The WealthTech Talks: The modern portfolio management system for wealth managers

Presented by

Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic

About this talk

The portfolio management system (PMS) is core to the technology infrastructure of many wealth management organisations. However, the needs and possibilities around this piece of kit are changing and, indeed, must change to support both the evolving challenges and needs of wealth managers as well as bringing the new capabilities and developments that technology can offer to the market. Looking back, the PMS tended to be quite homogeneous, a standalone system, often separate from other systems. It was an investor accounting toolkit, functioning as a book of records for investors and, due to the high cost of financial services technology, often limited to being deployed within larger organisations. Today, however, the PMS has become more specialist, perhaps with a focus on institutional money managers, hedge funds or family offices. The buyer market has been able to access a wider variety of tools. As part of that evolution, the market also saw the PMS incorporate a broader set of functions beyond its accounting core, including elements such as investment decision support and analytics, business intelligence, client relationship management, compliance and more. The PMS has become a broader, more sophisticated and skilful wealth management platform and its capabilities and toolset continues to evolve. In this webinar, you will hear from expert PMS vendors in the wealth management space who will provide their view on: •The main trends in the development and capabilities of the modern PMS and how these are impacting the wealth management buyer and user •The main development areas where wealth managers can benefit from the modern PMS now and in which areas further developments of the modern PMS are or will take place to further benefit wealth managers •What wealth managers are telling these vendors about their needs and expectations from the modern PMS •Where the PMS sits in the technology infrastructure of the modern wealth manager

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