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Fintech innovations on Asset Management


Fintech Innovations on Asset Management

The asset management industry has traditionally been characterised as a highly technical and skilled environment where fundamental analysis and expensive rigorous research, coupled with personal advice has resulted into a strategic moat around the industry. However, the democratisation of information, increased transparency and access to cheap but powerful analytics has resulted in a slew of fintech companies that have created compelling propositions at each part of the asset management value chain.

These include:

  • Robo advisors – automated online programs that construct model portfolios based on user inputs
  • Self investment – platforms that allow easy trading and monitoring of own investments
  • Research – access quality research generally through crowdsourcing
  • Support – enabling solutions that automate compliance, risk monitoring etc


Current Risk Profiling is Broken: Berkeley Based Consumer Profiling Innovation for Advice, Insurance and Credit Markets

Determine clients risk tolerance and appetite through game choices instead of surveys
Fintech Themes: Tech-Wealth Gamification


Digital Investment Book of Record and Investment Analytics

Digital investment data and analytics service for the capital markets in the cloud
Fintech Themes: Bank in a Box Data Analytics


Deus Technology - Automated Advisory Solution

Platform that automate the consultancy process for portfolio construction etc.
Fintech Themes: Tech-Wealth Asset Management


Goal-based robo-advisor (with social norming) and personal financial dashboards

Robo-advisor aimed at younger target audience
Fintech Themes: Tech-Wealth Asset Management


Midas - tools to simplify access to managing personal investments and links to personal advisors

Financial planning app to show full view of all assets and to plan an optimal portfolio
Fintech Themes: Tech-Wealth Asset Management


StockViews: A marketplace for high-quality equity research and ideas

Crowdsources the best equity analysts and rates them according to their ability to generate alpha
Fintech Themes: Asset Management





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