Wealthtech Solutions: Modernizing Wealth Management
Wealthtech refers to the use of technology, particularly Artificial Intelligence (AI), Machine Learning (ML), and sophisticated APIs, to provide digital, scalable, and automated solutions for investment management and financial advisory services.
It primarily serves two customer groups:
Direct Investors (B2C): Through automated platforms like Robo-Advisors.
Financial Advisors (B2B): Through advanced tools for client relationship management, portfolio analysis, and compliance.
9 Views