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How technology is changing wealth management industry

Technology has been a part of the wealth management industry for many years now. But as with most areas of life today, the uses for digital services in financial analysis and investment have expanded exponentially since they first started being employed.

Technology has its place in wealth management in more areas now than ever before.

In this blog post we will cover:

  • The main areas where technology is used in the wealth management industry
  • The future of technology in the industry
  • Ways in which technology has improved the industry

The main areas where technology is used in the wealth management industry

Technology has advanced quickly and its uses have raced to the forefront in the last few years, and even more so in 2020. When it comes to the relationship between client and manager, technology brings them closer, even when that is not physically possible. 

With the use of video calls in recent years, clients can get easy access to their wealth manager whenever they need it.

No need for travelling to an appointment or meeting. Using technology to video call means the client can speak to their wealth manager when it’s convenient for them. 

It also means they have deeper access to their portfolio via online portals or online access areas. 

Technology has also come in to play when viewing all areas of your wealth at once. Instead of shuffling through folders and only being able to see one area of wealth at a time, you can now log in online and see all of your finances in one place. 

This has made passing money across accounts much easier too with many banks having apps and online banking in place now. 

This really helps with fast reporting on finances as well with quick and easy access to all accounts online. 

Keeping an eye on a client's financial habits is also made easier by technology. With certain programs, you can track a client’s spending habits and therefore create more detailed forecasts for their future wealth. 

Tracking these can also make it easier for wealth managers to advise clients on future investments and asset management as their spending and income can be tracked online. 

The future of technology in the industry

With major advancements in artificial intelligence, the future is bright for technological advances in wealth management. 

With services such as artificial intelligence becoming more of a possibility, communication between the bank and customer can become faster and more efficient. 

A research group called Forrester did a study which showed that almost 50% of financial management services were already looking into using AI. 

There could also be advancements in data analytics in the future, meaning that forecasting a client’s future money management could be a lot easier. 

Data analytics services can compute spending habits and show easy to read data graphs for managers to relay back to their clients. 

Many companies are also going paperless, meaning all their old data and forecasts can be digitalised. This means that looking back on a client’s financial past can be made easier too. 

By doing this, any new manager that takes on that client only has to go online to see their entire financial past rather than trawling through folders and paper sheets. 

Ways in which technology has improved the industry

At first, technology was only used on the inside workings of financial management, purely helping the managers themselves to deal with large numbers. 

This has now shifted across all areas of management, including helping the client. This has greatly improved the client to manager relationship.

The term ‘Built for Wealth’ highlights technologies that are specifically made for wealth management and these are increasing yearly. 

The advancements in wealth management technology is not only helping the traditional wealthy clients, but will also make financial management more accessible for small businesses and personal wealth for those with small amounts of money that still want to access financial advice. 


It is a pleasure to work with Alex and his team. They always provide prompt and helpful replies to any questions I send them. Phone chats are also pleasant and instructive for me. Alex appears to be constantly on top of market developments and proactively gets in touch with me to inform me on the company's views. In sum, Alex and his team provide a secure environment for doing business.

Professor of Quantitative Business Administration


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