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How can technology help to manage the investment proposition?
Together with Ada Fintech, we are proud to sponsor 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.
Operational efficiency and risk reduction are key business drivers for large financial advice firms and discretionary fund managers (DFMs). This report considers the technology solutions in place to reduce risk and improve efficiency in these businesses and identify the gaps.