reduce manual touchpoints in client servicing and advisor support workflows. Netwealth’s IT developers trained the email classification AI Skill to 98% accuracy in a matter of minutes, demonstrating rapid model tuning and operational readiness for automated routing to the appropriate resolution teams.
Operational coverage centered on staff-facing case management and client-facing issue resolution, with the Appian Private AI deployment leveraging data fabric capabilities to unify case data and orchestration across automated processes. Governance and process changes were driven by IT developer-led model training and configuration of automated routing rules, enabling faster identification of responsible teams and streamlined remediation workflows.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2023 | 2023 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2021 | 2021 |
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Remote Monitoring and Management | ITSM |
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2021 | 2021 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Master Data Management | PaaS |
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2024 | 2024 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Netwealth Investments
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Netwealth Investments Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Netwealth Investments Technographics
Netwealth Investments is a Banking and Financial Services organization based in Australia,
with around 664 employees and annual revenues of $161.0 million.
Netwealth Investments operates a diverse technology stack with applications such as
Ashby ATS, Appian AI Process Platform and Appian Private AI,
covering areas like Applicant Tracking System, Generative AI Platforms and Intelligent Process Automation.
Netwealth Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Ashby and Appian.
Netwealth Investments recently adopted applications including
Ashby ATS in 2024, Appian AI Process Platform in 2024 and Appian Private AI in 2024,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Netwealth Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Netwealth Investments’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Netwealth Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.