Market volatility continues to be a significant concern for investors. The key to navigating uncertainty lies in a well-diversified portfolio – and digitalization in AWM is redefining how investors achieve this. Digital tools are empowering more informed, agile decision-making, enabling portfolio diversification to become both smarter and more strategic. Here’s how digital wealth management can help investors…
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…
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…
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…
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…
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rapid fluctuations in global markets caused by unexpected geopolitical tensions and the pandemic, investors relying on outdated data suffered significant losses as stock prices plummeted within hours.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…
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…
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….
