Whitepaper: Navigating the new normal in investment management, presented by Financial Planning Magazine

Investment management has seen major digital transformation in the past decade. That transformation has disrupted the way investors and wealth managers interact, as well as the very business model of investment management companies.

How can investment management companies compete to win and retain customers — and maintain profitability — in a disrupted and commoditized market where margins are now squeezed by free digital trading?

This white paper includes:

  • Investment management trends that are disrupting today’s market
  • How to blend the expertise of your human wealth managers into the digital investing experience
  • The importance of adding visual engagement functionality to your digital investment management app
  • Technical tips for gliding through the InfoSec review process

Fill out the form to download your complimentary copy of this white paper presented by Financial Planning magazine.