The view from the front and investment office

What are the challenges and opportunities facing the wealth management industry today? Based on a survey of 200 industry professionals across six key markets, the Avaloq wealth industry report blends original research findings with insightful perspectives from experts at BlackRock, Accenture, Synpulse, Datos Insights and Avaloq.  

Learn more about:

• What hampers the work of relationship managers, advisers and portfolio managers  
• Where industry professionals see areas for improvement
• Why simplifying and automating processes along the entire client lifecycle is key
• How a technology orchestrator can take the pain out of recalibrating your business