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DIGITAL WEALTH MANAGEMENT: AUTOMATION AND COST REDUCTION TO CREATE VALUE
As in every other sector, digital technology is now impacting all areas of Wealth and Investment Management. The consequences are both positive and negative: on the one hand, the fragility of the system due to the explosion in trade volumes, on the other, the increasing transparency required by the authorities to offer protection to investors.
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Pronti al webinar Previdenza, Protezione, IDD: intervista a Alberto Cauzzi
Per prepararci al meglio al Webinar: Previdenza, Protezione, IDD, organizzato in collaborazione con Epheso, abbiamo intervistato il fondatore Alberto Cauzzi, sugli argomenti che verranno alla luce durante la sessione. Di seguono le sue risposte e il nostro arrivederci è per giovedì 28 Maggio, alle 15.
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What technology is required to support the firm of 2025?
This was the subject of the fifth workshop held by Objectway and Compeer regarding the report “Wealth Management Firm of 2025”.
As we move into a digital era it is expected by most that we shall see a continued rise in the expenditure on technology in wealth management.
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SUPERIOR DIGITAL INVESTOR & ADVISOR EXPERIENCE
Thanks to a set of brand new features and the new Objectway design system, Conectus Portal is even more powerful, enabling a more user-friendly portfolio view and high-speed secure interaction. Let’s find out every detail
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Objectway offers licence-free period for WealthTech Suite in Covid-19 crisis
Objectway is a leading software provider of wealth management digital solutions with customers distributed across four continents.
Being headquartered in Italy, we were early to deal with the COVID-19 emergency in the EMEA region. The rapid escalation of COVID-19 outbreak has forced us to test our business continuity plans, in Italy first and soon after that in our UK and Belgium operations.
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MAXIMISING THE COST EFFECTIVENESS OF THE BACK OFFICE
The fourth workshop run by Objectway and Compeer about the “Wealth Management Firm of 2025” tells us that back office costs are increasing as the business grows and this is the reason why firms are struggling to achieve scalability.
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Digital Alpha Is a Sum of Excellences
We listened to David Wilson, Business Development Direcator, on stage at the Digital Integration in Wealth Management 2020 in London, talking about how to generate value across an end-to-end digital investment experience.