Research has shown that high-net-worth clients receiving financial planning from their primary wealth management advisor are nearly twice as likely to invest new assets with the firm as those who receive no planning. Not surprisingly, over two thirds of wealth management firms surveyed have indicated that they plan to make significant investments in their financial planning capabilities. The challenges many firms face however, are determining which technology vendor will best align with a firm’s business model and goals, and what features are most important.
By attending our upcoming webinar, wealth management executives and technology vendors can learn more about the current financial planning landscape and discover areas of importance when selecting financial planning technology. Topics we’ll cover include:
- Current Market Drivers and Future Tech Investment: Examine how HNW clients are demanding financial planning and how wealth management firms are investing to meet this need.
- Global Spending Forecast and Emerging Technology: Explore projected global spend in the area of financial planning, and learn about the disruptive and emerging technologies that will move the industry forward.
- Players Almanac and Available Financial Planning Software Features: Uncover some of the technology vendors currently offering financial planning solutions and review common product features, as well as those that are differentiators in the marketplace.
- Key Attributes of Best in Class Offerings: Discover the 23 components that define a “Best-in-Class”” Financial Planning offering as identified by CEB TowerGroup’s qualitative and quantitative data.
No matter what phase of the financial planning offering project a firm may be approaching, doing the proper due diligence and up-front preparation will better prepare them for success. Our new Financial Planning: Technology Analysis tool offers helpful features that will aid with strategizing, scoping, implementing and selecting an appropriate vendor. To learn more about how this tool can assist with the selection of financial planning technology and how to align goals with solutions, attend our upcoming webinar, Financial Planning Investments to Improve Client Advice.
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