Trends Report

The Top Wealth Management Technology Investments In 2021

Wealth Management Professionals Share Their Priorities For Technology-Driven Initiatives In The Coming Year

October 1st, 2020
With contributors:
Stephen Powers , David Hoffman , Brandon Shaik , Sam Bartlett


From April through August 2020, we surveyed wealth management industry professionals from more than 80 companies to understand which technology initiatives they are investing in this year. This report gives digital professionals insights into technologies and initiatives that wealth management professionals are — and aren't — prioritizing. We conducted this research during the COVID-19 pandemic lockdowns that started in the US in early to mid-March.

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