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u003ch2 style=u0022margin: 0 0 25px 0;u0022u003eKey findings from the 2023 research reportu003c/h2u003e

u003cimg class=u0022alignnone size-full wp-image-5604u0022 src=u0022https://investmentmanagement.tech/wp-content/uploads/number_1_outline.pngu0022 alt=u0022u0022 width=u002280u0022 height=u002280u0022 /u003ernrnu003cstrongu003e Downward shift in digitisation globallyu003c/strongu003ernrnGeopolitical tensions, legacy systems, learning about AI and more: firms say they’ve been distracted from digitisation efforts in the last 2 years.

u003cimg class=u0022alignnone size-full wp-image-5604u0022 src=u0022https://investmentmanagement.tech/wp-content/uploads/number_2_outline.pngu0022 alt=u0022u0022 width=u002280u0022 height=u002280u0022 /u003ernrnu003cstrongu003eClient custodial data to the forefrontu003c/strongu003ernrnCustodial data is crucial, and a foundation for efficient automation, enabling streamlined processes, accurate decision-making, and optimal portfolio management.

u003cimg class=u0022alignnone size-full wp-image-5604u0022 src=u0022https://investmentmanagement.tech/wp-content/uploads/number_3_outline.pngu0022 alt=u0022u0022 width=u002280u0022 height=u002280u0022 /u003ernrnu003cstrongu003eThe rise of automation and AIu003c/strongu003ernrnWith an upward trend in portfolio management automation, firms are gaining strategic competitive advantage brought by automation and the integration of AI.

What’s different in 2023?

We’ve broadened the scope, representing firms globally from Europe, the Middle East, Asia-Pacific, North America and Latin America.rnrnWe’ve spoken with an even broader sweep of C-suite leaders, technologists and industry experts for learnings and commentary.

ttu003cdiv class=u0022im-containeru0022 style=u0022background-color: #0a85c7; opacity: 0.9;u0022u003erntttu003cdiv style=u0022border-bottom: 4px solid #a2dadd; text-align: center; padding: 30px;u0022u003ernttttu003cdivu003erntttttu003cp style=u0022font-size: 42px;u0022u003e79%u003c/pu003erntttttu003cp style=u0022font-size: 16px;u0022u003eof firms are confident their technology budget will increase over the next three years, beating 2022’s 65%.u003c/pu003ernttttu003c/divu003erntttu003c/divu003ernttu003c/divu003e

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Wealth management & traditional investments

Solutions for any investment manager servicing retail clients — or a mix of private and institutional investors — offering discretionary management, own-managed or distributed funds.

Multi-asset management & alternative investments

Solutions for service providers or investment and alternative managers servicing institutional or private clients, managing diverse strategies or complex fund structures.

Get the full report

Firms are navigating an increasingly complex environment, and technology marches ever forward in accelerating pace. Find out how digital transformation is affecting the wealth management industry, and how to stay ahead of the curve.rnrnGet your copy of our latest research report now.

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Wealth management & traditional investments

Solutions for any investment manager servicing retail clients — or a mix of private and institutional investors — offering discretionary management, own-managed or distributed funds.

Multi-asset management & alternative investments

Solutions for service providers or investment and alternative managers servicing institutional or private clients, managing diverse strategies or complex fund structures.

Get the full report

Firms are navigating an increasingly complex environment, and technology marches ever forward in accelerating pace. Find out how digital transformation is affecting the wealth management industry, and how to stay ahead of the curve.rnrnGet your copy of our latest research report now.

About SSu0026C Advent

SSu0026C Advent helps over 4,000 investment firms in more than 50 countries grow their businesses and thrive. Contact us to find out how we can help your firm simplify complexity and increase competitiveness through a fully digital operation