FT Adviser: What to ask your wealth tech provider

FT Adviser: What to ask your wealth tech provider

Rising costs and growing client demand are making technology an increasingly important force in the wealth management space. Numerous ‘wealth tech’ providers have joined the market to offer traditional wealth managers the opportunity to outsource parts of their client book as a way of increasing profitability and reducing regulatory burden.

With current wealth tech providers offering everything from an ‘end-to-end’ service to basic model portfolio software, it is essential that wealth managers do their due diligence to ensure that whatever solution they find ultimately serves their clients’ needs.

Read on FT Adviser what critical questions you should ask when looking into wealth tech solutions.