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
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
