Wealthtechs launch personalization tools for advisers
Wealthtech powerhouses Riskalyze and AssetMark are leveraging integrations and the personalization trend to capture adviser attention.
March 10, 2021 2 MINS
Wealthtechs are rolling out tools designed for advisers to build customized tech stacks, with the ultimate goal of freeing up advisers’ time to focus on financial planning as the new business model for growth.
The registered investment adviser channel is ripe for more technology tools. In fact, RIAs are the group that’s funneling the most assets into turnkey asset management platforms, according to America’s Best TAMPs 2021 Edition.
While RIAs are experiencing steady growth with help from technology, Cerulli Associates warns in its recent U.S. RIA Marketplace 2020 report that success over the next decade will depend on how well RIAs are able to wield technology to achieve scale.