Our research and analyst expertise cover the data and tools that broker-dealers and investment advisory firms use to serve individual investors- including financial planning, client management, and accounting platforms. We focus on technology in the context of the business environment, making sure issues of regulation, distribution channels, and market conditions are top-of-mind.
Use Mobile Technology Better or Risk Losing Clients
85% of high net worth clients are willing to use mobile technology but nearly a third of advisors still lack firm-approved mobile tools, such as tablets
Top 10 Tech Trends in Wealth Management
Over 85% of wealth executives cite supporting collaboration with clients across multiple channels, boosting the productivity of financial advisors, and keeping pace with regulatory mandates as their top three strategic priorities for 2013.
67% of financial services executives expect to increase their technology spending over the next two years. Identify investment priorities and increase ROI from a successful technology choice with our Technology Analysis.
Top Resources for Technology Providers
We equip technology providers to succeed in the financial services industry through our best practice research, data and benchmarks, Technology Analysis tools and advisory support.
Client Reporting Systems: High-Risk, High-Reward
Nearly one-third of wealth management firms plan to improve their document management and client reporting capabilities.
IT Road Map: Wealth Management
Understand when financial institutions plan to invest in various technology areas, the value and risk associated with each, and relative value that one area provides over others. Make technology decisions with confidence, minimize business risk, and align IT initiatives to business goals.