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Digital InvestmentseNewsletter Spring 2018

According to Accenture’s research as published on “American Banker”: “digital investment advice is expected to attract over $2 trillion in assets by 2020” since younger clients want a mix of digital and personal in wealth management services: 67% want robo as a basic component, 66% want a digital portal with adviser access and 63% want digital service with real-time advice.” [source: Acenture]

According to Fintech Times, “These new technologies and their applications have the potential to offer increasingly sophisticated investment products to consumers at a lower cost base than currently available active portfolios and can also be marketed as being lower-risk, having removed human judgment and error from the equation; a very attractive proposition.” The result of this is that previously exclusive products aimed at high net worth and sophisticated investors can be rolled out to a far wider base.

Where these trends take us? Certainly to a more sophisticated, automated and technology led investment management environment that can equally be deployed by large firms as well as start-ups that differentiate in their offering by default. The reason being, that technology and AI tools can help firms address a greater underserved market with top quality and personalised service provision, thus generating profitability at a better rate. This was also the key advantage of technology since it has been proven over time and can foster economies of scale, faster ROI and flexibility to meet current and future business objectives.

As such is the evolved version of Axia, Profile's award-winning, omni-channel, robo-advice ready investment management platform that can accommodate a diverse need of functionalities to meet the needs of modern investment officers and their clients in the most elegant and automated manner.

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