Technology is rapidly changing the means of acquiring – and managing – wealth.

The emergence of robo-advisors has directly challenged the mass affluent end of the industry – prompting advisors at all levels to innovate and adapt.

Even at the upper reaches of private wealth management, the concierge nature of the client-advisor relationship is no shield against the need to innovate – especially as new generations of private clients come to the fore, with their iPhones and elevated expectations.

FastFin understands wealth management – having worked with established firms providing bespoke services to high worth individuals and families; and new entrants addressing mass affluent audiences.

There’s always scope for innovation – whether in terms of the technology that clients themselves use; or the internal tools used by advisors to service them effectively.

Across the board, FastFin knows the terrain – and can help.