We deliver tech-enabled transformation by harnessing the power of wealth technologies that simplify and enhance organisational capabilities whist 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

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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.