Understanding Wealth Portfolio Management Technology Suites


Portfolio management systems form the technology backbone for investment advisory and management firms. These systems are the centralized, auditable resources for client accounts and demonstrate firms’ risk controls and operational integrity. Technology vendors are serving the wealth management industry during an incredibly transformative period. Vendors that are adding partnerships, supporting regulation and compliance, modernizing technology, and progressing needed features have a leg up in a consolidating industry.

Join Aite Group senior analyst Denise Valentine for this live webinar as she discusses key findings from her recent report, Wealth Portfolio Management Technology Suites. The webinar will cover the major trends in wealth portfolio management systems, the systems’ key functionalities, the vendors’ collective product roadmaps, and the challenges ahead.

Key discussion points include:

  • Current trends
  • Functional scope of wealth portfolio management technology suites
  • The collective product roadmap
  • Challenges for vendors
  • Risks for clients
  • What’s ahead 

Aite Group Wealth Management clients can access the full webinar on-demand by logging into our website.

For more information about this topic or other Aite Group services, please contact us at info@aitegroup.com.

Understanding Wealth Portfolio Management Technology Suites

Type: 
webinar
Date: 
December 14, 2017
When: 
Thursday, December 14, 2017 at 11 a.m. ET
Speakers: 

Denise Valentine is a senior analyst at Aite Group in wealth management, focusing on investment management topics such as portfolio technology and related processes ranging from traditional portfolio systems to portfolio management techniques leveraged within digital advice platforms. Ms. Valentine further focuses on data analytics, artificial intelligence, and retirement industry trends, such as the Department of Labor fiduciary rule and the defined contribution segment. Ms. Valentine spent several years with Aite Group evaluating the institutional asset management market.