Wealth management in the cloud [Report]

We explore how the evolution of the wealth management market will embrace new, cloud-based technology.


In this guide you will find out:

Read why more jurisdictions and financial institutions are keeping their data in the cloud rather than on-premise

  • Cloud is increasingly the data storage facility of choice
  • Understanding security pro’s and con’s is critical
  • Cloud enables far cheaper and scalable data storage
  • Whilst some regions lag, the trend is in favour of cloud adoption

About this guide

As the wealth management market continues to evolve and embrace new technologies, cloud technology has emerged as a primary enabler for growing wealth and investment firms to deal with increased regulatory pressure, a demanding client base and shifting generational wealth from ‘baby boomers’ to ‘millennials’.

Natalie Levine - Chief Operating Officer at Wealth Dynamix

In an increasingly digital age, wealth management firms that utilise the latest innovative technologies to their advantage will continue to thrive.

Natalie Levine

Chief Technology Officer

Around 85% of firms in Wealth Management are already using or are planning to implement cloud-based technologies in the next 2 years.

Cloud technology is the new ‘normal’. Technology service providers are supporting the industry in embracing this major step forward with dependable, forward-thinking solutions that will enable wealth and investment managers to embrace this change without burdening their operation or limiting their individuality.

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