In a perfect world, wealth management would be based on a powerful blend of human skills and great technology. People would focus on what they do best, talking to customers and exploring their needs and goals. The technology would do what it does best, finding the right portfolio options to recommend and making the back office run smoothly and efficiently.

This kind of ideal marriage of the human and the digital is rapidly becoming a real option for wealth managers. Automation can virtually eliminate the need for human intervention in the back office, while new tools like Avaloq’s Goal-Based Wealth Management can make finding the right balance of risk and desired performance a rewarding and interactive experience for both client and advisor.

The research you can download here looks into the future and illustrates how this hybrid approach is already being put into practice by some of the world’s leading wealth managers.

Wealth Portfolio Suites Turn to Digital Advisory - Early Risers

Aite’s 2018 Research Report surveys 12 leading wealth management system vendors.

“In the investor-advisor hybrid model, communication between two people establishes trust, creates the relationship, and drives client retention and referrals. A solution that enables a smart discussion, with a range of tools incorporated to the dialogue, exponentially strengthens the value the advisor brings to the table.” - Denise Valentine, Senior Analyst at Aite Group
 

DOWNLOAD REPORT HERE

Focusing on client goals: Avaloq at Finovate Europe 2018

Das Goal-Based Wealth Management von Avaloq verfolgt einen dynamischen Ansatz, wenn es darum geht, Anlageberater zu unterstützen. Es hilft auch unter sich verändernden Bedingungen, Investmentstrategien festzulegen und zu erläutern. Die Lösung, die in Zusammenarbeit mit den Banken und Fintechs aus dem Avaloq Ökosystem entwickelt wurde, vereinfacht und entmystifiziert das Anlagegespräch.

Getting to Wealth Management4.0

In an industry facing a range of disruptive forces, senior executives know the key to sustainable success is transformation towards more balanced business models. Access the joint Orbium/Avaloq webinar that discusses the findings from Orbium’s recent C-level wealth management survey.
 

DOWNLOAD HERE

Emerging Models of Digital Wealth Advisory

Choosing the right wealth management model to adopt inevitably depends on your strategic perspective. In this joint whitepaper, Deloitte and Avaloq explore emerging models for the provision of private client investment advice and consider the strategic attributes needed in terms of technology and services.
 

DOWNLOAD HERE

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Implementing a private banking business in six months

Industrial Bank Co., Ltd. has set up an offshore branch in
Hong Kong and chosen Avaloq to provide comprehensive digital wealth management services to its high-net-worth clients.

Watch the interview with Joseph Tam, Managing Director of Industrial Bank, to find out more.