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What do wealth management firms want from a tech stack? From recent conversations Softlab360 CEO Henry Zelikovsky has had with several billion dollar plus Registered Investment Advisors (RIAs), we can definitively say that they want a well-integrated set of service technologies that they select to match their operational preferences today while supporting their growth over the next three to five years.
Wealth management firms also want to keep their options open when choosing vendors and their technical products. Flexibility in choosing vendors is important.
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AI/ML for Portfolio Managers
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WealthTech Integrations
For an Alts Custodian and a leading WealthTech-as-a-Service Platform and WealthTech API: Having a centralized, unified Security Product Master Service saves significant effort. How else can we be more efficient and save time?
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Integration for Better Client Experience
Today most independent advisors subscribe to services from multiple vendors, typically embracing a combination of tech platforms that range from financial planning, portfolio management, and CRM to more specialized technology that helps them with marketing automation, insurance analysis, tax and estate planning. Most tech providers offer integration strategies for their products with API, and many have already integrated with each other, thus enabling technical staff at the wealth management firms to make informed decisions on the effectiveness of the combined tech stack. RIAs are looking for a well-combined tech stack that traverses functional domains and supports multiple Cloud instances – interoperability is key to a successful implementation.
Optimizing Portfolio Management Utilizing Multiple Tech Stacks
The most common fintech product usage scenario today includes multiple tech stacks. Data is the most valuable fabric across these products. The most successful integrated solutions are the ones that offer a meaningful data presentation through customer experience. It takes methodical data evaluation and arrangement of data movements across integrated products, typically via a custom data warehouse or a data lake, to create data facility from which the desired customer experience is produced.
Identifying Gaps in Handling Custodian Data
Gaps exist in handling custodian data, in achieving unified a security product master, in providing a full cycle of rebalancing followed by trading, posting and reconciliation, in data aggregation at data warehouses that support customer analytics dashboards, and in machine learning to yield insightful recommendations.
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