PWM Wealth Tech Summit 2022 - Digital wealth planning and picking up the pace with digital tools for individual demands


Integrating allocation strategies for digital wealth management is now an absolute must for the wealth management ecosystem. By consolidating business units and adopting digitalised operations, managers are able to offer a next-level strategic advantage for wealth planning and portfolio construction. With individual clients looking to plan their wealth around their own individual goals from ESG, impact and thematic investing ideals, how can technology support achieving their goals. Are firms prepared to update their existing legacy systems to accommodate new technology? Where are wealth managers adding value to their clients? More than a service, can cloud based ‘WaaS’ reshape the business-critical functions for wealth managers? How far can the cloud reduce operational costs and offer economies of scale for wealth businesses? Will remote capabilities allow for better client interaction and therefore a better understanding for portfolio management?