Wealth management is changing. What will count for more in the future – advanced technology or personalised service?

In an era where innovation and shifts in the political and economic landscape are impacting every sector, including finance, wealth managers are at a turning point where evolution is not optional but essential.

New generation, new expectations

Amid the ongoing changes, a natural generational shift is significantly impacting the wealth management industry. The massive transfer of wealth from ‘baby boomers’ to younger generations is introducing new expectations and demands on wealth managers.
 

These young, tech-savvy investors are looking for a blend of personalized relationships with their advisors, enriched information, and greater control over their assets.

A survey by consulting firm Gartner1 revealed that 78% of millennials consider cutting-edge technology crucial in choosing a wealth manager, as opposed to 38% of the post-war generation.
 

The goal for wealth managers? To combine digital tools with human expertise. It’s about evolving to offer services that resonate with tech-focused young clients and meet the needs of established investors. It’s not tech versus human – it’s tech plus human.
 

To succeed, wealth managers need both the tech and personal service. It’s about blending advanced tools with human expertise to meet the diverse needs of all clients. Offering an intuitive platform with enhanced security will win business with younger investors, but it can also increase satisfaction and loyalty among clients of all demographics.

Creating a winning offer

That’s why for any wealth manager, choosing the right wealth technology partner is crucial. And Infront is ready to help.
 

Our intuitive, data rich WealthTech tools mean you can create a winning digital service, without major technical effort.
 

For investors and wealth managers, having access to up-to-date, accurate market data is essential. Infront’s data display and feeds products provide real-time insights, ensuring investment decisions are made with confidence.
 

For managing portfolios, Infront Assetmax gives wealth managers the tools they need to offer the services clients value. Our multi-custody portfolio management platform lets you oversee portfolios, track performance and handle the entire client management process from one place. And it’s a trusted solution, used by banks and wealth managers in Switzerland and beyond since 2016.
 

Because Assetmax is compatible with third-party solutions and APIs, it means you can offer a digital service to clients without a major technical overhaul.
 

And by adding the Infront Wealth Portal, you can also give clients online access to investment information, evaluations, and documents, ensuring accessibility anytime, anywhere.

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Ready to take the first step towards creating a modern wealth management offering?

Discover Infront WealthTech solutions.