WEALTH INNOVATION
SHAPING THE FUTURE OF
DIGITAL WEALTH MANAGEMENT
WEALTH Network
Networked collaboration for innovation and growth
OPENWEALTH
Powering stronger relationships with partners and clients
ESGTECH
Solutions to enhance sustainable finance and investment
We deliver tech-enabled transformation by harnessing the power of wealth technologies that simplify and enhance organisational capabilities whilst reducing cost and risk.
WEALTHTECH IS PROVIDING A RICH AND DIVERSE ECOSYSTEM FOR WEALTH MANAGERS
As we enter an era that builds and extends the impact of digitalisation in new and unanticipated ways, we are fundamentally rethinking the business of wealth management.
Technologies available now, and in development, are allowing our industry to explore advancements across customer engagement, advice, service quality, user experience and operations. In collaboration with the most innovating wealth technologies, we are using data to yield new insights to offer wealth managers important opportunities to lead and differentiate.
DELIVERING STRUCTURED MARKET ENGAGEMENT AND PROMOTION, SHOWCASING THE LATEST INNOVATIONS, MARKET DEVELOPMENTS AND TRENDS
FOR WEALTHTECHS
As the industry innovation network, we want you to build profile, increase market awareness of your services and secure more opportunities for partnering and growth.
FOR WEALTH MANAGERS
Whether its seeking new revenue generating opportunities or examining ways to enhance operational effectiveness whilst reducing cost and risk, we’re able to connect you with the latest innovators and tech developments, ensuring your business stays at the forefront of digital innovation.
THE STRATEGIC AND OPERATIONAL EFFECTS OF
DIGITAL TRANSFORMATION
ARE NOW GATHERING PACE AND IMPACTING ALL AREAS OF WEALTH MANAGEMENT AND FINANCIAL ADVICE.
Personal Finance & Savings • Investment Platforms • Insurance & Pensions • Mortgage Lending • Mobile Wallets • Digital Assets, Crypto & Secondary Markets • Alternative Investing • Capital Markets, Custody, Trading & Settlement
LEADING WEALTH MANAGERS ARE BUILDING TECH CAPABILITIES TO TRANSFORM THEIR ORGANISATIONS FOR THE DIGITAL AGE.
Applying the right focus to innovation investment, partnering and collaboration, leading firms are generating front-to-back efficiencies and future-proofing their businesses in the process.
Digital Client Acquisition
- Big Data Analytics & Information Management
- Behavioural & Emotional Analytics
- Omnichannel Offerings, Social & Mobile Engagement
Automated Client Onboarding
- KYC & AML Solutions
- Surveillance & Sanctions Monitoring
- Anti Bribery & Corruption Tools
Product Structuring & Development
- Application Programming Interfaces (APIs)
- Pricing Research
- Best Execution
Investment Advice & Financial Guidance
- Robo Advice Solutions, Full, Hybrid & Guidance
- Dashboards & Data Visualisation
- Dynamic Risk Profiling & Propensity Modelling
Trading Advice & Execution
- Hyper Personalisation
- CRM Solutions
- Goal & Life Stage Planning Solutions
Portfolio & Financial Management
- Valuation Analytics
- Portfolio Risk Management
- Rebalancing Tools
Client Reporting & Analytics
- Hyper Personalisation
- CRM Solutions
- Goal & Life Stage Planning Solutions
Account Administration
- Compliance, Risk & Regulatory Reporting
- Cyber Security
- Cloud Infrastructure & Storage
DIGITAL TRANSFORMATION
IS NO LONGER A DEBATE,
IT’S A NECESSITY
BECOME A MEMBER
We want to showcase the best in wealth technologies and the value of innovation to the Wealth sector. Sign-up is simple and straightforward and by creating a company profile we can start promoting your business, insights and expertise to the industry today.
NEED MORE INFORMATION?
If you’re interested in knowing more about PIMFA WealthTech and how we are working with the industry to innovate at scale and pace, please contact us. We’d love to hear from you.
