How is technology Impacting the delivery of Wealth Management - Will Lawton

Will Lawton of Acalution

Apr 16, 2019

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1. How is technology Impacting the delivery of Wealth Management?

Video transcript

1. How is technology Impacting the delivery of Wealth Management?

A lot of different levels I would say. Firstly, one of the key aspects of the Quo platform is that we have within the trading screen some 650 connections with brokers, banks, custody agents, et cetera. So one of the opportunities we have is aggregating everyone's positions together and showing a holistic report with their one portfolio. Secondly we now have the capability to execute across any asset class, with any broker or any bank that that client may wish to, and they can trade off one screen to actually show all of their possessions. So obviously it's around the efficiency and productivity for clients, and as well, handling some of the compliance and pre trade checks that need to be handled. The execution platforms today cover a much wider opportunity of analytics as well as opportunities like algo trading and other types of order placement. So it's a huge array of different things that can be provided. The technology is not just impacting the execution for clients, but it's also impacting advisory and discretionary services and improving that as well. So there are many opportunities.

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