The Wealth Mosaic – WealthTech Report

The WealthTech Report 2020 – Using technology to improve the management of investment portfolios

Efficiency and accuracy within the portfolio management process is the holy grail of the asset manager. Time lags in updating portfolios when markets move substantially quickly add up and feed through to performance. Maintaining compliance is another issue within the portfolio management process. Our view is that by leveraging new tools and technologies available, wealth managers can actually improve communications within the portfolio management team and thus reduce costs, increase efficiency and smooth processes. In doing so they can also support and enhance the client experience.

Q&A with Dr. Boris Rankov, Head of Digital Advisory Finantix

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