With increasing regulatory focus on investor’s overall investments, one of the tech trends is the increasingly important for portfolio management technologies to include what is called in the USA as ‘Held Away’ assets. This is because the focus under a fiduciary has been translated by many as ‘continuous and comprehensive counsel’ of investments. Help Away accounts address the ‘comprehensive’ aspect of this.

http://www.wealthmanagement.com/technology/four-tech-initiatives-advisors-should-focus-2017