Financial Technology Firms
Size the market, analyze trends in technology adoption, and develop your strategic plan.
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Innovate toward the future of financial services with comprehensive market sizing and analysis of technology adoption among asset and wealth management firms.
Size the Market
Understand advisor and investor marketshare continues to change in an era of increased fiduciary awareness, enhanced technology adoption, and the expectation of falling margins.
Understand Advisor Tech Decision-Making and Adoption
Will wealth managers buy, build, or outsource technology? What are the factors driving decision-making and what does that mean for technology solutions?
Identify the True Opportunity of Direct Indexing
Fractional shares and the disappearance of brokerage commissions have removed barriers to personalized portfolio solutions. What does the future hold for direct indexing?
Explore Our Perspectives
We cover the most important themes impacting the wealth management and wealth technology industries.
For decades, the financial services industry has touted the customization of managed accounts, yet only partially delivered on that claim. Direct indexing may change that.
Wealth management providers are experiencing an increased demand for comprehensive advice while their most productive advisors approach retirement. Overcoming these constraints will require the deployment and adoption of enhanced wealth management technology platforms.
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Learn more about how our consulting services can help you.