Advisor Technologies to Seize the Digital Opportunity: Comparing Vendor Solutions

October, 31 2016 | Prashant Mehta

Aite logoBoston, October 27, 2016 – Dozens of business-to-business digital wealth platforms have emerged to help incumbent advisory firms digitize their practice. These fintech firms either provide technology to support digital client engagement or digital investment management. What are the key considerations wealth management firms must take into account when developing a digital advisor strategy and choosing a vendor solution?

Based on early 2016 Aite Group interviews with 10 North America-based digital wealth platform providers, this report examines how digital advisor technology platforms are positioned to help advisors build their practice- and portfolio-management capabilities while improving their engagement with clients. The vendor platforms in this study each offer client acquisition capabilities such as account opening, the ability to deliver and manage algorithm-based online investment portfolios, and tools that support advisor efficiency and advisor/client engagement.

The profiled vendors include Invessence.

To read the entire report, please visit: