Until recently, most private equity and venture capital firms ignored the adviser technology space, preferring instead to seek sexier — and often more lucrative — markets in consumer fintech.
But some recognized the adviser industry's desperate need for modernization — and its willingness to pay for it.
Today, new tools are digitizing everything from client onboarding and portfolio construction to back-office operations and compliance. Fintech has expanded who has access to financial advice and how advisers serve their clients.
In less than a decade, some…
http://ift.tt/2Ebcu3V
0 Response to "The dealmakers financing top adviser technology - InvestmentNews"
Post a Comment