Join Advent and WealthBriefing to discover the findings of a ground-breaking new research report examining just how well wealth managers’ technology systems are facilitating advisors in their work today.

Help or Hindrance? The Link Between Technology Provision and Advisor Productivity is a wide-ranging assessment of the effect technology investments can have on optimising advisor performance, drawing together insights from front-line professionals, senior executives, consultants and technology experts internationally.

The report indicates that some six out of ten advisors don’t feel that their institution’s technology is particularly useful in helping them support existing clients and win new ones. It also highlights a widening gap between those institutions which have made strategic investments and those which have yet to do so – and therefore the growing importance of technology as a recruitment and retention issue.

About our Sponsors



Martin Engdal

Market Strategist & Director of Business Development, EMEA


Martin Engdal is market strategist and director of business development, EMEA, Advent Software. Martin has been with Advent for 10 years and has worked in several senior sales and business […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]