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

What-If Analysis, computer, investments

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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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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