Technology & Operations Trends in Wealth Management 2022

In its tenth edition, based on a global survey of of wealth and asset managers, this wide-ranging yet concise report shines a light on key technology and operations advances for the sector, offering deep insights into where firms are focusing their efforts – and where weaknesses still remain.

Topics tackled include spending levels over the next three years; how far they've digitized against their ambitions to become digitized; the levels of automation they have achieved in portfolio management; data reliability, timeliness and accessibility; how well they are leveraging client custodial data; progression on embedding ESG into investment processes; and the balance between improving advisor productivity and the client experience in motivating their technology investments.

It also takes in the full spectrum of tools and innovations firms are investing in today, with on-the-ground insights from experts at Accenture Wealth and Asset Management, Alvarez & Marsal, Aon, Deloitte Consulting, IAWMC, Javelin Strategy & Research, KPMG, Sionic and SS&C Advent.