An Advisor’s Guide to Understanding Investors’ Digital DNA


While technology has transformed the way we consume information, goods, and services, it has not yet had the same impact on the way most individuals manage their personal finances and wealth.

However, the demand for financial advice – delivered by a human, digital or a hybrid platform – remains strong. With information from thousands of investors and advisors, this comprehensive white paper study outlines how advisors can use digital tools to collaborate with clients.

What you’ll learn:

  • How frequently users access technology and where they spend the most time.
  • Which features of digital financial tools are most in demand by both investors and advisors.
  • Where user gaps exist on wealth management platforms. What the future holds for financial technology for financial advisors.