Tech Usage Crucial As Clients Seek Bespoke Experience

By Stuart Holdsworth26 August 2021No Comments

Personalised portfolio management empowered by technology is key to the future value proposition to consumers. Great to see there is growing recognition of its potential to support advisers.

https://www.moneymanagement.com.au/news/financial-planning/tech-usage-crucial-clients-seek-bespoke-experience?utm_source=newsletter&utm_medium=email

Previous PostThe Future Direction of Private Wealth is Here. What is Holding You Back?
Next PostWhat is the most important thing to consider when selecting portfolio management systems ?

Author Stuart Holdsworth

Stuart has over 30 years of experience in the use of technology for the strategic competitive advantage of businesses in the financial markets and investment industry.

Tech Usage Crucial As Clients Seek Bespoke Experience

Previous PostThe Future Direction of Private Wealth is Here. What is Holding You Back?

Next PostWhat is the most important thing to consider when selecting portfolio management systems ?

Author Stuart Holdsworth

Phone

Address

Connect