Wealthtech disruption: Top 5 trends to watch out for in 2023

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Presented by

Reed Colley, Don McHenry, Greg Miles

About this talk

Wealthtech, using sophisticated fintech to support wealth management, is disrupting the financial management industry. But to stay competitive, wealthtech startups need to rethink how they engage their users with personalized data focused on investment holdings and performance information. It’s also critical for them to stay on top of trends as the technology evolves and client needs and expectations grow. You'll learn why high-quality, use case-specific data is crucial to power wealthtech solutions and apps. You'll discover how the tight integration of aggregated data and best-in-class market data can accelerate innovation, and why turnkey portfolio analytics data is crucial to stay ahead. Plus you'll learn why operational efficiencies and ubiquitous data across the workflow are essential. You’ll also get a look at how automated insights, open banking and the investment data ecosystem are all impacting the industry, and more. Webinar Speakers: Reed Colley, CEO and Co-founder, Summit Wealth Don McHenry , Senior Product Manager, Morningstar ByAllAccounts Greg Miles ,Moderator, VentureBeat
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