The WEALTHTECH Book

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Get a handle on disruption, innovation, and opportunity in investment technology. The digital evolution is enabling sophisticated software solutions that make money management more accessible and affordable. Full automation appeals to early-stage investors, while hybrid models attract those with larger wealth, allowing for efficient diversification. Investors can now outperform benchmarks more easily with the latest tech tools. This comprehensive guide explores the disruption and innovation in the investment management sector, serving as an invaluable resource for entrepreneurs, innovators, investors, insurers, analysts, and consultants interested in this space. It explains how the wealth management sector faces competition from low-cost robo-advisors, explores technology and start-up disruptions, and highlights strategies to enhance customer satisfaction while managing assets. Additionally, it discusses how to achieve better returns through fintech innovations, shares inspirational success stories, and details market dynamics. Essential reading for investment and fund managers, asset allocators, family offices, hedge, venture capital, and private equity funds, as well as entrepreneurs and start-ups.