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Digital Wealth Management

What UHNWI Advisors Can Learn From The Mass Affluent WaaS UX Playbook

With today’s wealth management industry undergoing rapid transformation driven by pervasive digitalisation, a new wave of technology-driven solutions is democratising access to wealth management through the wealth-as-a-service (WaaS) model. While ultra-high net worth individuals (UHNWIs) demand high-touch services that only a human can provide, their advisors can learn much from the factors making WaaS popular among investors with less sophisticated needs. Here we explore the world of mass affluent WaaS and highlight key takeaways for UHNWI advisors aiming to level up their client experience.
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The Four P’s of Tech-Enabled Scaling for Wealth Managers

Scaling a wealth management firm – like any services business – is about acquiring and retaining more clients. You may be able to bring in new ones, but they and others will soon depart if the quality of your services suffers as a result. To keep quality up, even as your client base grows, it is crucial to understand the critical role technology plays not only in your clients’ expectations but also your ability to meet them.
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Going Digital To Simplify The Complexity of Direct Real Estate Investment

Profitable direct ownership of property often requires overcoming complexity not typically associated with traditional asset classes. This article outlines the two primary sources of this complexity and suggests how to best address it using a digital wealth platform with features supporting smart real estate investing.
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Key Things To Look For in a Wealth Management Platform

Whether you’re looking for a net-new wealth management platform, or looking to make a change, customer satisfaction should always be a top priority. It’s important to make sure your wealth management platform provider can deliver both the technology and the service that you need.
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The Power of Bank Connectivity in Wealth and Asset Management

In today's fast-paced world, wealth and asset management has become increasingly complex and time-consuming for private individuals. The more bank relationships you have and the more diverse your individual portfolio, the harder everything becomes to manage — especially if you’re trying to do it manually. Advanced wealth management platforms like Altoo are helping people like you manage their financial portfolios across banks in near real time through the power of bank connectivity.
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In The Know: Key Competencies For The Wealth Manager of Tomorrow

Digitalisation is making headlines for reshaping how business gets done in practically every industry. The pressure is on to skill up and take advantage of the associated opportunities. This article outlines the best competencies for wealth managers to develop in this digital era and the most efficient way to translate them into business value.
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Pros and Cons of Wealth Management Platforms vs. Excel Spreadsheets

If you’re using Excel spreadsheets for wealth management, you may have wondered about the value of a wealth management platform, and at what point it makes sense to investigate the options.
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Why Digital Solutions Are Key For The Wealth Management Industry

These days, digitalisation is transforming the entire financial industry. What does that mean for professionals in the business of managing assets on behalf of wealthy and ultra-wealthy individuals? This article examines the importance of modern digital solutions for private bankers and independent asset managers in assisting them to deliver exceptional client service.
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Altoo

The Altoo Platform aggregates wealth data from multiple sources to deliver comprehensive wealth analysis, performance and reporting. It is a modern and sophisticated, highly secure, SaaS platform, 100% Swiss developed and hosted.

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