Gartner Research

Integrate Advisor Supporting Technologies Into Digital Platforms to Accelerate Advisor Adoption

Published: 04 December 2018

ID: G00373955

Analyst(s): Darrin Courtney

Summary

Advisor supporting solutions are a tech focus area for wealth management firms, but advisors are often slow to adopt. CIOs can justify technology spend increases by integrating solutions to solve resistance problems now while positioning for future adoption of a broad digital platform.

Table Of Contents

Introduction

Analysis

  • Existing Advisor Technologies Requiring Integration
    • Customer Relationship Management (CRM)
    • Financial Planning
    • Portfolio Management
    • Performance and Client Reporting
    • Market Data and Analytics
    • Document Management and Marketing Tools
    • Proposal Workflow Tools
    • Social Media Tools
    • All-in-One Wealth Platforms
    • Prioritization Approach
  • Evolving Advisor Technologies Requiring Integration
    • Artificial Intelligence (AI) Tools
    • Client Collaboration Tools
    • Robo-Advisory
    • Fintech Partners
    • Robotic Process Automation (RPA) Tools
    • Virtual Reality (VR)
    • Internet of Things (IoT)
    • Prioritization Approach

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