Representing $10 Trillion in AUM

2,000 Wealth Management Firms Are Targets for Wealth Tech Expansion


Captura de Pantalla 2022-03-02 a la(s) 12
. Pexels

Autor: Marcelo Soba

  1. The segment of the market most likely to license market-leading vendors consists of broker/dealers (B/Ds), RIAs, and bank/trust firms looking to distinguish themselves to advisors and investors by controlling the client experience and building what they believe to be a best-in-breed tech stack
  2. According to the research, three-quarters of these firms state that their tech philosophy is to license market-leading vendors and to maximize integration between tools
  3. For wealth managers working in the high-net-worth (HNW) and ultra-high-net worth (UHNW) segments, the complexity of more affluent clients dictates more specialized solutions. This will be most true in categories such as performance reporting and financial planning