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Traditional PMS software strategies to face the rise of robo-advisory solutions

Robo-advisory solutions represent the fastest growing category of actors within the wealth management industry. Their growth potential suggests these digital offerings could meet customer expectations.

Executive summary

In the turmoil of digital transformation across all industries, the CIOs of European Wealth Managers might ask themselves what the next best digital step is for them regarding the evolution of their portfolio management and advisory systems. In order to understand how traditional PMS providers have reacted to the numerous launches of robo-advisory solutions, we first describe the current robo-advisory model and the current market situation, and give an overview of the European market. We then discuss the current offering of PMS solutions and evaluate their digital mat urity compared with the robo-advisory service offerings.

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Inside Magazine issue 19, November 2018

Inside is Deloitte’s quarterly magazine offering an exclusive insight into best practices, trends and opportunities faced by our clients across all industries.

Inside focuses on the main hot topics relevant for the market (Asset management, Banking, Insurance, Public sector, Healthcare, Private equity, Real estate, TMT, Manufacturing and consumer business, Transport and logistics).

PDF - 8.6mb
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