Mark Knowlton: So what will the platform of the future look like?
Breaking the mould
Mark Knowlton: "We increasingly expect to see platforms being able to offer a range of configurable alerts, meaningful insights and actionable outcomes to achieve better engagement, transparency and trust."
APIs, cloud-based tech and data analysis provide the opportunity to create a truly different wealth management experience that is more intuitive, interactive and insightful than anything on offer today, writes Mark Knowlton
The wealth management industry is on the brink of transformation, with changing investor demand, regulation and new technology sounding the death knell for giant, monolithic ‘one size fits all' platforms....
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