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.

Review the webinar with Aite Group senior analysts Meghna Mukerjee and Denise Valentine as they explored the digital wealth advisory space.

Key discussion points included:

  • 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?

Clients of Aite Group's Wealth Management practice can access the full webinar on-demand by logging into our website.

For more information about this topic or other Aite Group services, please contact us at info@aitegroup.com.

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

Type: 
Webinar
Date: 
October 9, 2018
When: 
October 9, 2018 | 10 a.m. ET
Speakers: 

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 the Wealth Management practice focusing on investment management topics including portfolio technology, research and operational outsourcing services, and business transformation due to regulation and disruptive technology, such as digital platforms and artificial intelligence. Ms. Valentine also looks at the retirement industry and its trends. Ms.