Wealth Managers Continue to Invest in IT in an Uncertain Market

Despite one of the most turbulent economic environments in recent history, leading wealth management firms and family offices plan to continue investing in automation and outsourcing as a way to increase focus on their expertise and improve client service, according to a new survey conducted by Trusts & Estates magazine and sponsored by Advent Software. This comprehensive survey, based on responses from 220 Trusts & Estates subscribers, covers a broad range of critical industry issues including:

The top three wealth management business drivers
The three biggest challenges for the wealth management industry
The role and benefits of automation and outsourcing
Planned IT investment in 2009

The Executive Summary is supplemented by a 14-page Appendix with complete data tables for all the questions in the survey. Packed with statistical data and valuable insights, it’s a must-read for wealth managers and family offices as they plan their business strategies and technology investments for 2009 and beyond.