From risk analytics to portfolio modeling, this MVP Technology Framework evaluates B2B tech solutions wealth managers and financial advisors are using to streamline and customize their offerings.
With the rise of retail investment platforms, the investment landscape has changed dramatically in the last decade. These solutions allow individuals to bypass institutional investors and control their own portfolios, offering a cheaper, faster, and more hands-on experience.
To meet heightened user expectations and remain competitive in this new landscape, traditional wealth managers and financial advisors are turning to tech solutions to streamline and scale manual processes as well as expand their offerings.
This report evaluates 8 B2B tech markets that wealth managers and financial advisors should monitor, vet, and prioritize.
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