Trends Report

Accelerate Financial Advisor Productivity With These Technology Building Blocks

Adopt These Technologies To Solve Advisor Pain Points And Drive Better Investor Experiences

January 16th, 2019
With contributors:
Ellen Carney , Oliwia Berdak , Zhi-Ying Barry , Benjamin Ensor , Piers Conway , Sam Bartlett


Digital technologies are transforming how financial advisors do their jobs and the types of advice they provide to clients. Powered by these same technologies, fintech startups are threatening advisors' role with automated financial advice, automated portfolio management, and lower fees. Leaders at investment management firms must execute digital transformation now while scaling innovations faster to support their advisors. This report is Forrester's view of the interconnected technologies benefiting financial advisors.

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