Business Development Roundtable: Tech, Compliance and Wealth Management

Written by : Wealth Solutions

Check out insights from key industry experts from Wealth Solutions Report! The Business Development Roundtable featured experts from COMPLY Kingswood U.S. and our very own Peter Brittain who spoke about FusionIQ’s innovative #finTAMP platform and how it’s helping #financialadvisors provide a leading digital wealth #investing experience for their retail customers.

According to Peter, there’s rising concern among institutions about declining customer #engagement. “Younger end-clients are going to Robinhood, Betterment or M1 Finance, direct-to-consumer #platforms where there’s this promise of democratization of investment through fractional shares. With finTAMP, firms can effortlessly onboard accounts well below their account minimums, leveraging our platform to offer a seamless experience for the high-net-worth investor, supporting the entire client life cycle.”

Special thanks to Janeesa Hollingshead.

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