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Financial Planning 2022 Tech Survey: The Wealthtech Labyrinth

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  • 15 Pages
  • June 2022
  • Region: Global
  • Arizent
  • ID: 5715050
Wealth management is now a technology business. There’s a digital tool for every aspect of a financial advisor’s day-to-day life - from marketing and prospecting to onboarding new clients, creating a financial plan, allocating assets and managing portfolios. Some tasks are impossible without one, and that’s even before the COVID-19 pandemic forced the staunchest traditionalists to adopt new technology to work remotely.

Yet advisors still have a difficult time navigating the increasingly crowded marketplace. Few are confident they have made the right decision with technology, opening up an opportunity for providers to improve their offerings.

The 2022 edition of Financial Planning’s annual technology survey explores these trends, the impact technology is having on the wealth management industry and how advisors are invest ing for the future.

Table of Contents

  • About this report
  • The state of wealthtech in 2022
  • An eye to the future
  • Conclusions