Gartner Research

Integrate Advisor-Supporting Wealth Management Technologies Into Digital Platforms to Accelerate Adoption


Advisor-supporting solutions are a tech focus area, but advisors have limited access to full desktop capabilities, threatening revenue growth. CIOs can improve and expedite advisor adoption by integrating existing apps and emerging tech while positioning for future use of a broad digital platform.

Published: 16 March 2021

ID: G00727570

Analyst(s): Darrin Courtney

Table Of Contents



Gartner Recommended Reading

Note 1: The 2020 Gartner Wealth Management Survey)

Note 2: 2020 Gartner Wealth Management Advisor Effectiveness Survey

Note 3: The 2019 Gartner Financial Services Technology Survey

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