Here is our 2022 Technology and Operations Report, a regular overview of the trends affecting the wealth management industry and the technology that it uses.

Today sees the launch of Technology & Operations Trends in Wealth Management 2022, our tenth report in this series proudly partnered with SS&C Advent.

Based on a global survey of of wealth and asset managers, this wide-ranging yet concise report shines a light on key technology and operations advances for the sector, offering readers deep insights into where firms are focusing their efforts – and where weaknesses still remain.

Topics tackled include spending levels over the next three years; how far they've digitized against their ambitions to become digitized; the levels of automation they have achieved in portfolio management; data reliability, timeliness and accessibility; how well they are leveraging client custodial data; progression on embedding ESG into investment processes; and the balance between improving advisor productivity and the client experience in motivating their technology investments. 

It also takes in the full spectrum of tools and innovations firms are investing in today, with on-the-ground insights from experts at Accenture Wealth and Asset Management, Alvarez & Marsal, Aon, Deloitte Consulting, IAWMC, Javelin Strategy & Research, KPMG, Sionic and SS&C Advent.

Average technology investment is on course to reach 10 per cent of revenues by 2025. The question now facing senior leaders has to be, is your firm keeping up and is it focusing its spend in the right areas?

Find out exactly how your institution compares with its peers by downloading your complimentary copy of Technology & Operations Trends in Wealth Management 2022 now. Need-to-know statistics and expert insights await.