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Discovery Series
30/05/22

Tech to Manage the Investment Proposition 2022

NextWealth has published the Tech to Manage the Investment Proposition report which delves into the technology being used by financial advice firms and DFMs to manage the investment proposition.

Operational efficiency and risk reduction are key business drivers for large financial advice firms and discretionary fund managers (DFMs). This report considers the technology solutions in place to reduce risk and improve efficiency in these businesses and to identify the gaps.

This research is kindly supported by Ada – Redington’s fintech business, Multrees, SS&C, Bravura and Allfunds.

You can view the presentation of findings from the research event here. 

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