Wealth Advisory Through the Digital Prism: Geography, Technology Options, and Business Implications

Portfolio systems are a long-standing investment technology solution. Vendors have a solid reputation for adopting and assimilating innovation once the market sets its requirements. Digital advisory modules represent a new and significant step forward on the innovation raceway.

At the same time, stand-alone fintech firms or specialized point solution providers that are providing financial institutions with digital advisory software toolkits are fast emerging. They are setting the bar high for digital advisory modules that are sophisticated as well as cost and time efficient.

Register today and join Aite Group senior analysts Meghna Mukerjee and Denise Valentine as they explore the digital wealth advisory space.

Key discussion points include:

  • How are portfolio systems mainstream technology and what does this mean to the business?
  • Who are the early risers? What is the roadmap?
  • What does the landscape of business-to-business point solution providers look like?
  • What are the advantages of these relatively small players?
  • What differentiates digital advisory modules?
October 10, 2018
October 9, 2018 | 10 a.m. ET

Meghna Mukerjee is a senior analyst on the Wealth Management team writing about market trends as well as regulatory and digital shifts impacting wealth managers, private banks, independent asset managers, and family offices across Europe and the Asia-Pacific. She has a specific focus on regulations such as Markets in Financial Instruments Directive II (MiFID II), the Second Payment Services Directive (PSD2), and the Common Reporting Standard (CRS), and she also writes about private banking business models and market opportunities.

Denise Valentine is a senior analyst at Aite Group in wealth management, focusing on investment management topics such as portfolio technology and related processes ranging from traditional portfolio systems to portfolio management techniques leveraged within digital advice platforms. Ms. Valentine further focuses on data analytics, artificial intelligence, and retirement industry trends, such as the Department of Labor fiduciary rule and the defined contribution segment. Ms. Valentine spent several years with Aite Group evaluating the institutional asset management market.