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. With the rise of application programming interfaces (APIs), smart devices, powerful data analytics and artificial intelligence to personalise the customer experience, the advised platform of the not so distant future could look very different from what we know today. Over the last 20 years, platforms have become an integral part of the adviser toolbox, simplifying administration and ...
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