Make or break: understanding the role of technology in wealth management

WealthTech influencer April Rudin speaks with our MD – UK and Americas Antony Bream in this extract from the US Wealth Technology Landscape Report 2021.

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As the wealth management industry continues to evolve, the need for technology as a key tool for client service and relationship management has become increasingly apparent.

Wealth Dynamix has been featured in The Wealth Mosaic’s US Wealth Management Technology Landscape Report 2021 with a discussion between April Rudin, WealthTech influencer and Founder of The Rudin Group, and Antony Bream, MD – UK and Americas at Wealth Dynamix.

Will wealth managers one day be replaced by robo-advisors? Do clients choose their wealth manager only based on investment performance? Is the digital acceleration caused by the pandemic temporary?

US Wealth Technology Landscape Report 2021

Download the report extract to read April and Antony’s debate around the facts and fiction on the role technology plays in the wealth management industry…


Download the report extract

This is an extract from a recently published report by The Wealth Mosaic titled ‘The US Wealth Management Technology Landscape Report 2021’ (download the full report here).

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