Tags Posts tagged with "Wealth Management"

Tag: Wealth Management

Financial Well Being – The 2020 New Year Checklist

Yes, it’s that time of the year again, the time to make those resolutions for the year that we inevitably end up breaking by...

What to Expect from Wealth Management Platform in 2020?

2020 promises to be a year of fundamental shifts for the Wealth and Asset management industry. The evolving technology landscape and digital transformation of...

How AI is Changing the Face of Portfolio Management

Over the past decade, the Wealth Management industry has undergone a sea change. There has been an exodus of customers with actively managed portfolios...

How analytics makes wealth management unbiased?

Investment managers of today are out chasing the alpha. They are expected now, more than ever, to justify their management fees by giving a...

Predictive analytics in wealth management The new normal

The wealth management landscape is ever-evolving and wealth management firms of today are increasingly adopting cutting edge technology to cater to tech-savvy millennials. The...

Here’s why you need hybrid advisory for Investment Management

The introduction of Robo Advisory has received mixed reactions from wealth and investment managers. While the tech-savvy managers have been quick to appreciate the value...

5 reasons Wealth Managers need a technology partner

Maybe you are a veteran Wealth Manager, a rookie or somewhere in between. Being in the industry, you must have heard about the disruptive...

The Wealth Management Industry: Outlook 2020

As we complete two decades of this century, GenZ has entered their early adulthood and GenY, popularly known as Millennials, are close to being...

Simplifying Portfolio Analytics with Investment Management Solutions

Portfolio analytics is a key component in investment management. It helps managers in analyzing returns and risk for their clients and help them make...

The science and art of choosing the right Investment Management Solution

Choosing an investment management solution is a rather difficult task, especially when there are many options to choose from. You want to make the...