thewealthnet

What technology do clients really want?

Katie Royals, 04/11/2022

Almost everyday thewealthnet receives multiple press releases related to technology in the wealth management industry. The need for greater technological adoption throughout the sector is largely undisputed, however the areas in which it is needed is often debated.

In the past week alone, press releases have called for more technology solutions to help with the following: behavioural science; ‘simplification’; private markets access; and ESG.

According ...


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