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

The latest survey of our partner Orbium, Survive and Thrive to 2025 – Insights from the Wealth Management C-Suite, reveals the challenges ahead for private banking and wealth management.
In this guest blog, Ian Woodhouse, Head of Strategy and Change at Orbium, shows how the company could help wealth managers transform and enhance their future potential.

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.