The art of balancing tech with the personal touch

Interviews this week bring you two different takes on managing the small to medium sized adviser business with Wealthinity offering a support service that fits in with adviser’s existing infrastructure. Taras Rybak, one of the Founders of Wealthinity, says: “Digitalisation is not just about process automation. It is really about the democratisation of the industry.”

Meanwhile, technology provider Wealth Wizards reminds us that most advisers want to spend more time with their clients. Digital is not the answer, Wealth Wizards’ Nick Hall tells Philippa Aylmer, but it does give choices to the investor.

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Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue

AgioFunds
BlackRock
Lyxor
Pacific Global
Wealthinity
Wealth Wizards

 

Author Profile
Beverly Chandler
Employee title
Managing Editor