CHOOSING A WEALTHTECH ECOSYSTEM:
WHERE DECISIONS ARE NOT SIMPLE
With the ongoing democratisation of investment and wealth services there is a growing proliferation of WealthTech platforms providing professionals with advanced tooling and individuals with approachable systems. But how do you find the right platforms that work for you as an investor? What combo works best for you or your firm?
Nicholas Kwok sheds light on a recent CB Insights report and reveals why you need to look beyond the individual WealthTech platform capabilities and at the broader ecosystem.
Gain valuable insight about choosing your partner - the most significant question to ponder - although not for too long! Rather than a buy vs build evaluation it’s all about who you match with.
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