Secure Client Portals: The Digital Shift Driving Wealth Management

The demand for digital interaction from wealth managers has hit an all time high. The global HNWI wealth landscape is forecasted to top $70 trillion by 2017, growing by 7.7% annually from the end of 2014 through 2017. By now, customers are used to instantly accessing their information 24/7 on almost any device; investors expect the same from their wealth manager.

In this white paper, we take a look at the most important issues that have influenced the development and demand of digital wealth management portals, including:

• The generational shift of investors from Baby Boomers to Millennials
• The rise of digital reporting
• The necessity of bank-grade security
• The pressure to meet client expectations by providing the best possible user experience with the latest technology