Tech to Manage the Investment Proposition

For discretionary fund managers (DFMs) and advice firms there are many operational challenges of managing an investment proposition across multiple platforms, there is need for tools to support information sharing to drive better investment decision-making and advisors need to deliver better and more innovative client experiences. Advisors are seeking to attract a new generation of investors with easy-to-navigate platforms, a single view of the client is disjointed and customer experience can be inconsistent. This is where technology can support and drive customer engagement, operational efficiencies and innovation for wealth managers and advisors.

SS&C has sponsored NextWealth’s Tech to Manage the Investment Proposition report, which delves into the technology being used by financial advice firms and DFMs to manage the investment proposition. Download this report to learn about the technology solutions in place to reduce risk, improve efficiency in these businesses, and to identify the gaps.

*This report has been modified to reduce download size. For the original version, visit