The wealth management industry is undergoing a transformation

The wealth management industry is undergoing a transformation

ByPolina Kravchenko

As EY warns, wealth managers need to stay ahead of their clients’ rapidly evolving needs and expectations for digital transformation.Here are some recent findings that highlight distinct advantages digital platforms over traditional AWM services: 1. Access: Anytime, AnywhereDigital wealth management platforms provide 24/7 access to portfolios via user-friendly interfaces. This contrasts with traditional brokers, who often require scheduled…

Happy New Year from Finmars

Happy New Year from Finmars

ByPolina Kravchenko

As we step into the new year, the Asset and Wealth Management industry gains fresh momentum. Whether responding to year-end results, recharging for the year ahead, implementing innovative strategies, or adapting to new regulations, this is a pivotal moment for organizations and investors alike. In 2025, we wish all AWM professionals the ability to:– Access…

A Year of Milestones at Finmars – Looking Ahead to 2025

A Year of Milestones at Finmars – Looking Ahead to 2025

ByPolina Kravchenko

As 2024 comes to a close, we reflect on another year of advancing our vision: fostering an open, collaborative approach in the world of AWM digital tools. Our goal remains steadfast—empowering financial institutions with high-quality, fast, and cost-effective AWM data solutions. From firms managing a handful of connections to those handling thousands, the challenges of a fragmented market and…

Personalised AWM Journey with Finmars’ Marketplace

Personalised AWM Journey with Finmars’ Marketplace

ByPolina Kravchenko

Implementing a new digital Portfolio Management System (PMS) is a significant decision, requiring not just financial investment but also internal resources to train teams, adapt processes, and drive change. Choosing the right, future-proof solution is essential to avoid ongoing implementation challenges and ensure scalability for future needs. Many digital platforms offer only a fixed set…

Right-on-Time Analytics: Empowering Timely AWM Reporting

Right-on-Time Analytics: Empowering Timely AWM Reporting

ByPolina Kravchenko

In recent years, during rapid fluctuations in global markets caused by unexpected geopolitical tensions and the pandemic, investors relying on outdated data suffered significant losses as stock prices plummeted within hours. Meanwhile, those with on-time portfolio state and reporting from advanced digital platforms were able to make quick, informed decisions, either mitigating their losses or…

Securing your digital wealth with Finmars’ advanced security solutions

Securing your digital wealth with Finmars’ advanced security solutions

ByPolina Kravchenko

The global average cost of a data breach in 2024 has risen to $4.88 million, reflecting the increasing risks businesses face, according to the recent IBM Report. Strengthening cybersecurity is no longer optional but essential for protecting both financial assets and brand reputation. Companies that invest in robust security measures are better positioned to navigate…

Why 24/7 Digital Access Is the New Standard for UHNW Clients

Why 24/7 Digital Access Is the New Standard for UHNW Clients

ByPolina Kravchenko

For 77% of ultra-high-net-worth individuals, 24/7 access through digital channels is a critical expectation when selecting a WM firm, reflecting the rising importance of always-available connectivity, according to Capgemini’s World Wealth Report 2024. Moreover, some UHNWIs want a hands-on, digital channel approach for DIY investing and to explore offerings and invest at their own pace….