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How Technology Is Redefining Wealth Management - clayfin.com
For most of wealth management’s history, the advisor relationship was defined by information asymmetry. The advisor knew things the client did not necessarily heed all the time. Actionable Information on market conditions, product structures, portfolio optimization logic and the value of the relationship came largely from that knowledge differential. That differential has not disappeared, but it has narrowed. Clients who want to understand their portfolio allocation, research an asset class, or benchmark their returns against relevant indices can do so before a conversation begins. The advisor who walks into a meeting assuming the client needs to be educated on fundamentals is often meeting a client who has already done that work. What this changes is not the value of the advisor, but what the advisor’s value needs to consist of. The Self-Service Layer The demand for self-service in wealth management is not a preference for less human contact. Research from Deloitte’s wealth management practice consistently shows that high-net-worth clients want both: the ability to access information, execute routine portfolio actions, and monitor performance independently, alongside access to advisor expertise when decisions are complex, stakes are high, or confidence is low. This is not a contradiction. It reflects how advice relationships work in any domain where the client is informed but not expert. A patient who researches a diagnosis does not want a doctor who dismisses their reading, but want a doctor who can build on it. A wealth management client who has reviewed their portfolio allocation before the quarterly review does not want to be taken back to basics. They want the advisor to engage at the level they have reached. “By harnessing real-time data integration and AI-powered analytics, we aim to enhance responsiveness, strengthen operational agility, and deliver a more personalised and seamless banking experience.” — Anwar Murad, Deputy CEO – Banking, Al Salam Bank The “responsiveness” Murad identifies is the operative word. When a client can see their portfolio in real time and understands the drivers of recent performance, the expectation of advisor responsiveness rises accordingly. The quarterly meeting cadence is no longer sufficient as the primary touchpoint for a client who has been watching their portfolio move daily. What Advisors Need in Return If clients arrive better informed, advisors need tools that keep them ahead of the information the client al...
Canada's 5-star WealthTech Providers revealed | Wealth Professional
The advisory business has already gone through a succession of tech revolutions. The emergence of the internet, the rise of video calls and e-signatures, and the arrival of sophisticated planning technologies all changed how advisors and dealers operate. Now, the arrival of generative AI in this industry and across the wider world promises something of a permanent revolution, a state of constant change where technology and its advancements will set the tone and temp of advisors’ day to day lives. WealthTech providers are the vanguard of that change. These firms take the wider trends in tech innovation and apply them to advisors’ working lives. They determine what works in an emerging tech trend, and what parts of that trend are hype that advisors and dealers can ignore. They offer service, training, and support that’s needed not just to witness technological innovation, but to bring that innovation down to the client level. Every year WP releases our 5-Star WealthTech Providers list to celebrate and highlight those WealthTech firms making innovation a reality for this industry. The 2026 list released today is a veritable who’s who of the industry’s most important technology firms. Take, for example, Infinite Investment Systems, a firm with two decades of service in the wealth management industry. It’s flagship platform, Harmony, has helped firms streamline operations, manage compliance challenges, and scale with confidence. That focus on supporting dealer growth has helped set them apart. “The firms adopting our platform are typically those looking to scale. As their business grows, so does operational complexity, particularly in multi-custodian environments,” says Mike Zegers, VP of strategy and business development at Infinite Investment Systems. Another multi-decade service provider on the list is Maximizer, the B.C.-based CRM provider has built a reputation for its secure, advisor-centric technology and capacity to evolve with industry trends and new tech innovations. Croesus is another longstanding presence on the 5-Star WealthTech Providers list. The Quebec-based firm has consistently offered advisors and dealers a widening ecosystem of technologies, from portfolio management, to rebalancing, to AI-based video reporting. All of their tech is designed to connect seamlessly with other systems to drive dynamic insight-driven reporting. Those features are driving interest from advisors and dealers who want to be ready for the future. “We’re seeing...
The Wealthtech Map Is About to Look Very Different - Wealth Management
The Wealthtech Map Is About to Look Very Different The Financial Advisor FinTech Solutions Map compiled by Michael Kitces and Craig Iskowitz turns 8 years old this month.
Five Fintechs Reinventing Wealth, Asset Management, and Digital Finance
Empowering banks and credit unions with customer-centric solutions that enhance efficiency for both institutions and individuals is a key role of fintech innovation.
