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Making Data Wealth Management’s Technology Hub
Technology

Making Data Wealth Management’s Technology Hub

Technology has grown to be an essential component of the wealth management industry. At first it evolved around portfolios and investing. Later it helped financial services companies manage their clients, and firms began constructing technology stacks for their client relationship management platforms. Today, growing wealth management firms will have to shift the focus of their technology again from the clients to the data, says Chris Zuczek, chief product officer at Skience, a wealth management fintech provider. “There are problems, though, and one is that data is not sexy,” he says. “You don’t see it when you make a sale or when you go to buy somethin...