May 01, 2017

Digital technology is contributing to a major shift in the role of financial advisors in client interactions, as well as in their efficiencies. This report analyzes the status, trends and drivers in the digitalization of wealth advisor functions such as onboarding, compliance, client profiling, financial planning, advisor-client interfaces and client meeting preparation, and explores the threats and opportunities for wealth management firms in supporting their advisors through digital means.

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