Tech to Manage the Investment Proposition – Presentation of Findings

The technology being used to manage the investment proposition among large financial advice businesses and DFMs is ripe for disruption.

NextWealth, along with the support of Ada – Redington’s fintech business, Allfunds, Bravura Solutions, Multrees and SS&C, has published a report details some of the challenges of managing an investment proposition across multiple platforms and the need for more sophisticated tools to support information sharing to drive better investment decision-making.

The research is based on interviews with senior executives in technology, operations and investment teams in large financial advice businesses and DFMs and discussion at an event on 18 May at the Royal College of Physicians.

You can view the presentation of findings below that was shared at the event.