Strategic Consulting

Financial Technology Firms

Size the market, analyze trends in technology adoption, and develop your strategic plan.

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Let Us Help You

Innovate toward the future of financial services with comprehensive market sizing and analysis of technology adoption among asset and wealth management firms.

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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.

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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?

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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?

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Thought Leadership

Explore Our Perspectives

We cover the most important themes impacting the wealth management and wealth technology industries.

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August 2021

Improving Client Experience: Customizing with Direct Indexing

Access this white paper to learn more about direct indexing, key players and assets under management, growth projections, and market adoption.

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April 2021

Direct Indexing and the Unfulfilled Promise of Tax Efficient SMAs

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.

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February 2019

Subtract, Add, Multiply – The Formula to Efficiency

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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