Boston, October 2, 2014 – As North American wealth management firms' focus on cost-containment slowly fades into the background, they must strike a balance between maintaining existing technology infrastructure and driving innovation. Many firms are rolling out new platforms and replacing legacy technology, but do their plans align with their priorities? And what strategies should they consider to achieve their technology goals?
This Impact Report is built on an Aite Group online survey of IT executives from the North American wealth management industry and identifies IT spending trends and priorities, the impact of new technologies, and wealth management firms' approach to technology decisions.
This 36-page Impact Report contains 28 figures. Clients of Aite Group's Wealth Management service can download this report.