Strategic Consulting
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?
Thought Leadership
Explore Our Perspectives
We cover the most important themes impacting the wealth management and wealth technology industries.
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.
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.
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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Learn more about how our consulting services can help you.