Wealth Management Operating Models

Sep 21, 2021 End-to-End Advisor Platforms: Enabling the Bionic Advisor Report End-to-end advisor platforms offer a promising way for wealth management firms to arm their advisors with an all-inone digital toolbox. But not all end-to-end platforms are created equal. This report profiles eight leading providers of all-in-one technology platforms for wealth advisors, examines which features and functionalities are need-to-haves and which are nice-to-haves, and discusses which solutions are particularly useful for different types of wealth management firms. The research also examines the current state of the industry, discusses future trends for digital advisor desktop technology, and offers a set of concrete strategy recommendations for firms weighing an end-to-end advisor solution. Jan 14, 2022 Wealth Management Operating Models Report Wealth managers today are under increasing pressure and face fierce competition. Plus, expectations have changed, with investors demanding more. For some managers, legacy technology and process inefficiencies hamper their ability to respond to a changing industry ─ and they'll need to transform their operating models to future-proof their businesses.