Digital wealth management software can increase the financial services industry’s cost efficiency and enable them to reach a wider audience with custom services.

After five years of hype about digitalization, it’s time to take stock. Which trends have fulfilled expectations? Five years ago, all the talk was of robo-advisory, robotic process automation and distributed ledgers. But which technologies are private banks and wealth managers now using to secure their future?

Blockchain is a disruptive force but also a transformative one. This is how it is transforming the wealth management industry.

Digital wealth solutions have become a priority for financial firms catering to tech savvy investors. Read on to find out what features such solutions need.