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| Q: How is your firm’s technology helping incumbents adjust to a new era in wealth management?
A: “In the old world, people would start with various providers of models, of products or sleeves, which advisory firms would then combine in different proportions and provide that as a package to a consumer. We instead start with the consumer and say, what are your preferences, what are your circumstances, what are your legacy assets, what are your tax entities, what are your household members, and allow for the formulation of an investment solution that honors all of those local, personalized, idiosyncratic circumstances. Instead of starting and honoring and making product definition sacrosanct, that is a fundamental shift and actually has a strong implication for how the technology is architected to provide those services," says MyVest CEO Anton Honikman. | |
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| ABOUT INVEST | | INVEST is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 5,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. Join us at our next event.... Learn More → | | |
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