OpenWealth

THE PROMISE OF OPEN WEALTH IS POWERFUL, PRESENTING A MORE POSITIVE CONSUMER EXPERIENCE, SUPPLIER CHOICE, AUTOMATED SERVICES AND MORE CONTROL OF DATA FOR BETTER FINANCIAL OUTCOMES.

Open Wealth solutions are starting to reshape the relationship between wealth managers, financial advisers and their customers, extending the principles of open banking and finance to a wider set of financial products and business operations.

As part of the trend toward open data and data portability, Open Wealth solutions will enable wider integration across financial sectors as well as broadening the range of third parties capable of enhancing financial relationships.

Open Wealth marks a turning point for collaboration in financial services, reducing friction through automation, combining real-time insights and guiding customers to personalized results.

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.

INNOVATION PARTNERS

Collaboration with market leading organisations is essential in building a vibrant tech ecosystem and driving adoption.

ESGTECH

Tackling climate change is an essential component of the global sustainability agenda and the wealth management and financial advisory sector is making a significant contribution.